Planning

In this article, you'll learn how to efficiently handle prior year rates, whether individually or in bulk. These rates play a pivotal role as they directly impact profitability accounts within the profitability cube and their corresponding financial accounts on the Profit and Loss (P&L) stateme...

If you've encountered an error message when attempting to upload quantities and gross sales in the Planning Module, you're not alone. This article will help you understand why this error occurs and how to resolve it. This articles contains the following topics: Issue definition Resolution ...

This article contains the following topics:  Overview Basics Navigation Making changes Planning scenarios Overview Planning in Catalyst includes a Financial Planning module where you can plan, budget, or forecast at the Summary, Account, Balance, or Detail level. This tool provides a powerful r...

Catalyst has robust planning tools that allow you to streamline your forecasts and sales plans. This article provides a full tutorial on mastering profitability planning in Catalyst. This article contains the following topics:  Planning overview Quick tips Getting started Planning basics Volume ...

The File Upload Center is your hub for uploading any file that contains data you want introduced into the Catalyst equation, and it's found under the Planning tab in your Catalyst instance. It's located there because its primary use-case is uploading planning export/upload sheets. Why should I us...

In Planning, you may want to automatically feed amounts from a profitability or operational account into your financial data on your Income Statement or Balance Sheet. Catalyst lets you do that easily.  Why You would only do this for Planning to Financial syncing, rather than Financial to Planni...

I've already uploaded a budget and now I want to make changes. What do I do? You can make changes to a budget scenario in the Catalyst user interface, but it'll probably be easier to use the Excel options dropdown to export a file and make your changes there.  Under the Planning tab in Catalyst...