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october, 2026

22oct11:00 am12:00 pmWhy You Need Applications and Plans in Planning Analytics

Event Details

Most Planning Analytics rollouts hit the same wall. The model is solid, the admin knows exactly how it works, and then twenty budget owners get a link and no idea where to start. So the admin ends up chasing status by email and rebuilding the same answer twenty times.

Applications and Plans is how you stop doing that.

This is a guided tour, not a slide deck. In 30 minutes we walk through how to build an application, break the work into plans and tasks, assign contributors, set due dates, and track who has submitted and who has not. Each person logs in and sees their piece of the process, in order, with the context they need to complete it.

What you will see: how contributors experience a plan, how approval and review flow through it, how sandboxes fit in, and how much visibility you get into the cycle without asking anyone for an update.

Who should attend: Planning Analytics administrators and model developers, FP&A leaders, budget owners, and anyone who currently manages the planning cycle through spreadsheets and follow-up emails.

You will leave knowing whether Applications and Plans fits your current process, and where to start if it does.

Time

(Thursday) 11:00 am - 12:00 pm

Registration Link

Registration Required

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