Planning Maestro has five modules:
- Dashboard
- Data Modeler
- Financial Intelligence Setup
- Planning
- Reports
The Financial Intelligence Setup module contains setup or “behind the scenes” applications tools that enable you to set up your budget.
This document shows you, a Planning Maestro user, how to open the Financial Intelligence Setup module.
Short video:
Step 1: Click on the icon in the top left and select Financial Intelligence Setup.
Step 2: Select a Plan to view.
Step 3: On the Financial Intelligence Setup page, select the application you want to open.
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