The budget office enriches the planning framework with historical reference data, defines the deadlines for the following process steps, and triggers the planning cycle by requesting departments to submit a budget plan.

You use this business process in order to create a budget plan which takes into consideration the budgetary needs of departments, as well as the budget/economic constraints of a public sector organization. For ease-of-use, various planning and forecast functions are offered to the budget planner.

When the budget plan is finally approved, it needs to be blocked against further changes. The approved budget is then transferred to the budget execution system.