artifi-core-budget-planning

Build a new budget from scratch, copy forward from prior year, or use a template. Supports monthly/quarterly/annual granularity. Guides through: entity selection, scenario type (budget/forecast/stretch), method choice, growth assumptions, preview table, and submission.

Create a mid-year forecast by blending YTD actuals with projected amounts for remaining months. Shows YTD actual vs budget comparison, offers forecast method choice (run rate, trend, seasonal, manual override), and calculates full-year forecast.

Calculate and preview budget amounts without submitting. Useful for what-if scenarios. Shows preview table by account and period, total revenue vs expense, and net margin. Supports employee and project budget previews.

Analyze budget vs actual variances with drill-down, interpretation guidance, and corrective action recommendations. Classifies variance type (timing, volume, price, mix, one-time) and highlights top unfavorable variances.

Build from Scratch

1. 1

   Discover chart of accounts — fetch active accounts grouped by type

2. 2

   Fetch prior year actuals as baseline reference

3. 3

   Determine growth assumptions: rates, seasonal patterns, step changes

4. 4

   Calculate monthly amounts and show preview table by account and period

5. 5

   User reviews and explicitly confirms before submission

6. 6

   Create budget version and bulk submit all lines

7. 7

   Optionally tag lines by department, project, or employee

Mid-Year Forecast

1. 1

   Load the approved budget for the current year

2. 2

   Load YTD actuals for completed months

3. 3

   Show YTD comparison: Budget vs Actual with variance %

4. 4

   Choose forecast method: Run Rate, Budget + Trend, Seasonal Adjusted, or Manual Override

5. 5

   Replace past months with actuals, project remaining months

6. 6

   User confirms full forecast vs original budget comparison

7. 7

   Submit forecast version with all lines (actuals + projections)

Employee Cost Budget

1. 1

   Fetch active employees with compensation and tax settings

2. 2

   Calculate fully loaded cost per employee (salary + social tax + unemployment + benefits)

3. 3

   Add headcount plans: planned hires and terminations with pro-rated partial months

4. 4

   Preview monthly breakdown per department and employee

5. 5

   Submit with employee and department dimension tags

Legal entity has an active chart of accounts

Prior year data available for copy-forward and forecast modes

All account numbers in budget exist in the effective accounts view

No single line exceeds 50% of total unless explicitly confirmed

Revenue vs expense ratio sanity check (expenses within 120% of revenue)

User explicitly reviews and confirms preview before submission

Submission succeeds without validation errors

Global growth rate, per-account rates, seasonal patterns, and step change calculation methods

Run Rate, Budget + Trend, Seasonal Adjusted, and Manual Override formulas

Burden rate calculations (social tax, unemployment, benefits) and pro-rating for partial months

Cost structure templates and per-project profitability calculations

Variance type classification (timing, volume, price, mix, one-time) and corrective action guidance

JSON payload structure for budget version and budget line submissions