As a budget owner, your role is crucial in planning, and Cube provides a user-friendly platform to manage your budget effectively.
This step-by-step guide will help you apply changes to your department's budget and publish them within Cube.
- Log in to your Cube account in the Workspace and go to the Library. Click to download your budget.
Contact your FP&A team for support if needed.
- Open the spreadsheet and find the specific tab corresponding to your department's budget.
For example, if you're responsible for Customer Service (CS), you might navigate to the CS Plan tab.
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Apply your changes.
Review the existing data within the CS Plan or your department's designated tab and make the necessary budget changes.
You can update figures, add new expenses, or modify existing metrics as required to align the budget with your department's needs and goals.
- Update your status.
As a department leader, it's important to provide visibility into the status of your budget. If a status page is provided in the workbook, update your status to indicate where you are in the planning process.
This helps your organization and other stakeholders understand the progress of your department's budget.
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Publish your budget to Cube.
After you've made the necessary changes to your department's budget, it's time to publish these updates using the Spreadsheet App. Don't forget to include a change message:
By following these steps, you'll be able to efficiently apply changes to your department's budget, publish those changes in Cube, and keep all relevant stakeholders informed about the status of your budget.