Flexible Financial and Capacity Planning

An intuitive solution for updating your cash flow and capacity plans.

Principle

Native cash/capacity planning screens suffer from several limitations:
– Specific fields are not visible in the table: the user must select each line to display the values,
– All groups are visible, even those not in use: the user must navigate to reach the desired information,
– All periods are displayed, it is not possible to quickly filter over a year,
– The table display is not optimized: depending on the user resolution, the screen is not fully used and a scrollbar appears to navigate, while there is still space to display more rows.

This leads to inefficiency and frustration, as the user has to make a significant number of clicks.

Description

With this add-on, you benefit from numerous ergonomic improvements and new functions:
– Specific fields are visible as columns:
All information is visible in the table,
Possibility of filtering,
Dynamically managed field types: drop-down list, search help, checkbox, date, text.
– Possibility of entering a comment at financial/capacity group level,
– Display can be modified on the fly: granularity, filter by year,
– Only used groups are displayed: new lines are added using the new “Insert Line” function,
– Data validation and consistency checks,
– New functions for quickly deleting/copying/shifting values,
– User screen resolution is considered to optimize table display.

PHYSIOLOGICAL

Available for cash flow and capacity plans.
Intuitive user interface.
Drastically reduces administration time and effort.
Improves data quality.
Extension-based development, compatible with SP and version upgrades.