Duration : 40 hours
Prerequisites :
– Basic knowledge of planning and budgeting
– Working knowledge of Essbase recommended
– Basic Microsoft Windows skills
– Basic Microsoft Excel or Lotus 1-2-3 skills

Course Overview

This course has been specially designed to teach you how to create and administer applications using the Planning software. In this particular Training, you will gain knowledge on how to create applications, add dimensions and members, import members, load data, setup security create data forms setup task lists, setup calculations, and move a plan through the planning cycle.

Course Content

Create and Manage Application

  • Planning Overview and Navigating Workspace
  • Creating Dimensions Overviewv
  • Managing Dimensions with Performance Management Architect
  • Setting Up the Period, Scenario, and Version Dimension
  • Setting Up the Entity Dimension
  • Setting up the Account Dimension
  • Creating User-Defined Elements
  • Loading Metadata from a File
  • Creating Applications
  • Deploying Applications
  • Setting Up Exchange Rates
  • Loading Data and Calculating Data
  • Provisioning Users and Groups and Setting up Access Rights
  • Creating Data Forms and Folders
  • Customizing Data Forms
  • Entering Data
  • Entering Data Using Smart View
  • Creating Business Rules
  • Managing Business Rules and Adding Variables and Formulas
  • Managing the Approval Process and Creating Task Lists
  • Managing Application Lifecycles
  • Building and Setting Up Classic Applications

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