Budget Manager's user-friendly and intuitive instruction worksheet outlines the budget process workflow and guides Department Managers through the unfamiliar annual budgeting process.
Intuitive and easy to use
Department managers follow links to open the relevant budget worksheet. From that point on, they can view historical data, enter comments at the account level and determine the monthly spread from a variety of methods. As the manager navigates through the worksheet, they will be notified when budget items are automatically calculated or need to be input on a different worksheet, such as labour or vendor detail.
The Finance Department controls which budget items are calculated and which items need to be entered by the manager. For example, the Patient Revenue budget is automatically calculated based on the budget for primary units.
Once the manager has completed a worksheet or is ready to move on, they can click on a link to return to the instructions page and proceed to the next step in the process.
Introducing changes
Changes to the process workflow are easily built into the instruction worksheet, significantly minimizing the training effort.
