Managing budget submission deadlines — tracking who has submitted

Started by François Leblond · 1 year, 4 months ago · 3 replies · 1 view

François Leblond Participant

1 year, 4 months ago

We have a three-week budget submission window with 30 cost centre owners. I need a way to track submission status and send reminders to those who haven't submitted. Is this a Fabric Plan feature?

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Raj Subramaniam

Microsoft Fabric Consultant · CloudBridge Solutions · 1 year, 5 months ago

This is a beautiful use of PowerTable + Planning integration. The PowerTable app is the workflow layer (tracking, notifications, deadlines), and the Planning sheet is the data entry layer.

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Ayesha Okonkwo

Corporate Finance Manager · Meridian Bank · 1 year, 5 months ago

The FP&A manager has a real-time dashboard in Intelligence showing submission progress — a KPI card with 'X of 30 cost centres submitted' updates as owners complete their sheets.

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Natalie Kowalski

VP of Strategy & Operations · Versa Health Systems · 1 year, 5 months ago

We solved this with a PowerTable app as a budget submission tracker. Each cost centre has a row with a Status column. Automation sends a Teams notification when the deadline is approaching and their status is not 'Submitted'.

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