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Revenue vs Budget
Module: S&OP / Demand Planning
Where to open in admin
- Log in to Admin.
- Open sidebar menu S&OP / Demand Planning.
- Click Revenue vs Budget.
- Direct route (for admins):
admin/demand_planning/demand_planning_reports/budget
What this screen is for
Plan and track budget vs actual.
How to use — step by step
- Create budget for fiscal year/period.
- Enter amounts by account or cost center.
- Approve budget if workflow exists.
- Run budget vs actual report during the year.
Common buttons & actions
- Copy budget
- Approve
- Budget vs actual report
Required permissions
Staff need the dp_reports feature with: view, export.
Assign under Setup → Staff → Roles → Permissions.
Related guides
See the S&OP / Demand Planning overview for module-wide workflows, API, and setup.