Power Users are staff that use Planning nearly every day to enter, manipulate and/or analyze data, and to create and modify reports. The Power User Training is designed to guide users through the typical tasks they need to use Planning for budgeting and forecasting. Users learn by interacting with a real-world application over two days.
After a general overview of Planning functions and processes, Power Users learn about creating data forms and task lists, and using Smart View to enter and calculate data. Topics such as process management and financial reporting are also taught.
Then, users learn about Reporting, including how to navigate reports in Workspace and Reporting Studio. Finally, users learn to create basic reports and to work with report objects.
Who Should Attend?
- Power Users
- Report Developers
Prerequisites
Basic Microsoft Windows skills
Knowledge of spreadsheets
Working knowledge of accounting
Course Information
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Duration
2 Days
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Program Level
Intermediate
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Delivery Method
Group – Live
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CPE Credit
16 credits in Specialized Knowledge and Applications
Course Registration & Policies
Course Registration: 203-941-0714 or email training@compintelligence.com
Policies: For information regarding cancellations, refunds, or other questions, contact us at 203-941-0714 or training@compintelligence.com.