Overview
The Line Item Modeling solution in OneStream is designed to configure diverse FP&A needs for precise line-item planning throughout your organization. The solution empowers users to build detailed, driver-based operational plans directly within the OneStream platform. Designed for agility, scale, and business ownership, it enables granular modeling across operational domains like workforce, sales, capital, and contracts, with full control over logic, security, and performance with minimal IT assistance required. The solution leverages formulas and various drivers to compute data, which is then presented in structured plans for reporting purposes. It can be used independently or combined with other OneStream solutions based on your requirements. This solution offers three different configurations depending on your planning needs:
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Workforce Planning: This configuration aids in workforce budgeting, forecasting, and analysis, providing you with an efficient means of managing human resources. The Register uses defined start and end dates to perform calculations and includes a built-in transfer feature that enables you to manage employee movements across different areas of the organization.
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Fixed Term Planning: This configuration uses defined start and end dates in the Register to perform calculations and can be used for date-driven operations that aren't tied to specific individuals, such as travel planning, leases, subscriptions, or project planning.
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Duration Based Planning: This configuration uses a defined start date and duration to perform calculations and can be used for duration-driven operations that aren't tied to a specific end date, such as project level planning, contracts, grants or other engagements.
NOTE:
Watch an Introduction to Line Item Modeling (3:45).
