Planner Setup (Video)

Planner Setup allows an Admin user to:

• Create, edit, and manage the budget
• Update the default budget year
• Add or remove worksheets in the budget
• Export/import budgets as needed

All Admin users have access to all tabs in Planner Setup. A non-admin user with access to Planner Setup will only have access to the Worksheet Management tab.

Each tab within Planner Setup allows for various actions.

Budget Management Tab

This is the default tab in Planner Setup. It provides options for managing your budgets.

• Create a budget - Set the year and click Load, and then click Create Budget to create a blank budget or one based on the prior year's information. Review New Budget Cycle for more details.
  
  
  
• Edit the budget name and comments
  1. Click anywhere on the budget name or on the pencil icon.
  2. Edit as appropriate.
  3. Click Save.
     
     
• Action menu - Select any budget using the box to the left of the budget name to load the action menu:
  
  
  
• Copy - Create a copy of the selected budget and choose to post or not post all special purpose worksheets to the copy.
• Delete - Remove the budget from the Budget Management tab and create a copy under the Manage Archived Budgets tab.
• Set as Dashboard - Make the budget the default in the Dashboard section; any user with access to Dashboard Financials or ReportBuilder will be able to see this budget.
• Set as Planner - Make the budget the default in the Planner section; any user with access to Planner Summary or Worksheets will see this budget.
• Load Actuals - Replace budget numbers with actuals and freeze the months through the date entered in a budget for that same year. This is most often used in the context of a reforecast. This action will load actuals whether or not the budget is currently frozen or the worksheet is locked.

• Limit to Existing Worksheets - To see the impact of this go to Dashboard > Financials and navigate to the Worksheet Budget Comparison report.  Any rows with a red "X" will be created as a worksheet if Limit to Existing Worksheets is unchecked.
• Load Actuals and Freeze Budget Through - Enter the date through which you want to load actuals and freeze those months. The date must be for the current budget year.
• Post SWPs after... - Click to post SWPs. Uncheck if posting is not necessary.

• Set Viewable - Allows a non-admin with the explicit rights "Can View Non-Default Budgets" on the user record to access this budget.
• Freeze/Unfreeze - Freeze all months through the Freeze Through Date, or unfreeze the budget.  Budgets are automatically frozen when actuals are loaded.
• Lock/Unlock Worksheets - Lock or unlock all worksheets within the budget. Martus recommends keeping all budget worksheets locked unless actively budgeting.
• Export - Export the budget into an Excel file. (Note this is the ONLY format that can be manipulated in Excel and re-imported into Martus.)
• Archive - Create a copy of the budget in the Manage Archived Budgets tab. Martus recommends archiving the budget before making any major changes in case of mistakes.
• Set Default Reference Data - Set the default reference data on that budget's worksheets. The options are: current or prior year budget, actuals, actuals + budget, or 12-month trailing actuals.
  
  

Worksheet Management Tab

View the list of worksheets in the selected budget, and manage their settings here. This tab is the only tab in Planner Setup available to non-admins who have "Planner Setup" selected on their user record.

• Manage worksheets in other budgets/years - Use the drop downs to choose which budget and/or fiscal year to manage.
  
  
  
• Add a new worksheet to a budget - Create a new worksheet with a dimension combination that does not currently exist in this budget. The Add Worksheet dialog allows you to assign owners and approvers and specify a target for the worksheet.
  
  
  
• Action menu - Select one or more worksheets using the check box to the left of the name to load the action menu:
  • Set Target - Set the gain/loss target using a % increase/decrease or manually.
  • Update Owners & Approvers - Assign or remove users as owners and approvers.
  • Lock/Unlock - Lock or unlock worksheets.
  • Delete - Delete the worksheet from the budget.
    
    

Import Tab

Import budgets based on an exported budget template into Martus. Choose the fiscal year for the imported budget, and then the file to import.

• Import into Existing Budget - The imported budget overwrites existing lines and creates new lines.
• Create New Budget - A new budget is created from the import.
  
  
  

Manage Archived Budgets Tab

Archiving a budget before making major changes is best practice, as it makes it easy to restore if there is a mishap.

• Select a year and budget to view the Action menu.
  • Restore - Restore the budget to the Budget Management tab.
  • Delete - Delete the budget permanently.
    
    
    

Set Budget Year Tab

• Set as Budget Year - Set the default year for the Planner section.