PB210e - BusinessObjects Planning: Essentials

Goals

• This one-to-four hour eLearning course is designed to give you the comprehensive skills and in-depth knowledge needed to access, edit, and review budgets and reports using BusinessObjects™ Planning.
• You should take this course to learn how to complete and submit your plan.
• The course covers all access options:
• • Professional Edition
  • Distributed System
  • Web Checkout
  • Web Interactive and Web Forms.
• Additional topics are included for Web Reports and Plan Dashboarding.
• The business benefit of this course is that you will be able to efficiently and effectively complete your budgets and view reports.

Audience

• The target audience for this course is end-users who need to access, view, edit and print budgets and reports using Planning.

Prerequisites

• * Prerequisite Education
• Not applicable for this offering. * Prerequisite Knowledge/Experience
• Not applicable for this offering.

Content

• Getting Started with Planning
• • Describing the flow of data
  • Explaining the plan process
  • Launching the Professional Edition
  • Describing Planning Home
  • Changing your password
  • Using Help
  • Exiting the application
• Working with Plan Workbooks
• • Opening a plan workbook
  • Navigating a plan workbook
  • Differentiating between Excel and Planning
  • Printing a plan workbook
  • Saving a plan workbook
  • Saving a version of a plan workbook
  • Changing the stage of a workbook
  • Viewing Process Control history
• Completing a Plan Workbook
• • Editing and calculating a plan workbook
  • Adding a new line to a plan workbook
  • Updating an existing line in a plan workbook
• Exploring Plan Workbooks
• • Describing the Instructions sheet
  • Describing the Summary sheet
  • Describing the Budget sheet
  • Describing the Payroll sheet
• Understanding Global Assumptions
• • Explaining the use of Global Assumptions
  • Viewing the Global Assumptions workbook
• Exploring Process Control Management
• • Viewing plan statuses using Process Control Management
  • Changing the stage of a plan workbook
  • Viewing plan statuses using the Graph View
• Using Plan Reports
• • Opening an existing report
  • Calculating a report to display current data
  • Filtering a report to display a specific set of data
  • Drilling reports to display a different level of detail
  • Printing a report
  • Delivering a report using eMail
• Plan Dashboarding
• • Viewing interactive dashboards
  • Saving web favorites
  • Managing web favorites
  • Viewing Currently Assigned plan workbooks
  • Viewing and managing Alerts

Notes

• Course length: 1-4 hours
• Additional Education (Additional education offerings that we recommend include:)
• • BusinessObjects Planning XI: Plan Reporting Basics
  • BusinessObjects Planning XI: Automated Report Distribution
• Applicable Certification
• • Not applicable for this offering.

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