DBGate and Gartle Planning

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Gartle Planning is a ready-to-use planning application that you may use as a base.

Analysts can customize dimensions, dimension members, input forms, and output reports.

It includes all the essential features for this type of application, including permission management.

First, here are the configured input forms for a sample railway company.

Budget Request 101 Configured budget request for user 1 (Sales)
Budget Request 201 Configured budget request for user 2 (Expenses)
Budget Request 301 Configured budget request for user 3 (HR)
Budget Request 401 Configured budget request for user 4 (Finance)

Here are several built-in reports along with a complete list of reports:

Accounts * Times Report with data by periods
Accounts * Entities Report with data by entities
Reports List of reports

All forms are functional. You can modify data in budget requests and refresh the reports.

The application supports multiple languages. Select your preferred language and explore the forms and reports.

en-US en-GB de-DE es-ES es-US fr-FR fr-CA it-IT ru-RU

Gartle Planning involves the following configuration steps:

companies Create a company
users Add users
units Define units
tax_rates Define tax rates
dimensions Configure dimensions
members Add and configure members
member_relations Define member relations
rowsets Define rowsets
form_rows Define rowset rows
forms Create forms
form_dimensions Configure form dimensions
translations Translate members
run_offline_form Test forms
currency_rates Set currency rates
form_permissions Set form permissions
member_permissions Set member permissions

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