Locating the Planning Module

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Planning Maestro has five modules:

The Planning module contains the applications in which you build your budget: Operating Expenses, Revenue, Personnel, Drivers, and Adjustments. It also contains Data Tools such as the Copy Data/What If? tool, which enables you to copy data between Versions, as well as the Workflow feature.

This document shows you, a Planning Maestro user, how to open the Planning module.

Short video:

 

Step 1: Click on the icon in the top left and select Planning.

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Step 2: Select a Plan to view.

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Step 3: On the Planning page, select the application you want to open.

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Info.png Please Note: The Workflow feature at the bottom of this page must be enabled by your Centage Account Manager. See the Overview - Workflow Feature article.

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