Preparing fiscal year operating budgets can be complex, time consuming, and challenging. Streamline the budget process. Move staff beyond spreadsheet budgeting.

Operational planning takes place with department-level budgets. Although sometimes used interchangeably, the terms strategic planning and ‘operational planning are different. Strategic planning comes before operational planning and It establishes the big picture and sets the direction of the institution. Operational planning determines and implements the steps necessary to follow the path laid out by strategic planning and takes place with department-level budgets.

Administratively create pro forma budget scenarios based on historical and forecasted expenses, revenues, and appropriations using dynamic budget worksheets. Then, drill pro forma budgets down to units and departments for review, approval and budget reconciliation.

Apogee Workflow guides budget managers through a sequential process for review and reconciliation of department level pro forma operating budgets. Department and unit budget managers can easily add, edit or delete budgetary line items for review, reconciliation and supervisory review and approval of their pro forma operating budgets.

Apogee Workflow will be seen as a recognizable and welcomed approach to fiscal year operational budgeting.