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| | What's new in this release of PerpetualBudget
v4.30
- Vendor Control Budgeting - Track Vendors and
Purchase Orders against budgets. Integrate the Vendor activity directly into
the P & L line item(s) for your activity. Utilize the four concurrent years in
PerpetualBudget to forecast, budget, track PO amounts (Plan) and posted PO
amounts (Actuals). Use the separation in Forecast and Budget tracking to fund
approved projects. Spread projections by month, generate timely reports
regardless of your environment.
What's new in this release of PerpetualBudget
v4.20
-
Drag and Drop Revisited
– We all like drag and drop features. This is particularly useful in budgeting
where re-structuring the organization is a common requirement. With this new
feature in PerpetualBudget you can drag from anywhere in the budget tree up to
three levels deep and drop it wherever you like. All tables are updated,
obsolete objects are deleted and workbooks are maintained. This capability
lets you track real changes as well as create planning scenarios. Provide
options for future operations with a minimum of effort.
-
Multiple Drill-Down Line Items
- PerpetualBudget supports line item drill-downs for wages, capital, expenses
and revenue. Any line item in the P & L can point at a second level of detail.
One example is wages. Set up the wages line item(s) to point at the sum of
detail records, i.e., employee lists. Derive up to 10 separate line items
proportional to wages. These calculations point back to their respective line
in the P & L. Use your own formulas and methods for calculations.
-
Assumptions Data Blocks
– Assign any line item in the P & L to it’s own Data Block. Add as many lines
as you need. Develop mathematical relationships within the Block…or between
Blocks. PerpetualBudget writes all data to the database including formulas.
Bock totals point back to their respective line items in the P & L.
-
By Org/Project By Date Range Variance Reporting
– Create custom reports By
Organization or Project and set independent date ranges for each project.
Track multi-year projects and produce date range settable variance reports.
What's new in this release of PerpetualBudget
v4.10
- Combine multiple Company Files support - Graphical trees
have been added to the Data Exchange Wizard screens to facilitate the creation
of a master budget from a group of disassociated Company Files (QuickBooks).
Once the budget structure has been graphically created, the program builds all
required budget components. Additional data transfers such as Chart of
Accounts, selectable period actuals data and actuals data factored as starting
budget numbers can then be automatically imported into PerpetualBudget.
- Tasks, People and Budgets - Companion to fully automating
the creation and maintenance of budget structures is the requirement to
automate the use of the budget system. This release transforms PerpetualBudget
from a manageable set of dynamic files to a high level data services system.
The new TaskDrag
interface gets the budgets and reports from the database to the managers with
a point, click and drag simplicity that masks the power of the engines under
the hood doing the heavy lifting. Select the task, grab the organization
(hierarchy) and drop it on the assigned manager. The program builds everything
required and delivers it without further intervention. And when data is
updated and retrieved by the program, the change data is detected and written
to the database.
- Advanced drill-down support - PDD and FTE. Drill-downs are
worksheets that supply summary data lines to any selected line item of the
parent P & L report. PDD (P & L Drill-Down) worksheets are free-form data
blocks that support their assigned P & L line item. Free-form means you can
have any number of rows, formulas, relationships and constructs. All data is
persisted and the PDD worksheet is "live" with it's parent P & L. FTE
(full-time equivalent) drill-downs support Wages budgeting by hosting employee
wages detail and providing extended employee attributes to compute associated
and related wages line items such as Payroll Taxes, Vacation Pay, Fringe
Benefits, et al. All computed totals can feed the P & L directly or be
associated with related PDD computations.
What's new in this release of PerpetualBudget
v4.00
- Auto-Configure - customers using QuickBooks (Pro, Premier,
Enterprise) will be able to fully configure new budget projects using an XML
interface between PerpetualBudget and QuickBooks. If Class tracking is On and
used to track organization accounts, PerpetualBudget will expand this
structure to include a budget for each organization which rolls up to the
parent organization. These budgets can be distributed to remote managers for
budgeting, forecasting and variance management.
What's new in this release of PerpetualBudget
v3.70
- Dashboard - this new tab joins Interview and Tables to
provide At-A-Glance status of projects. Get statistics on replies in the
queue, updates to perform, files to replace, reminders and approvals due.
Click on an attribute and get complete details. Always know what to do next!
- Project Rollover - add project scenarios or rollover
existing projects to a new year. Copy files, move the Plan values to Budget
or Forecast numbers to Plan, replicate all the budget organizations. This
feature eliminates the need to tag old records and leaves all projects
on-line from the interface for historical search and trending.
- [RUP <org_name>] consolidations of detailed data
collection worksheets. Applications requiring a high level of detailed line
items create worksheets that get big. This rollup worksheet provides an easy
to read consolidation that accompanies the detailed one.
- Unlimited organization levels - model your organization
no matter how complex.
- Supports asymmetrical organizations - builds, tracks and
supports all organizations regardless of parent-child relationships.
- Drag and drop support to move organizations to new
parents
What's new in this release of PerpetualBudget
v3.60
- Variance Management (VM) - in order to implement VM we
need to expand the working modes of PB to include:
- Budget Planning Cycle - User controlled set of
negotiated events and amounts.
- Budget Spread - the spread of approved budget amounts
over budget periods.
- Variance Management - dynamic views of actuals,
budget, and variance by period.
The budget modes and views can be managed within a single project or
spread across multiple projects.
- OBS II - The One Big Sheet concept is being expanded to
accomodate the budget planning cycle and variance management requirements.
This results in a comprehensive P & L for profit and cost centers that
handles line item detail, summary account rollup and reporting of all budget
phases.
- Virtual Array (VA) - the pbNOW Engine is being revised to
write financial reports and updates to a "virtual array" which is then
available to support Excel worksheets, PB data tables and Web services. This
is a first step in relieving the dependence on pre-formatted templates in
the Template Manager. Excel power users can still use Template Manager to
design and support advanced templating. It's also a pre-cursor to web based
client support.
- pbDesigner II - the integrated report writing features of
pbDesigner are being revised to simplify the generation of report outlines.
This reduces the Administrator's need to fully specify and control much of
the "typing" that occurs between documents, i.e., Income Statement, Cash
Flow and Balance Sheet.
- A general purpose Export screen/capability is being added
to the Reports tab. Any screen supported views and reports can be exported
to comma delimited files or Excel, much like QuickBooks Pro.
What's new in this release of PerpetualBudget
v3.50
- pbCASH - The Cash Flow and Balance Sheet statements
are integrated into pbDesigner and pbNOW to be created automatically and are
interfaced with the Income Statement to form a complete end-to-end set of
financial reports. pbCASH provides algorithms to improve cash performance
from the budget cycle.
- Allocation Engine - All existing allocations methods are
integrated into pbDesigner and pbNOW to provide a comprehensive allocation
engine which can allocate any expense to any other organization
or line item account.
- Data management tools - The versatility of pbDesigner
permits users to author financial documents in a free-form
topic/sub-topic/section label fashion. This demands more stringent controls
and tools to re-align the data line item accounts when the document formats
change.
- Improved project creation tools - More capabilities like
pbDesigner and pbNOW added after the Builder tools have made the Interview -
Budget Building process less intuitive. This release works out some of the
work flow kinks making budget creation more intuitive. A totally new interface
is not planned until v4.00 (Q3 2005).
- Drill Down template & data control - This release merges
the detailed templates of PB with the summary templates to create a more
unified method of P & L template control. P & L templates of any complexity
can drill-down on any line item to more detailed data located in additional
templates. All data is stored in the database for further consolidation and
reporting.
What's new in this release of PerpetualBudget
v3.40
- pbNOW - perpetualbudget No-links On-demand Worksheet
restore makes it's debut in
PerpetualBudget as the program achieves the milestone of creating and
maintaining
budget structures completely from data and program features available from
the interface.
The program can now dynamically re-create any budget element and it's data
from database
storage and configuration settings.
- pbDesigner - This easy to use screen enables the user to
create and maintain complex
budget structures from lists of labels! The label design of the most basic
data collection
template drives the construction of this template and all related higher
order templates
and consolidations. Integrated with the line item accounts tables, all
spreadsheet
components are built on-the-fly from a simple hierarchical listing of
labels.
- Template Manager II - The second generation of the
Template Manager budget development
environment provides a step-by-step procedure and screens to select and
configure
product templates and base workbooks completely integrated with the pbNOW
and pbDesigner
feature sets. You can tailor your budget and organizational structures more
easily
using the new generation of budget tools.
- Repeating Data Blocks - A primary element in the pbNOW
and pbDesigner strategy is
the notion of repeating data blocks. These are simple sections of a
worksheet layed
out to be repeated throughout the worksheet and to receive data from the
database
as the program processes queries in sequences determined by pbDesigner. When
pbNOW
is run, all budget worksheets are created using the selected type of
repeating data
block (fixed line item lists, variable sections of applied line items and GL
structured
lists of blocks with programmable detail). The interface suppports
developing user
defined data blocks for greater customization flexibility. Customization
services
are also available from SBA, Inc.
What's new in this release of PerpetualBudget
v3.30
- Line item drill-down. From any line item account,
designate it as a detailed data item to associate the totals with database
details or detailed worksheet templates.
- Customize your own
base budget workbook interfaced to PerpetualBudget's internal processing. Capitalize on your investment in
Excel templates and training by re-using most of your existing system in PB.
- Generate unique P & L templates on-the-fly from any GL structure
applied across a hierarchy of organizations.
- Increased numbers of organizational levels supported.
Reduced dependence on organizational position in the hierarchy.
- User defined Summary Tables. Works with drill-down to
summarize multiple data sources for line items.
- Single-click restoration of all budget system data after
any line item change.
- Generalization of labels to include Cost Centers, Schools
and Government organizations.
What's new in this release of PerpetualBudget
v3.20
- Create new budgets from an automated interface with your
accounting program General Ledger: Chart of Accounts (exported to a file).
Maintain GL line items changes by rebuilding templates and restoring data
automatically from the database.
- Integrate your existing Excel budget with
PerpetualBudget.
- Add User Defined Templates (UDT)
- Configurable consolidation summaries & reports
- Multi Profit Center planning and consolidation. Organizes
revenue and expenses for any company type in a large-sheet, condensed
template style. Use our templates or yours; consolidates all divisions,
branches or departments. This release builds on the basic detailed
department-based budget structure of PerpetualBudget.
- Middle-ware data interface. Use PerpetualBudget as the
Excel interface to your Enterprise budgeting solution. Collect or distribute
raw budgeting data in Excel. Manage remote updates and store consolidated
totals in the database.
- Excel Reports Manager. Format reports in Excel using
database stored results. Re-implement formulas, labels and data using the
point and click interface.
What's new in this release of PerpetualBudget
v3.10
- Seamless Outlook/Exchange interface. Automated
send/retrieve and processing of e-mail attachments in Corporate network
environment. Handles security messages, Contact lists, resolves SMTP and GAL
addressing.
- User workbook backup files. Get the last user update file.
- User workbook versions files. Rollback to a version of
user file updates.
- Log tables of events. Drill down for details.
- Data rollback or forward between dates. Select a start
and ending date and the master
workbook is re-configured on-the-fly from database change data.
- Accounting system interface. Import GL CoA structure and
data from any accounting package.
- Enable department-level P & L within Profit Centers.
In development - expected release date of April 30, 2004.
What's new in this release of PerpetualBudget v3.00
- Explorer views of projects, budget structures and system
reports. Tree views of all structures make it easier to follow the
development of a new budget structure or to manage the ongoing process of
the budgeting cycle.
- BudgetBuilder is integrated with a tree view of the budget
structure providing on-line feedback of the progress of the development.
- Goal Setting Mode - this feature allows you to switch
between high-level goal numbers set by you and the detailed rollup totals
from the departments (divisions). This enables you to quickly shape and
guide the budget result.
- Allocations controls for InterCompany and IntraCompany
expense distribution.
- Web enabled Evaluation Guide. Use the web links in the GUI,
workbooks and Help system to walk through the sample budget.
- Objects in the tree are linked to database tables allowing
fast point and click viewing and interaction with the system data.
- Reports are enhanced greatly by the addition of the
graphical trees. The associations of Cost of Sales and Operating Expense
elements with revenue centers are easily displayed with easy access to
actual budget data at any point in the tree.
- Enhanced data management of budget data. All system data is
stored in the database, making the workbook an on-demand interface for
updating, changes and expansion.
- Builds Group User budget workbooks from a graphical
specification automatically.
- We are ceasing to "take over" the Excel interface
for budget workbooks. The Excel environment is not changed during use of a
budget workbook. Also, all code has been removed from workbooks. This
facilitates use of Excel for normal operations and allows the budget
workbooks to run on any Excel installation. Control and navigation of the
workbook is provided by PerpetualBudget running as an Add-in or by using the
normal Excel controls.
- The 'absence' of VBA macros in PB workbooks enhances the
use of customer developed macros and worksheets for interfacing PB to other
in-house financial systems.
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