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Blytheco Home | Sage Software | Sage MAS 500 | Modules | Financial Modules | Active Planner
Active Planner Module —
Sage MAS 500 |
Take control of the budget process and bring strategic
insight to business planning.
Sage Active Planner is an
enterprise-wide, purpose-built
budgeting and planning
application. With
Sage Active
Planner, you’ll make quicker,
more informed business
decisions by shortening
budgeting
and planning cycles.
And with a planning
process that is easier and more
efficient, you’ll be able to
encourage collaboration across
all lines of business and
tie budgeting activities to
organizational
performance.
Organize and manage the budgeting and
planning process.
Free yourself from time-consuming spreadsheet
mechanics
and focus on
strategic budgeting and
planning.
With Sage
Active Planner, you’ll improve the flow of key information, such as business
drivers and transaction data, through templates, automatic distribution and consolidation of the
budget, central control over
budget revisions, real-time seamless integration of data sources, |
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and built in
security mechanisms. With more control over your budgeting and planning process, you’ll be able
to create effective, more accurate budgets and forecasts and render a true analysis of company
performance.
Utilize bottom-up or top-down budgeting processes—or a combination of both.
Whether you need to allocate a revenue target or cost projection from the top down, or consolidate
several different budget plans from the bottom up, Sage Active Planner accommodates your
organizational structure and provides a purpose-built solution. Strong management capabilities allow
for seamless integration of budget submissions from multiple departments, using "Plan Sheets" that
have a familiar spreadsheet look and feel.
• Seamless integration with all enterprise data
• Seamless integration with GL
• E-mail notification
• Spreadsheet-like control |
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Features: |
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Take ”command” of your budget.
The Plan Manager, the ”command center” of Sage Active Planner, coordinates the
consolidation and distribution of your Plan Sheets into an efficient, seamless, and
flexible budgetary system. Within Plan Manager, Plan Sheets are established, reviewed
for status and revision, locked for control, and managed for consolidation and
distribution. |
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Control access to sensitive data.
Sage Active Planner provides comprehensive security so you can easily limit use of
plan sheets to authorized users—as well as define their ability to view, edit, or modify
information. |
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Integrate your budget with enterprise data sources.
Once your system is set up, Sage Active Planner automatically integrates financial
information from your general ledger. You can also calculate and deploy values from
other data sources including SQL Server, Access, Dbase, Excel, FoxPro, and any ODBC
or OLE-DB compliant database. |
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Shorten planning cycles and improve decision making within the
enterprise.
Plan Manager provides a Windows interface with access to and control of any
company budget. Simple drag and drop techniques support rapid reorganization and
easy management of budgeting and planning. Sage Active Planner helps
organizations quickly respond to rapidly changing business conditions with detailed
analysis tools. |
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Analysis features provide more powerful insight.
Sage Active Planner gives you additional power to analyze budget and actual data
with Dimensions and Microsoft SQL 2000 Analysis Services. Within a data cube, you’ll
be able to view data in several dimensions (such as by territory, product, and
customer), change an assumption or driver, and return it to the plan. |
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Publish a Plan Sheet to an OLAP cube for advanced reporting
capabilities.
Advanced reporting applications such as Excel Analyzer can retrieve information in
your OLAP cube so you can present your numbers clearly and effectively. |
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Build multi-dimensional cubes and launch the Analyzer Tool directly
from Active Planner.
Sage Active Planner can build cubes using any plan data. The Analyzer Tool can
retrieve information in your OLAP cube so you can present your numbers clearly and
effectively. |
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Support “what-if” analysis.
Reorganize budget structures, including changing planning assumptions and variable
drivers. These changes easily support corporate reorganization considerations. |
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Incorporate data from enterprise- wide systems to create
multidimensional plans.
Different sets of data can be grouped or tiered using system (e.g., General Ledger) or
user-defined dimensions. |
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Comprehensive and powerful calculation techniques.
Using a comprehensive calculation engine to retrieve values for budgeting, planning,
and analysis, Sage Active Planner enables you to link key business drivers to the
budget, spread costs or revenue targets over defined periods of time, and model
seasonal trends. |
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Create an unlimited number of formulas and formula lines.
Use formulas to annualize sales for the last quarter for a fast growing company, derive
account values as a percentage of previous year’s sales, compute average daily
balance of debt for an interest calculation, or use database queries to retrieve
enterprise-wide information. |
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Define global and local formulas.
Global formulas can be used by anyone in the system, eliminating the need for users
to re-key standard formulas. Local formulas can be created for and attached to a
specific Plan Sheet. |
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Flexible spreading techniques.
With Sage Active Planner you’ll be able to apply calculations to a group of columns
and spread back to individual periods using factors such as seasonal trends, user
defined business drivers, and prior year activity. |
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Track general ledger balances.
You’ll be able to track fixed or relative period ranges; actual, budget or statistical
balances; beginning, change, ending or average daily balances; any account or ranges
of accounts; and multiple companies. |
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 Active Planner Module - printable download of this page (PDF 404
kb) |
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Modules |
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