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2 min Demo: Travel Planning

Watch how CCH Tagetik users can build detailed travel budgets with global assumptions and ad hoc drivers. Existing trips can be modelled in a variety of forms and new trips can be created on the fly with just a couple clicks, all through familiar excel syntax.


Travel planning in CCH Tagetik is made easy yet robust by following a very simple driver based logic, let's take a look.

Through a very intuitive data entry scheduleusers will be able to plan for their travel expenses by location, by version or even by department, by simply choosing their options through a veryfamiliar drop down list.

The first section to the left presents the users with some centrally managed drivers, for instance for airfare expenses or for accommodation expenses, however given them the ability to also add their ad hoc drivers through the simple click of a button.

In this case we are, for instance, defining a verysimple driver such as the dollar cost per mile, with also the ability to of course enter the dollar value for the new driver that we have just added.In the section below, users will be able to break out their travel into individual trip and further break out each trip into different expense categories, such asair/train expenses, meals expenses, hotel accommodations, by leveraging those familiar drivers that have been defined above, through the click of a button, for instance they will be ableto account for some international travel expenses, and also plan for the type of accommodations that their different employees will be staying at for this specific trip,also given the ability to define the exact month when the trip is happening, and also how many train or airplane tickets will be needed,how many nights the employees will be staying out for this specific trip.

All of this will also leverage in a very familiar and easy to read graphical interface, that updateson the fly to show immediately the impact of our changes.

It is also possible to come up with any other kind of modeling logic right on the fly, by choosing the calculation option, for instance to calculate mileage expenses by defining the number of miles driven, in a very simple calculationthat will take into consideration the miles driven (times), the dollar per mile (cost) that we just entered before to calculate the final mileage cost.

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