— Planning for the future
Profitbase Planner cash flow report trend.
The latest version of Profitbase Planner has been released! This article covers the usability and functionality improvements.
New features:
1. Upgraded user interface and navigation.
2. A simplified workflow and easier execution of managing tasks.
3. Integrated page assistance to guide the users within the application.
4. Driver-based input through a customizable and flexible model.
5. New application job scheduler.
6. Improved input and additional supporting reports for loans and investments.
7. Self-service access management.
Profitbase Head of Product Terje Rugland announced: “The recently upgraded Profitbase Planner 4.1 gives our customers a more robust platform for planning, budgeting, and forecasting.”
“It consists of helpful new features, including a fresh, new look and increased user-friendliness, giving users an overall better experience,“ he said.
“I’m thrilled that Profitbase Planner 4.1 is now available to use. It makes things much easier and more effective for budgeting and planning under tight deadlines,” Pim Consulting Partner Morten Areklett commented.
Profitbase Partner Relation Rune Vatnamot added that the upgraded version’s unique benefit lies in the Task Management and Process Administration.
“This is very important for large organizations and helps smoothen the budgeting or rolling forecast and simulation processes. It facilitates the art of getting an organization to work together with good, dynamic processes in a tight timeline,“ he said.
“Profitbase Planner 4.1 is driver-based, making it easier for users, particularly with the input templates. There are more tools in the toolbox that give you the special feeling of getting a tailor-made suit or dress directly from the clothing store—or out of the box. It sets a solid foundation for Profitbase Planner today, and the years to come.“
New features in more detail
1. Upgraded user interface and navigation.
You now have better ways to navigate the system with the help of tools such as an easy-to-use side ‘hamburger’ menu, that expands like a drawer of information, and collapses.
2. A simplified workflow and easier execution of managing tasks
You gain better control of how you manage your workflow with functions that simplify recurrent tasks when making plans. The task management function allows you to assign tasks to your team and send email reminders to complete tasks. A reminder can include a link to the workbook used to complete the task. In other words, you make the task flow easier for yourself and your team.
An overview of ‘my tasks’—part of the task management function.
3. Integrated page assistance to guide the users within the application
This function improves the documentation and implementation process through a simple step-by-step model. It has a description of all webpages available in Profitbase Planner 4.1.
Page assistance is available in the planner to guide users who need tips using the application.
4. Driver-based input through a customizable and flexible model.
You can now create your own tailor-made models for simple entries and more advanced calculations.
Profitbase Planner 4.1 offers driver-based input through a customizable and flexible model.
5. Brand new application job scheduler.
The operations module contains a set of jobs/tasks, making it easier for users to manage the solution. Tasks can also be automated (i.e., scheduled).
6. Improved input and additional supporting reports for loans and investments.
It is easier to plan and register loans, as well as plan your investments, with the system’s improved input and more supporting reports.
7. Self-service access management.
You can now use a self-service access management within the application to manage your projects.
About Profitbase Planner
Profitbase Planner is one of the market’s strongest and most flexible integrated planning tools for companies to implement everything from budgeting and forecasting to operational sales planning. It is robust, effective, and user-friendly, making better decisions faster.
What‘s next?
Profitbase 5.0 is expected to be released in mid-2021. This upgrade will have new and improved simulation capabilities.
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Want more information?
Sign up to join the Profitbase Planner 4.1 webinar (in Norwegian).
About Profitbase
Profitbase has over 30 years of experience in developing and delivering solutions for financial and operational planning. We help our customers create everything from simple, standardized budget and forecasting solutions to complex tailor-made models. We base our solutions on Profitbase Planner, one of the market’s most powerful and flexible planning tools. This ensures that you get a powerful solution rich in functionality that is easy to use at a reasonable price.
