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What's new in this release of PerpetualBudget v6.0

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What's new in this release of PerpetualBudget v4.30

  • Vendor Control Budgeting - Track Vendors and Purchase Orders against budgets. Integrate the Vendor activity directly into the P & L line item(s) for your activity. Utilize the four concurrent years in PerpetualBudget to forecast, budget, track PO amounts (Plan) and posted PO amounts (Actuals). Use the separation in Forecast and Budget tracking to fund approved projects. Spread projections by month, generate timely reports regardless of your environment.

What's new in this release of PerpetualBudget v4.20

  • Drag and Drop Revisited We all like drag and drop features. This is particularly useful in budgeting where re-structuring the organization is a common requirement. With this new feature in PerpetualBudget you can drag from anywhere in the budget tree up to three levels deep and drop it wherever you like. All tables are updated, obsolete objects are deleted and workbooks are maintained. This capability lets you track real changes as well as create planning scenarios. Provide options for future operations with a minimum of effort.

  • Multiple Drill-Down Line Items - PerpetualBudget supports line item drill-downs for wages, capital, expenses and revenue. Any line item in the P & L can point at a second level of detail. One example is wages. Set up the wages line item(s) to point at the sum of detail records, i.e., employee lists. Derive up to 10 separate line items proportional to wages. These calculations point back to their respective line in the P & L. Use your own formulas and methods for calculations.

  • Assumptions Data Blocks Assign any line item in the P & L to its own Data Block. Add as many lines as you need. Develop mathematical relationships within the Blockor between Blocks. PerpetualBudget writes all data to the database including formulas. Bock totals point back to their respective line items in the P & L.

  • By Org/Project By Date Range Variance Reporting Create custom reports By Organization or Project and set independent date ranges for each project. Track multi-year projects and produce date range settable variance reports.


What's new in this release of PerpetualBudget v4.10

  • Combine multiple Company Files support - Graphical trees have been added to the Data Exchange Wizard screens to facilitate the creation of a master budget from a group of disassociated Company Files (QuickBooks). Once the budget structure has been graphically created, the program builds all required budget components. Additional data transfers such as Chart of Accounts, selectable period actuals data and actuals data factored as starting budget numbers can then be automatically imported into PerpetualBudget.
  • Tasks, People and Budgets - Companion to fully automating the creation and maintenance of budget structures is the requirement to automate the use of the budget system. This release transforms PerpetualBudget from a manageable set of dynamic files to a high level data services system. The new TaskDrag interface gets the budgets and reports from the database to the managers with a point, click and drag simplicity that masks the power of the engines under the hood doing the heavy lifting. Select the task, grab the organization (hierarchy) and drop it on the assigned manager. The program builds everything required and delivers it without further intervention. And when data is updated and retrieved by the program, the change data is detected and written to the database.
  • Advanced drill-down support - PDD and FTE. Drill-downs are worksheets that supply summary data lines to any selected line item of the parent P & L report. PDD (P & L Drill-Down) worksheets are free-form data blocks that support their assigned P & L line item. Free-form means you can have any number of rows, formulas, relationships and constructs. All data is persisted and the PDD worksheet is "live" with it's parent P & L. FTE (full-time equivalent) drill-downs support Wages budgeting by hosting employee wages detail and providing extended employee attributes to compute associated and related wages line items such as Payroll Taxes, Vacation Pay, Fringe Benefits, et al. All computed totals can feed the P & L directly or be associated with related PDD computations.

What's new in this release of PerpetualBudget v4.00

  • Auto-Configure - customers using QuickBooks (Pro, Premier, Enterprise) will be able to fully configure new budget projects using an XML interface between PerpetualBudget and QuickBooks. If Class tracking is On and used to track organization accounts, PerpetualBudget will expand this structure to include a budget for each organization which rolls up to the parent organization. These budgets can be distributed to remote managers for budgeting, forecasting and variance management.

What's new in this release of PerpetualBudget v3.70

  • Dashboard - this new tab joins Interview and Tables to provide At-A-Glance status of projects. Get statistics on replies in the queue, updates to perform, files to replace, reminders and approvals due. Click on an attribute and get complete details. Always know what to do next!
  • Project Rollover - add project scenarios or rollover existing projects to a new year. Copy files, move the Plan values to Budget or Forecast numbers to Plan, replicate all the budget organizations. This feature eliminates the need to tag old records and leaves all projects on-line from the interface for historical search and trending.
  • [RUP <org_name>] consolidations of detailed data collection worksheets. Applications requiring a high level of detailed line items create worksheets that get big. This rollup worksheet provides an easy to read consolidation that accompanies the detailed one.
  • Unlimited organization levels - model your organization no matter how complex.
  • Supports asymmetrical organizations - builds, tracks and supports all organizations regardless of parent-child relationships.
  • Drag and drop support to move organizations to new parents

What's new in this release of PerpetualBudget v3.60

  • Variance Management (VM) - in order to implement VM we need to expand the working modes of PB to include:
    • Budget Planning Cycle - User controlled set of negotiated events and amounts.
    • Budget Spread - the spread of approved budget amounts over budget periods.
    • Variance Management - dynamic views of actuals, budget, and variance by period.
      The budget modes and views can be managed within a single project or spread across multiple projects.
  • OBS II - The One Big Sheet concept is being expanded to accomodate the budget planning cycle and variance management requirements. This results in a comprehensive P & L for profit and cost centers that handles line item detail, summary account rollup and reporting of all budget phases.
  • Virtual Array (VA) - the pbNOW Engine is being revised to write financial reports and updates to a "virtual array" which is then available to support Excel worksheets, PB data tables and Web services. This is a first step in relieving the dependence on pre-formatted templates in the Template Manager. Excel power users can still use Template Manager to design and support advanced templating. It's also a pre-cursor to web based client support.
  • pbDesigner II - the integrated report writing features of pbDesigner are being revised to simplify the generation of report outlines. This reduces the Administrator's need to fully specify and control much of the "typing" that occurs between documents, i.e., Income Statement, Cash Flow and Balance Sheet.
  • A general purpose Export screen/capability is being added to the Reports tab. Any screen supported views and reports can be exported to comma delimited files or Excel, much like QuickBooks Pro.


What's new in this release of PerpetualBudget v3.50

  • pbCASH - The Cash Flow and Balance Sheet statements are integrated into pbDesigner and pbNOW to be created automatically and are interfaced with the Income Statement to form a complete end-to-end set of financial reports. pbCASH provides algorithms to improve cash performance from the budget cycle.
  • Allocation Engine - All existing allocations methods are integrated into pbDesigner and pbNOW to provide a comprehensive allocation engine which can allocate any expense to any other organization or line item account.
  • Data management tools - The versatility of pbDesigner permits users to author financial documents in a free-form topic/sub-topic/section label fashion. This demands more stringent controls and tools to re-align the data line item accounts when the document formats change.
  • Improved project creation tools - More capabilities like pbDesigner and pbNOW added after the Builder tools have made the Interview - Budget Building process less intuitive. This release works out some of the work flow kinks making budget creation more intuitive. A totally new interface is not planned until v4.00 (Q3 2005).
  • Drill Down template & data control - This release merges the detailed templates of PB with the summary templates to create a more unified method of P & L template control. P & L templates of any complexity can drill-down on any line item to more detailed data located in additional templates. All data is stored in the database for further consolidation and reporting.


What's new in this release of PerpetualBudget v3.40

  • pbNOW - perpetualbudget No-links On-demand Worksheet restore makes it's debut in
    PerpetualBudget as the program achieves the milestone of creating and maintaining
    budget structures completely from data and program features available from the interface.
    The program can now dynamically re-create any budget element and it's data from database
    storage and configuration settings.
  • pbDesigner - This easy to use screen enables the user to create and maintain complex
    budget structures from lists of labels! The label design of the most basic data collection
    template drives the construction of this template and all related higher order templates
    and consolidations. Integrated with the line item accounts tables, all spreadsheet
    components are built on-the-fly from a simple hierarchical listing of labels.
  • Template Manager II - The second generation of the Template Manager budget development
    environment provides a step-by-step procedure and screens to select and configure
    product templates and base workbooks completely integrated with the pbNOW and pbDesigner
    feature sets. You can tailor your budget and organizational structures more easily
    using the new generation of budget tools.
  • Repeating Data Blocks - A primary element in the pbNOW and pbDesigner strategy is
    the notion of repeating data blocks. These are simple sections of a worksheet layed
    out to be repeated throughout the worksheet and to receive data from the database
    as the program processes queries in sequences determined by pbDesigner. When pbNOW
    is run, all budget worksheets are created using the selected type of repeating data
    block (fixed line item lists, variable sections of applied line items and GL structured
    lists of blocks with programmable detail). The interface suppports developing user
    defined data blocks for greater customization flexibility. Customization services
    are also available from SBA, Inc.


What's new in this release of PerpetualBudget v3.30

  • Line item drill-down. From any line item account, designate it as a detailed data item to associate the totals with database details or detailed worksheet templates.
  • Customize your own base budget workbook interfaced to PerpetualBudget's internal processing. Capitalize on your investment in Excel templates and training by re-using most of your existing system in PB.
  • Generate unique P & L templates on-the-fly from any GL structure applied across a hierarchy of organizations.
  • Increased numbers of organizational levels supported. Reduced dependence on organizational position in the hierarchy.
  • User defined Summary Tables. Works with drill-down to summarize multiple data sources for line items.
  • Single-click restoration of all budget system data after any line item change.
  • Generalization of labels to include Cost Centers, Schools and Government organizations.

What's new in this release of PerpetualBudget v3.20

  • Create new budgets from an automated interface with your accounting program General Ledger: Chart of Accounts (exported to a file). Maintain GL line items changes by rebuilding templates and restoring data automatically from the database.
  • Integrate your existing Excel budget with PerpetualBudget.
    • Add User Defined Templates (UDT)
    • Configurable consolidation summaries & reports
  • Multi Profit Center planning and consolidation. Organizes revenue and expenses for any company type in a large-sheet, condensed template style. Use our templates or yours; consolidates all divisions, branches or departments. This release builds on the basic  detailed department-based budget structure of PerpetualBudget.
  • Middle-ware data interface. Use PerpetualBudget as the Excel interface to your Enterprise budgeting solution. Collect or distribute raw budgeting data in Excel. Manage remote updates and store consolidated totals in the database.
  • Excel Reports Manager. Format reports in Excel using database stored results. Re-implement formulas, labels and data using the point and click interface.

What's new in this release of PerpetualBudget v3.10

  • Seamless Outlook/Exchange interface. Automated send/retrieve and processing of e-mail attachments in Corporate network environment. Handles security messages, Contact lists, resolves SMTP and GAL addressing.
  • User workbook backup files. Get the last user update file.
  • User workbook versions files. Rollback to a version of user file updates.
  • Log tables of events. Drill down for details.
  • Data rollback or forward between dates. Select a start and ending date and the master
    workbook is re-configured on-the-fly from database change data.
  • Accounting system interface. Import GL CoA structure and data from any accounting package.
  • Enable department-level P & L within Profit Centers.

In development - expected release date of April 30, 2004.

What's new in this release of PerpetualBudget v3.00

  • Explorer views of projects, budget structures and system reports. Tree views of all structures make it easier to follow the development of a new budget structure or to manage the ongoing process of the budgeting cycle.
  • BudgetBuilder is integrated with a tree view of the budget structure providing on-line feedback of the progress of the development.
  • Goal Setting Mode - this feature allows you to switch between high-level goal numbers set by you and the detailed rollup totals from the departments (divisions). This enables you to quickly shape and guide the budget result.
  • Allocations controls for InterCompany and IntraCompany expense distribution. 
  • Web enabled Evaluation Guide. Use the web links in the GUI, workbooks and Help system to walk through the sample budget.
  • Objects in the tree are linked to database tables allowing fast point and click viewing and interaction with the system data.
  • Reports are enhanced greatly by the addition of the graphical trees. The associations of Cost of Sales and Operating Expense elements with revenue centers are easily displayed with easy access to actual budget data at any point in the tree.
  • Enhanced data management of budget data. All system data is stored in the database, making the workbook an on-demand interface for updating, changes and expansion.
  • Builds Group User budget workbooks from a graphical specification automatically.
  • We are ceasing to "take over" the Excel interface for budget workbooks. The Excel environment is not changed during use of a budget workbook. Also, all code has been removed from workbooks. This facilitates use of Excel for normal operations and allows the budget workbooks to run on any Excel installation. Control and navigation of the workbook is provided by PerpetualBudget running as an Add-in or by using the normal Excel controls.
  • The 'absence' of VBA macros in PB workbooks enhances the use of customer developed macros and worksheets for interfacing PB to other in-house financial systems.


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Last modified: Wednesday August 17, 2011.