CODA Standard Planning

Smarter budgeting for CODA customers

As part of the CODA financial management suite, CODA Planning extends the powerful, secure, two-way integration between CODA products and Excel to deliver a highly intuitive, rapidly implemented, fully integrated budgeting and planning tool. This solution puts powerful CODA and Microsoft functionality at your fingertips, to help remove the sheer drudgery and “pain” from the preparation and completion of recurring budget cycles.

  • Easy budget design and seeding, eliminating the need to re-key or cut & paste. With the simple drag-and-drop tools, you can quickly create re-useable templates for baseline budget packs, populated with current-year data and forecasts from CODA Financials for comparison purposes.
  • Publication of budgets for authorisation and upload back into Financials. Once prepared, the budget workbooks (including any guidance notes you want to incorporate) can be published quickly and easily to each participant in the process for agreement/adjustment and authorisation. Intermediate and final versions of the budgets can then be fed back into CODA Financials and reported on, as required.
  • Straightforward administration and security control with “Toolkit” components Additional administrative flexibility and control has been built in as standard, including security settings to control which functions within the product each user is allowed to access.

Read more about our enhanced CODA Collaborative Planning product - for an even smarter budgeting cycle

Further information

This website covers UNIT4 in the UK. To discover more about the full range of ways that we can help your organisation, please:

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