Planning Basics - Solver Web Planning

Planning Basics - Solver Web Planning

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

About this course

NOTE: This course is applicable to users of both Solver Cloud/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 Web Planning and BI360 Planning (Excel-based Budgeting). Lessons in this course are applicable to Solver Web 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 7/21

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
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting 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
  • Comparative Data
  • Writeback from Excel
  • Quiz - Web Budgeting Storage
  • Assignments & Data Entry
  • Assigning an Input Form
  • Data Entry in Forms

About this course

NOTE: This course is applicable to users of both Solver Cloud/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 Web Planning and BI360 Planning (Excel-based Budgeting). Lessons in this course are applicable to Solver Web 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 7/21

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
  • Define Sheet Filters & Parameters
  • Define Expanding Groups
  • Quiz - Web Budgeting 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
  • Comparative Data
  • Writeback from Excel
  • Quiz - Web Budgeting Storage
  • Assignments & Data Entry
  • Assigning an Input Form
  • Data Entry in Forms