Planning
Set growth targets, prepare for mergers and acquisitions, or simply free up budget by collaboratively creating an accurate forecast. Create true alignment between Finance and people initiatives in your organization.
Learn how the application is designed to help you create an effective workforce plan.
Get acquainted with the user interface and learn how to navigate Visier Planning.
Choose the plan structure that is best suited for your workforce planning needs.
Learn about the settings and security you can configure in the studio experience.
Complete your workforce plan and change plan configurations.
- How to Edit and Configure Plans
- Edit Plan Values
- Plan Segmentation
- Limits and Targets
- The Baseline Period
Create and compare different versions of your budget.
Use assumption models to increase the accuracy of your plan.
- Assumption Models
- Create an Assumption Model
- Attach an Assumption Model
- Detach an Assumption Model
- Edit an Assumption Model
- Reload Values From an Assumption Model
Create an accurate and realistic workforce plan by delegating your plan.
- Collaboration Projects
- Start a Collaboration Project
- Assign a Subplan
- Monitor Your Collaboration Project
- Submit a Subplan
- Review a Submitted Subplan
- End a Collaboration Project
Finalize your plan by creating a plan snapshot.
Monitor your plan to see how your plan targets compare to actuals.
- Monitoring Your Plan
- Compare Plan Values to Actuals
- Explore Plan Data
- Exploration Snapshots
- Create a Managed Plan Analysis
Share your plan with stakeholders.
Learn more about the out-of-the-box models included in Visier Planning.