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

This course includes a variety of budget/forecast form design lessons specific to web planning. 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 6/20

Curriculum~ 30 min

  • 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
  • Quiz - Web Budgeting Storage
  • Data Entry
  • Data Entry in Forms

About this course

This course includes a variety of budget/forecast form design lessons specific to web planning. 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 6/20

Curriculum~ 30 min

  • 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
  • Quiz - Web Budgeting Storage
  • Data Entry
  • Data Entry in Forms