Model Building & Administration

The foundation of the Adaptive Planning solution is its collaborative modeling environment, which makes it easy for one or more administrators to set up and work with the underlying financial model. The intuitive, spreadsheet-like interface enables finance managers to create and revise assumptions and formulas, import data from other systems, and add new departments and accounts by pointing and clicking. Adding a department or division, changing headcount assumptions, or adjusting expense allocations is effortless. Moving to a powerful, automated solution has never been simpler.

Adaptive Planning provides sophisticated but easy-to-use administrative features that enable finance managers to create and structure their business models, and to control permissions and access rights of end users throughout the company. These administrative features also allow creation and management of multiple versions, facilitating analysis of historical performance as well as creation of rolling forecasts and evaluation of what-if scenarios.

Benefits:

• Easily build, modify, and maintain multi-dimensional financial models — without programming experience or help from IT
• Customize data entry sheets for end-users — without creating consolidation headaches for finance
• Support a wide variety of data entry and collection approaches for different purposes or in different functional areas
• Build different models for different functions, e.g. sales and overhead departments, or use one model across the company
• Simplify calculations using pre-built formulas for payroll tax calculations, revenue recognition, depreciation, etc.
• Create driver-based plans for greater accuracy and integrity
• Make rapid changes via centralized rules, assumptions, and formulas
• Ensure consistent assumptions across the company
• Centrally control user permissions and access rights
• Easily manage and compare versions
• Support rolling forecasts and what-if analyses

Features:

• Department Trees. Easily create, modify, and delete departments or cost centers, automatically updating financial statements and other reports.
• Chart of Accounts. Easily add or remove accounts, including financial and operational data and KPIs.
• Data Entry Sheets. Customize the layout of each department's data entry sheets.
• User-Based Access Controls. Define who has access to which data, ensuring information is shared only with appropriate users.
• Multi-Dimensional Models. Create and maintain sophisticated multi-dimensional models quickly and easily, using a drag and drop sheet builder, custom lookup tables, and time spreading options.
• Allocations Modeling. Allocate personnel and other expenses across projects, funds, programs, or similar categories.
• Centralized Assumptions & Formulas. Establish centralized assumptions and formulas, and easily modify accounts throughout the model.
• Version Management. Create unlimited versions of the model, including versions that only finance staff can access for evaluating confidential scenarios.
• Automated Integration. Automatically import disparate financial, operational, and personnel data from GL, ERP, or other enterprise applications.
• Historical Data in a Forecast. Incorporate actuals data into a forecast to view several months of historical data combined with several months of forecast data.