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Introduction to Planning Maestro

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Video introduction:

 

Article:

Planning Maestro enables companies to budget, plan, forecast, and analyze their data. You can use Planning Maestro to build comprehensive budgets and forecasts, analyze business performance, and run multiple what-if scenarios to plan for your company’s success.

This document gives you, a Planning Maestro user, an introduction to Planning Maestro to help you become a successful Maestro in intelligent planning and analytics. This introduction describes:

  • The modules (areas) of Planning Maestro.
  • The layout of the modules.
  • The tasks you can do in each module.
  • Basic user permissions within Planning Maestro.

Modules of Planning Maestro

Planning Maestro has five modules, or independent areas within the system:

  • Modeler.
  • Worksheets.
  • Automation.
  • Tools.
  • Reports.
Info.png Please Note: Centage Administrators choose which modules each user can access. Depending on your permissions, you may be able to access one, two, three, four, or all five of these modules.

Menu of the five modules in Planning Maestro:

Layout of the Modules

Home Page and User Interface

 

User Permissions 

Planning Maestro comes with two default user Groups:

  • Administrator.
  • User.

I3b.png

When your company starts using Planning Maestro, the Centage Team helps the Administrator set up their account. The Centage Team:

  • Uploads your company’s data to the Modeler and creates Base Structures and Dimensions for you.
  • Can help the Centage Administrator create new users and user Groups.
  • Can help the Centage Administrator set up Security.
  • Trains the Administrator and other users.

After the initial setup, the Administrator can create new user Groups with various user roles.

Example.png Example: An Administrator can create:

  • A user Group named “Budget Contributors” who can access the Automation, Worksheets, and Reports modules to view and edit budgets.
  • A user Group for accountants named “Accounting” who can access all modules, but not the Personnel area in the Worksheets module (which contains confidential employee information).

One user can belong to multiple Groups. Each user has the highest level of permissions for all the Groups they belong to.

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