{"id":1516,"date":"2024-09-25T13:38:49","date_gmt":"2024-09-25T13:38:49","guid":{"rendered":"https:\/\/www.board.com\/?page_id=1516"},"modified":"2025-02-26T20:20:44","modified_gmt":"2025-02-26T20:20:44","slug":"planning","status":"publish","type":"page","link":"https:\/\/www.board.com\/planning","title":{"rendered":"Capabilities: Planning"},"content":{"rendered":"\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\n

Board capability: Planning<\/h1>\n\n\n\n

Plan smarter \u2014 every step of the way.<\/p>\n\n\n\t

\n\t\t\n\t\t\n\t\t\tSee it in action<\/span>\n\t\t<\/a>\n\t\n\n\t\t\n\t\t\tRequest a demo<\/span>\n\t\t\t<\/span>\n\t\t<\/a>\n\t\n\n\t<\/div>\n\n\n\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\n\t
\n\n\t\t\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\n\n
Board integrates strategy, finance, and operations, enabling full control of performance across the organization.<\/strong><\/h5>\n\n\n\n

Unlike spreadsheets, the Board Enterprise Planning Platform is based on a single shared data repository and offers data validation, workflow, enterprise-class security, audit trail, and versioning capabilities. This enhances control and efficiency across the entire planning process \u2013 enriching results and reducing the demand of time and resources.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t

\n\t\t\n\n
\"\"<\/figure>\n\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t
\n\n\t\t\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\n\n
\"\"<\/figure>\n\n\t\n\t<\/div>\n\t\n\n\t
\n\t\t\n\n
Plan and analyze in real time.<\/strong><\/h5>\n\n\n\n

The in-memory technology (HBMP) inherent in Board delivers outstanding performance in aggregating, spreading, and running calculations on large data sets with complex business models and thousands of users. All changes to data are automatically spread across dimensions and hierarchies, providing an instantaneous picture of the overall impact of any single variation.<\/p>\n\n\n\n

Since they are based on the same unified metadata layer, all the applications, reports, and analyses are updated in real time, maintaining a single version of the truth across the whole environment and fully integrating planning processes.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\n\t\t

\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\n\t
\n\t\t\n\t\t\t\t\n\n
Make your planning agile with our dynamic data model.<\/strong><\/h5>\n\n\n\n

Board directly modifies data models during the planning or forecasting process, throughout the entire integrated business planning process flow. A new business unit, product, market, or investment can be inserted in a controlled way during the planning cycle to simulate the effect of new scenarios against the whole business model. Structures and relationships can also be changed at runtime, providing unparalleled flexibility in building and maintaining any planning application.<\/p>\n\n\n\t<\/div>\n\t\n\n\t

\n\t\t\n\t\t\t\t\n\n
Take advantage of cutting-edge data entry capabilities.<\/strong><\/h5>\n\n\n\n

Board offers a powerful set of advanced features that provide unparalleled flexibility and effectiveness in relation to data entry processes while ensuring full data reliability.<\/p>\n\n\n\t<\/div>\n\t\n\n\t<\/div>\n\n\n\t

\n\t\t\n\n
\"\"<\/figure>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t
\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Validation<\/h4>\n\n\n\n

Data entry is easily controlled by defining a set of validation rules for any input value (e.g. minimum product price).<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Role-based security<\/h4>\n\n\n\n

The data available for visualization or enabled for data entry varies according to the role of the user.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Offline access<\/h4>\n\n\n\n

The Excel\u00ae add-in allows users to work without being connected to Board and to synchronize data automatically when they reconnect.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Cell freezing<\/h4>\n\n\n\n

Users can freeze the value of one or more cells, including totals or subtotals, and then distribute data changes to non-locked cells only.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Handling of calculated fields<\/h4>\n\n\n\n

Our \u2018reverse algorithm\u2019 function extends the capability to propagate changes across dimensions and hierarchies to the calculated fields.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Real-time conversion and calculation<\/h4>\n\n\n\n

Data can be recalculated in real time. This is typically used to enter data in one currency and to have it immediately available in different currencies.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Allocation models<\/h4>\n\n\n\n

Users can input values and spread them to more detailed levels through allocation patterns that they can easily define, adjust, and simulate.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

ERP database write-back<\/h4>\n\n\n\n

Unlike other planning solutions, the relational engine in Board automatically writes back data-entry cycle outcomes directly into the ERP database to integrate transactional and planning systems.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Customized workflows<\/h4>\n\n\n\n

Easily create planning steps correlated to approval cycles, with built-in workflow management that includes conditional alerting and mailing, cell locking and triggered events, and data auditing and validation processes.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Pre-built rules<\/h4>\n\n\n\n

Model key business processes by easily configuring a set of pre-built rules, such as driver-based allocations, eliminations, conversions, consolidations, initializations, top down and bottom-up reconciliations, value calendarization, and multidimensional calculations.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Scenario comparison<\/h4>\n\n\n\n

Generate different scenarios or versions of operating plans and\/or financial plans to easily track the evolution of forecasts and plans over time and compare them with results.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t

\n\t\t\t\t\t
\n\t\t\t\t\"\"\n\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\n\n

Automated, interactive reporting<\/h4>\n\n\n\n

Personalized Excel and Word-based reports can be generated and broadcasted at scheduled times or when a specific event occurs. Reports are fully interactive, enabling users to interact  with and examine the data as needed.<\/p>\n\n\n\t\t<\/div>\t\t\n\t<\/article>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\n\t

\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\n\t\t<\/a>\n\n\t\t\n\t\t\tNext capability: Simulation<\/span>\n\t\t\t<\/span>\n\t\t<\/a>\n\t\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t
\n\t\t\n\t\t\t\"Background\n\t\t\t
<\/div>\n\t\t
\n\t\t\t
\n\t\t\t\t\t\t\t\t\n\t
\n\t\t\n\n

Let’s see what Board can do for you.<\/h2>\n\n\n\n

Get a tour of the Enterprise Planning Platform in action.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t

\n\t\t\n\t\t\n\t\t\tTalk to an expert<\/span>\n\t\t<\/a>\n\t\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"line_of_business":[365],"class_list":["post-1516","page","type-page","status-publish","hentry","line_of_business-not-assigned"],"acf":[],"yoast_head":"\nBoard | Planning Capabilities<\/title>\n<meta name=\"description\" content=\"Transform your approach with the Enterprise Planning Platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.board.com\/planning\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Board | Planning Capabilities\" \/>\n<meta property=\"og:description\" content=\"Transform your approach with the Enterprise Planning Platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.board.com\/planning\" \/>\n<meta property=\"og:site_name\" content=\"Board\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-26T20:20:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/01\/1200x627_opengraph_board_planning-solutions.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"627\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.board.com\/planning\",\"url\":\"https:\/\/www.board.com\/planning\",\"name\":\"Board | Planning Capabilities\",\"isPartOf\":{\"@id\":\"https:\/\/www.board.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.board.com\/planning#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.board.com\/planning#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg\",\"datePublished\":\"2024-09-25T13:38:49+00:00\",\"dateModified\":\"2025-02-26T20:20:44+00:00\",\"description\":\"Transform your approach with the Enterprise Planning Platform.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.board.com\/planning#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.board.com\/planning\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.board.com\/planning#primaryimage\",\"url\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg\",\"contentUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg\",\"width\":1132,\"height\":630},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.board.com\/planning#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.board.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Capabilities: Planning\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.board.com\/#website\",\"url\":\"https:\/\/www.board.com\/\",\"name\":\"Board\",\"description\":\"The Enterprise Planning Platform\",\"publisher\":{\"@id\":\"https:\/\/www.board.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.board.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.board.com\/#organization\",\"name\":\"Board\",\"url\":\"https:\/\/www.board.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.board.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png\",\"contentUrl\":\"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png\",\"width\":297,\"height\":103,\"caption\":\"Board\"},\"image\":{\"@id\":\"https:\/\/www.board.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Board | Planning Capabilities","description":"Transform your approach with the Enterprise Planning Platform.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.board.com\/planning","og_locale":"en_US","og_type":"article","og_title":"Board | Planning Capabilities","og_description":"Transform your approach with the Enterprise Planning Platform.","og_url":"https:\/\/www.board.com\/planning","og_site_name":"Board","article_modified_time":"2025-02-26T20:20:44+00:00","og_image":[{"width":1200,"height":627,"url":"https:\/\/www.board.com\/wp-content\/uploads\/2025\/01\/1200x627_opengraph_board_planning-solutions.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.board.com\/planning","url":"https:\/\/www.board.com\/planning","name":"Board | Planning Capabilities","isPartOf":{"@id":"https:\/\/www.board.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.board.com\/planning#primaryimage"},"image":{"@id":"https:\/\/www.board.com\/planning#primaryimage"},"thumbnailUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg","datePublished":"2024-09-25T13:38:49+00:00","dateModified":"2025-02-26T20:20:44+00:00","description":"Transform your approach with the Enterprise Planning Platform.","breadcrumb":{"@id":"https:\/\/www.board.com\/planning#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.board.com\/planning"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.board.com\/planning#primaryimage","url":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg","contentUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/09\/page4_1.jpg","width":1132,"height":630},{"@type":"BreadcrumbList","@id":"https:\/\/www.board.com\/planning#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.board.com\/"},{"@type":"ListItem","position":2,"name":"Capabilities: Planning"}]},{"@type":"WebSite","@id":"https:\/\/www.board.com\/#website","url":"https:\/\/www.board.com\/","name":"Board","description":"The Enterprise Planning Platform","publisher":{"@id":"https:\/\/www.board.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.board.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.board.com\/#organization","name":"Board","url":"https:\/\/www.board.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.board.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png","contentUrl":"https:\/\/www.board.com\/wp-content\/uploads\/2024\/08\/board-footer-logo-grey-0-1.png","width":297,"height":103,"caption":"Board"},"image":{"@id":"https:\/\/www.board.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages\/1516","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/comments?post=1516"}],"version-history":[{"count":0,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/pages\/1516\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/media?parent=1516"}],"wp:term":[{"taxonomy":"line_of_business","embeddable":true,"href":"https:\/\/www.board.com\/wp-json\/wp\/v2\/line_of_business?post=1516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}