PL442e - BusinessObjects Planning: Budgeting Basics

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PL442e - BusinessObjects Planning: Budgeting Basics

SAP Training
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Description

Goals

  • This four-to-eight hour eLearning course is designed to give you the skills necessary to manage your planning process using your BusinessObjects™ Planning system.
  • In this course, you will learn how to work with templates to build your plan workbooks, create and modify Standard Planning Methodologies (SPMs) to meet your calculation needs, use utilities to assist in administering the plan process and manage workflow using Process Control.
  • The business benefit of this course is that you will be able to effectively administer your Planning system according to your organization’s business requirements and plan process.
  • Additionally, you will be able to take advantage of the flexible and ro…

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Didn't find what you were looking for? See also: Budgeting, Planning, Accounting, Financial Management, and Management Accounting.

Goals

  • This four-to-eight hour eLearning course is designed to give you the skills necessary to manage your planning process using your BusinessObjects™ Planning system.
  • In this course, you will learn how to work with templates to build your plan workbooks, create and modify Standard Planning Methodologies (SPMs) to meet your calculation needs, use utilities to assist in administering the plan process and manage workflow using Process Control.
  • The business benefit of this course is that you will be able to effectively administer your Planning system according to your organization’s business requirements and plan process.
  • Additionally, you will be able to take advantage of the flexible and robust capabilities available to manage and execute that plan process enabling a better experience for all involved.

Audience

  • The target audience for this course is users who will function as the Master System User of the application.

Prerequisites

Essential
  • * Prerequisite Education (To be successful, you should have attended the following offerings:)
  • BusinessObjects Planning XI: System Fundamentals * Prerequisite Knowledge/Experience (While not required for this course, experience with these products or technologies will be helpful:)
  • Working knowledge of Excel

Content

  • Getting Started with Plan Budgeting
    • Examine the end-user experience
    • Explore the plan workbook environment
    • Work with plan workbooks
  • Working with Templates
    • Describe the Template structure
    • Create and modify a Template
    • Compare Planning-sheets to non-Planning sheets
    • Examine the Settings sheet
  • Understanding the Interface Process
    • Discuss when to perform Interfaces
    • Execute an Interface from within a workbook
    • Execute the Sequential Interface Utility
    • Define Interface, Dimension, and Template settings
  • Working with SPMs
    • What are SPMs?
    • Use SPMs in plan workbooks
    • Create and edit master SPMs
    • Assign SPMs for interface
    • Construct multi-line SPMs
  • Using Global Assumptions and Custom Tables
    • Differentiate between Global Assumptions and Custom Tables
    • Explore the Global Assumptions workbook
    • Reference Global Assumptions
    • Reference Custom Tables
  • Reviewing Plan Administration Tools
    • Discuss Plan Administration settings
    • Run the Recalculate utility
    • Use the Override Checkout Status utility
    • Define Versioning
    • Distribute and collect workbooks
    • Execute a Workbook Modification utility
  • Managing Workflow with Process Control
    • Define Process Control stages
    • Describe Process Control from an end-user perspective
    • Work with Process Control utilities
    • Discuss implementation considerations

Notes

  • Course length: 4-8 hours
  • Additional Education (Additional education offerings that we recommend include:)
    • BusinessObjects Planning XI: Plan Reporting Fundamentals
  • Applicable Certification
    • Not applicable for this offering.

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