Planning Maestro Onboarding Training

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Lesson #1 - Orientation & Navigation

Get the basics of Planning Maestro with our first lesson full of terminology, site navigation and security set up.

BASIC NAVIGATION

VIDEO

Basic Navigation 

Start with this video for a complete walk-through of the main modules available in Planning Maestro.

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HOW TO GUIDE

Getting Started 

A guide to logging in and core Planning Maestro navigation topics.

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ARTICLE

Glossary

We break down Planning Maestro terminology to help you become a successful user.

LEARN THE BASICS

 

ADMINISTRATION SETUP

HOW TO GUIDE

User & System Security

Learn how to setup and manage security setting and user permissions.

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ARTICLE

Managing Security 

Learn how to manage and edit security controls across modules, plans and plan menus.

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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 how to move all data into Planning Maestro for budgeting.

 

PROFILES, BASE STRUCTURE, DIMENSIONS

VIDEO

Modeler

Learn how to upload data from your accounting system, set up the structure, and deploy or publish data.

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VIDEO

Base Structure

Learn how to add, edit, and delete Base Structures in the Data Modeler module.

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VIDEO

Building Hierarchies

Learn how to build and manage your Dimension Hierarchies.

WATCH VIDEO

 

HOW TO GUIDE

Modeler Step-by-Step

A guide to locating, connecting and managing Data Modeler modules.

START HERE

RESOURCES

Modeler In-Depth

Learn the basics of base structure, dimensions, and redeploying plans and cubes.

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Lesson #3 - Automation

Use the Automation module to setup 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.

VIDEO

Automation

Use the Automation module to setup the “behind the scenes” applications and drop down menus that enable you to set up your budget.

WATCH VIDEO

HOW TO GUIDE

Automation Setup Guide

Learn how to navigate the Automation section and create the backend details and
dropdowns that will be
used in the budget.

START HERE

RESOURCES

Automation In-Depth

Learn the basics of Automation, how to manage settings and use the data tools. 

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BALANCE SHEET AUTOMATION

Balance sheet automation assists in pushing each line budgeted for the profit and loss to the budgeted balance sheet.

HOW TO GUIDE

Balance Sheet Automation

Learn how to set up models for payments and receivables.

START HERE

 

TOOLS

Tools assist a user in bulk actions within the system

HOW TO GUIDE

Tools

Learn how to set up and manage your data.

START HERE

 

 

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 what to view.

VIDEO

Navigating Worksheets Modules

Learn how to add, edit, and delete Data Projections (line items) in the Worksheets modules (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments).

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HOW TO GUIDE

Worksheets Module 

Learn how to navigate the Worksheets section including Operating Expense, Revenue, Personnel, Drivers and Adjustments.

START HERE

ARTICLE

Navigating the Worksheets Applications

Learn about the five applications in the Worksheets module: Operating Expenses, Revenue, Personnel, Drivers, and Adjustments.

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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.

VIDEO

Operating Expenses

Learn the core components of Operating Expenses and how to review, add to, edit, or delete the budgeted amounts.

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VIDEO

Revenue
Overview

Learn how to review, add to, edit, or delete the budgeted amounts for revenue in Planning Maestro.

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VIDEO

Personnel Overview

Learn how to review, add to, edit, or delete the budgeted amounts for Personnel in Planning Maestro.

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HOW TO GUIDE

Worksheets Module Applications

A guide to each Planning applications; Operating Expense, Revenue, Personnel, Drivers and Adjustments.

START HERE

RESOURCES

Worksheets In-Depth

Learn the basics of the Planning module and its core applications.

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Lesson #6 - Reports

REPORTING

Where all your hard work comes together, allowing you to report and review the data in your custom build financial reports.

VIDEO

Reporting  Overview

Walk through the building, editing and managing reports in Planning Maestro.

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HOW TO GUIDE

Reporting in Analytics Maestro

Learn how to create a hierarchy in Planning
Maestro, push data to Analytics Maestro, and build a report.

START HERE

ARTICLE

Reports in Planning Maestro

Learn the basics of the Reporting module, basic report formatting and customization.

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