Lesson #1 - Orientation & Navigation
Get the basics of Centage with our first lesson full of terminology, site navigation, and security setup.
BASIC NAVIGATION
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VIDEO Basic NavigationStart with this video for a complete walk-through of the main modules available in Centage. |
HOW TO GUIDE Getting StartedA guide to logging in and core Centage navigation topics. |
ARTICLE GlossaryWe break down Centage terminology to help you become a successful user. |
ADMINISTRATION SETUP
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HOW TO GUIDE User & System SecurityLearn how to set up and manage security settings and user permissions. |
ARTICLE Managing SecurityLearn how to manage and edit security controls across modules, plans and plan menus. |
Lesson #2 - Modeler Setup
The Modeler is where the integration with your ERP/GL System begins. Learn how to add new members, build reporting hierarchies, create and maintain dimension security, and to move all data into Centage for budgeting.
PROFILES, BASE STRUCTURE, DIMENSIONS
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VIDEO ModelerLearn how to upload data from your accounting system, set up the structure, and deploy or publish data. |
VIDEO Base StructureLearn how to add, edit, and delete Base Structures in the Data Modeler module. |
VIDEO Building HierarchiesLearn how to build and manage your Dimension Hierarchies. |
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HOW TO GUIDE Modeler Step-by-StepA guide to locating, connecting and managing Data Modeler modules. |
RESOURCES Modeler In-DepthLearn the basics of base structure, dimensions, and redeploying plans and cubes. |
Lesson #3 - Automation
Use the Automation module to set up the “behind the scenes” applications and drop-down menus that enable you to set up your budget.
AUTOMATION SETUP
Automation assists in building the profit and loss budget lines within Planning Maestro.
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VIDEO AutomationUse the Automation module to set up the “behind the scenes” applications and drop-down menus that enable you to set up your budget. |
HOW TO GUIDE Automation Setup GuideLearn how to navigate the Automation section and create the backend details and |
RESOURCES Automation In-DepthLearn the basics of Automation, how to manage settings, and use the data tools. |
Lesson #4 - Worksheets
WORKSHEETS SCREEN SET NAVIGATION
Each module screen in Planning Maestro has the same presentation for ease of use. Learn how easy it is to navigate and build your screen based on what you want to view.
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VIDEO Navigating Worksheets ModulesLearn how to add, edit, and delete Data Projections (line items) in the Worksheets modules (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments). |
HOW TO GUIDE Worksheets ModuleLearn how to navigate the Worksheets section including Operating Expense, Revenue, Personnel, Drivers, and Adjustments. |
ARTICLE Navigating the Worksheets ApplicationsLearn about the five applications in the Worksheets module: Operating Expenses, Revenue, Personnel, Drivers, and Adjustments. |
Lesson #5 - Worksheets Continued
OPERATING EXPENSE, REVENUE & PERSONNEL
Build the budget within the corresponding business area; Operating Expenses, Revenue, and Personnel; each module is specifically designed to handle the applicable application.
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VIDEO Operating ExpensesLearn the core components of Operating Expenses and how to review, add to, edit, or delete the budgeted amounts. |
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Revenue
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VIDEO Personnel OverviewLearn how to review, add to, edit, or delete the budgeted amounts for Personnel in Centage. |
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HOW TO GUIDE Worksheets Module ApplicationsA guide to each application; Operating Expense, Revenue, Personnel, Drivers, and Adjustments. |
RESOURCES Worksheets In-DepthLearn the basics of the Planning module and its core applications. |
Lesson #6 - Reports
REPORTING
Where all your hard work comes together, allowing you to report and review the data in your custom-built financial reports.
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ARTICLE Reports in Centage and Analytics MaestroLearn the basics of the Reporting module, basic report formatting, and customization. |
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