Budgeting and Performance Reporting Workshop

Recent developments in Code Blue have opened up a new approach to the tasks of budgeting and performance reporting.

Who Should Attend:

Current users of Code Blue who are involved in budgeting, performance reporting and similar applications.

This will be a hands-on workshop so some knowledge of Code Blue modelling is required .

The workshop covers:

• A new approach to budgeting, forecasting and performance reporting which has been made possible by innovative new facilities in Code Blue.
• Tailoring the solution to your company while taking
  advantage of the toolbox of templates provided.
• Developing systems for distribution either to management for decision making or to divisions for data entry.

In detail you will learn:

• The use of the new Pivot table facilities in Code Blue
  for presenting and rearranging data.
• To use the new data summary functions which offer a new way of accessing data from a worksheet. This facility enables multi-dimensional reporting from the worksheet, reducing the number of worksheets which have to be held and enormously simplifying the modelling task.
• The use of the list facilities to work with the new approach.
• Rollups for drill down reporting.
• How the new facilities work in with our robust methodology for systems development.
• How to incorporate allocations, forecasting methods, reporting yearly/monthly/weekly, sensitivity analysis, scenario management,
  grouping data by account/selected criteria and more.
• You will also learn how to take advantage of the Reader and Reader+ for distributing very small systems for fast delivery over the Internet.

Venue:

University Club, University of Western Australia, Crawley

Date:

To be arranged

Cost:

$850 plus GST per person

Lunch, morning and afternoon tea is provided plus tea or coffee on arrival.