Sans la plateforme
Information about Budget Management lives in separate spreadsheets, and nobody knows which version is current.
Avec Partiu Formatura
7 modules share the same class, graduate and event records.
Finance and management · Budget Management
Plan, approve and control every dollar of the operation
From annual planning to the end of the month: budget for the company, the class, the event and the committee's cash flow in a single cycle. Provisions that fill themselves, collaborative planning with managers, budgeted versus carried out in real time and blocking of expenditure without funds. The budget is the approved amount for the year; the continuous reprojection, scenarios and projected balance sheet are in Financial Planning & Forecast.
Le problème et la solution
What changes when Budget Management works inside the platform
This is connected information about classes, graduates and events across 7 modules, replacing scattered spreadsheets and messages.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Budget Planning and Automatic Provisions update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Budget Management shares information directly with other areas of the platform.
Comment ça marche
How information moves through Budget Management
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
What is available in Budget Management
- Budget PlanningCreate the annual budget in a living spreadsheet, with scenarios, assumptions and formulas.8
- Automatic ProvisionsRules that fill the budget line based on actual system data.7
- Collaborative PlanningBudget campaign with ceiling per manager, rounds of negotiation and approval.8
- Budgeted x RealizedTrack execution month by month with drill down to the source document.8
- Governance and Funding GateLimits, limits and blocking of expenses without direct balance in expense modules.10
- Graduation BudgetMargin per class, cost per graduate, event budget and commission cash.7
- Intelligence and ReportsAI copilot, predictive alerts, comparative DRE and approval via cell phone.11
À la une
Budget gate: spending without a balance does not pass
Before approving a bill to pay, a purchase, a freelancer fee or payroll, the system checks the budget line and responds if it still fits. It's your policy: alert, demand approval or block outright. Every blocked attempt is registered, with the name of the person who released the exception.
Voir à l’œuvre- Commitment Funnel Answers “Can I Spend Now?”
- Scopes with levels, quorum and decision deadline
- Relocation between lines with registered approval
- Contingency mode with reversible percentage cut
Budget Planning
Create the annual budget in a living spreadsheet, with scenarios, assumptions and formulas.
- Planning worksheet with 12 competencies, total and accumulated
- Direct paste from Excel and import with column detection
- Distribution of the annual value in equal parts, historical seasonality or proper curve
- Lines calculated by formula using assumptions (inflation, active graduates, average ticket)
- Drivers that connect the line to the real volume (gift cost x active graduates)
- Pessimistic, realistic and optimistic scenarios side by side
- Templates by graduation type and copy from the previous year
- Zero-based budget with mandatory justification per line
Automatic Provisions
Rules that fill the budget line based on actual system data.
- Provision of payroll with charges, thirteenth and vacations appropriate by competence
- Tax provision at the active tax regime rate on budgeted revenue
- Recurring expense calculated by the average of the last twelve months
- Current third-party contracts automatically posted
- Calculation basis by source, percentage of revenue, percentage of another line or historical average
- Preview before applying, showing what changes and the reason for each rule ignored
- Idempotent execution that respects closed month and does not overwrite manual adjustment
Collaborative Planning
Budget campaign with ceiling per manager, rounds of negotiation and approval.
- Distribution of ceiling by cost center based on registered managers
- Opening of the cycle with email notification and notice within the system
- "My Proposal" screen for the manager to plan and send his own area
- Mandatory justification when the proposal exceeds the ceiling
- Return with suggested cut and comment, opening a new round
- Approval with proportional cut applied to open skills
- Append-only negotiation track with everything that was decided and by whom
- Automatic reminders of expired deadlines and open competences
Budgeted x Realized
Track execution month by month with drill down to the source document.
- Matrix of budgeted, realized, committed, balance and variation by line and accrual
- Drill down to the payable account, installment, sheet or note that generated the amount
- Alternate accrual, cash or contractor basis without losing the plan
- Commitment funnel that answers “can I spend now?”
- Closing projection by moving average, remaining budget and seasonal trend
- Analysis of deviations with ABC curve and identification of recurring overflow
- Monthly closing with checklist that freezes competence
- Export to Excel and PDF in any view
Governance and Funding Gate
Limits, limits and blocking of expenses without direct balance in expense modules.
- Exception justifications recorded with attachment and approver
- Blocks and exceptions listed on a separate, auditable screen
- Fund gate in accounts payable, purchases, fleet, freelancer fee, payroll and commissions
- Policy by budget, cost center, category or class: alert, require approval or block
- Scope with sequential or parallel levels, quorum and decision deadline
- Relocation of funds between lines with registered approval
- Justification of deviation with attachment and acceptance flow by the manager
- Record of all blocked attempts, with exceptional release identified
- Contingency mode with trigger, cut percentage and item-by-item reversal
- Auditable timeline of everything that happened in the budget
Graduation Budget
Margin per class, cost per graduate, event budget and commission cash.
- Budget by class with contracted revenue, default, expected and actual margin
- Viability simulator: how many graduates the class needs to close positively
- Cost per graduate broken down into photos, album, event, gift, ticket and team
- Benchmark between classes to calibrate the next commercial proposal
- Event budget by item and supplier, with cost per guest and approved ceiling
- Commission box with accountability publishable on the portal and in the app
- Apportionment of shared expenses by number of graduates, revenue or fixed percentage
Intelligence and Reports
AI copilot, predictive alerts, comparative DRE and approval via cell phone.
- Goals and scoreboard by cost center, with visible monitoring for the team
- Free dimensions to cut the budget by project, product or what your company uses
- Budget copilot that responds in natural language about the budget itself
- Automatic explanation of deviation with the largest contributors identified
- Predictive overflow alert before it happens and anomaly detection
- What if simulator with live recalculation of assumptions
- Rolling forecast that redesigns the rest of the year every month
- Budgeted x realized DRE, consolidated by branch and ranking of cost centers
- Budget source in Report Builder and external BI API
- Cell phone panel with traffic light by cost center and approval in one touch
- Alert subscriptions per user sent by email, internal notice and WhatsApp
Liste de contrôle
Everything included in Budget Management
All 59 features in this area, grouped by module so you can compare systems item by item.
- Planning worksheet with 12 competencies, total and accumulated
- Direct paste from Excel and import with column detection
- Distribution of the annual value in equal parts, historical seasonality or proper curve
- Lines calculated by formula using assumptions (inflation, active graduates, average ticket)
- Drivers that connect the line to the real volume (gift cost x active graduates)
- Pessimistic, realistic and optimistic scenarios side by side
- Templates by graduation type and copy from the previous year
- Zero-based budget with mandatory justification per line
- Provision of payroll with charges, thirteenth and vacations appropriate by competence
- Tax provision at the active tax regime rate on budgeted revenue
- Recurring expense calculated by the average of the last twelve months
- Current third-party contracts automatically posted
- Calculation basis by source, percentage of revenue, percentage of another line or historical average
- Preview before applying, showing what changes and the reason for each rule ignored
- Idempotent execution that respects closed month and does not overwrite manual adjustment
- Distribution of ceiling by cost center based on registered managers
- Opening of the cycle with email notification and notice within the system
- "My Proposal" screen for the manager to plan and send his own area
- Mandatory justification when the proposal exceeds the ceiling
- Return with suggested cut and comment, opening a new round
- Approval with proportional cut applied to open skills
- Append-only negotiation track with everything that was decided and by whom
- Automatic reminders of expired deadlines and open competences
- Matrix of budgeted, realized, committed, balance and variation by line and accrual
- Drill down to the payable account, installment, sheet or note that generated the amount
- Alternate accrual, cash or contractor basis without losing the plan
- Commitment funnel that answers “can I spend now?”
- Closing projection by moving average, remaining budget and seasonal trend
- Analysis of deviations with ABC curve and identification of recurring overflow
- Monthly closing with checklist that freezes competence
- Export to Excel and PDF in any view
- Exception justifications recorded with attachment and approver
- Blocks and exceptions listed on a separate, auditable screen
- Fund gate in accounts payable, purchases, fleet, freelancer fee, payroll and commissions
- Policy by budget, cost center, category or class: alert, require approval or block
- Scope with sequential or parallel levels, quorum and decision deadline
- Relocation of funds between lines with registered approval
- Justification of deviation with attachment and acceptance flow by the manager
- Record of all blocked attempts, with exceptional release identified
- Contingency mode with trigger, cut percentage and item-by-item reversal
- Auditable timeline of everything that happened in the budget
- Budget by class with contracted revenue, default, expected and actual margin
- Viability simulator: how many graduates the class needs to close positively
- Cost per graduate broken down into photos, album, event, gift, ticket and team
- Benchmark between classes to calibrate the next commercial proposal
- Event budget by item and supplier, with cost per guest and approved ceiling
- Commission box with accountability publishable on the portal and in the app
- Apportionment of shared expenses by number of graduates, revenue or fixed percentage
- Goals and scoreboard by cost center, with visible monitoring for the team
- Free dimensions to cut the budget by project, product or what your company uses
- Budget copilot that responds in natural language about the budget itself
- Automatic explanation of deviation with the largest contributors identified
- Predictive overflow alert before it happens and anomaly detection
- What if simulator with live recalculation of assumptions
- Rolling forecast that redesigns the rest of the year every month
- Budgeted x realized DRE, consolidated by branch and ranking of cost centers
- Budget source in Report Builder and external BI API
- Cell phone panel with traffic light by cost center and approval in one touch
- Alert subscriptions per user sent by email, internal notice and WhatsApp
Want to see Budget Management in your operation?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.