Operating Plan sheet
Overview
This sheet helps you clarify strategic budget objectives before making updates to a budget. It presents a questionnaire that lists the department's objectives and describe how any changes to the budget will support each objective. For example, you can use this for a SWAT analysis approach or whatever is most meaningful to your organization. The purpose of the planning questions is to capture higher level, salient points within the plan file to facilitate a discussion with the budget stakeholders such as department directors or vice presidents. You can review the questions with others by opening the plan file directly or running the
NOTE: The questions that display are determined and set up by your organization. If you have Administrator privileges, you can add or edit them in the Budget Assumptions driver
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Completing plan questions
To complete plan questions:
- In this tab, do any of the following:
Answer the questions by entering content in as many rows as needed.
NOTE: The content in the rows do not wrap, meaning that once you get to the end of the row, you need to continue entering content in the next row.
- To add a line, double-click Double Click to Insert New Planning Lines.
- After you finish making changes, in the Main ribbon tab, click Save.
