Basic Planning Fundamentals

Basic Planning Fundamentals

This course introduces the essentials to design and configure a web-based input form/template

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About this course

NOTE: This course is applicable to users of both Solver Cloud/ Private Host version 5 and BI360 version 4. Effective January & July 2021, users of Solver see a new user interface (UI) with some updated terminology. Documents within this course are being updated to the new UI, however, video content is based on the previous display. 

A variety of budget/forecast form design lessons specific to web planning are included in this course. Although the basics of template design are included, you may also benefit from watching the Report Design Foundation course.

 IMPORTANT: There are two methods/products related to planning forms: Solver Planning and BI360 Planning (Excel-based Budgeting). Lessons in this course are applicable to Solver Planning, versions 4 or 5. If you are using BI360 Planning in version 4 or earlier, see the course titled: Planning Basics - BI360 Planning.

Posted 3/18, Revised 10/21

Curriculum~ 30 minutes

  • Getting Started
  • Web Planning - Designing an Input Form

    This section introduces how to design and configure a budget form for use in the BI360 Web Portal. This feature is available in version 4 or Cloud/Private Host version 5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Planning Overview
  • Getting Started
  • Creating a Planning Template
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Planning Template Design
  • Web Planning - Data Storage

    This section introduces how to configure data storage settings in web-based budget forms. This feature is available in version 4 or Cloud/5.

  • Define Storage
  • Defining Storage Demo
  • Comparative Data
  • Writeback from Excel
  • Data Entry from the Cloud
  • Quiz - Planning Storage
  • Sharing Templates
  • Sharing a Planning Template
  • Assigning an Input Form

About this course

NOTE: This course is applicable to users of both Solver Cloud/ Private Host version 5 and BI360 version 4. Effective January & July 2021, users of Solver see a new user interface (UI) with some updated terminology. Documents within this course are being updated to the new UI, however, video content is based on the previous display. 

A variety of budget/forecast form design lessons specific to web planning are included in this course. Although the basics of template design are included, you may also benefit from watching the Report Design Foundation course.

 IMPORTANT: There are two methods/products related to planning forms: Solver Planning and BI360 Planning (Excel-based Budgeting). Lessons in this course are applicable to Solver Planning, versions 4 or 5. If you are using BI360 Planning in version 4 or earlier, see the course titled: Planning Basics - BI360 Planning.

Posted 3/18, Revised 10/21

Curriculum~ 30 minutes

  • Getting Started
  • Web Planning - Designing an Input Form

    This section introduces how to design and configure a budget form for use in the BI360 Web Portal. This feature is available in version 4 or Cloud/Private Host version 5.

    Lessons Include:

    • Overview
    • Getting Started
    • Define Sheet Filters & Parameters
    • Define Expanding Groups 
  • Preview
    Web Planning Overview
  • Getting Started
  • Creating a Planning Template
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Planning Template Design
  • Web Planning - Data Storage

    This section introduces how to configure data storage settings in web-based budget forms. This feature is available in version 4 or Cloud/5.

  • Define Storage
  • Defining Storage Demo
  • Comparative Data
  • Writeback from Excel
  • Data Entry from the Cloud
  • Quiz - Planning Storage
  • Sharing Templates
  • Sharing a Planning Template
  • Assigning an Input Form