Vision Budget Management v6+


Duration: 1 Day - scheduled on demand


Prerequisite: Knowledge of SunSystems concepts. An understanding of your company's budget structure. Basic knowledge of Microsoft Excel.


Who should attend: Users responsible for budgeting activities within the company.


What you will learn: At the completion of this training session participants will be competent to:

  • Use Vision Budget Management to control the entire budgeting process for your organisation.


Course Content - Vision Budget Management v6+ SunSystems



Introduction and Overview

  • Using current period override
  • Creating a workbook template
  • Creating a transfer name

Global Settings

  • Starting Vision Budget Management
  • Loading Excel templates
  • Using status codes
  • Creating a database profile
  • Understanding transfer methods

Budget Structure

  • Creating a new budget
  • Allocating a user access to a budget
  • Creating a normal budget group & workbook
  • Assigning a transfer name
  • Linking XL formulas
  • Adding existing workbook, editing workbook definitions

Grid View, Auditing and Notes

  • Editing single & multiple workbooks in the grid view
  • Adding Vision Executive reports
  • Enabling auditing
  • Entering notes & using comment viewer

The Budget Cycle

  • Dispatching, importing and validating workbooks
  • Adding Budget amounts to workbooks
  • Changing the status on a workbook
  • Transferring to the Data Warehouse and viewing the data transferred
  • Amending data
  • Changing Budget version numbers, creating a Budget structure

Modifying the Budget Structure

  • Editing Budget structures, working with selected Budgets

User Defined Fields, Filtering and Printing

  • Adding user defined fields
  • Creating varying filters
  • Allocating user defined fields to Ledger Analysis Codes and Workbooks
  • Creating user defined status codes
  • Printing within Budget Management

Budget Management Administration

  •  Defining user security
  •  Allocation users to budgets, budget groups and workbooks
  •  Removing user accessx
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