Intermediate Planning Concepts

Intermediate Planning Concepts

This course continues budget and forecast form design with more advanced topics and templates, including template input flow.

About this course

The lessons in this course build on the Planning Basics and Self Study Web Planning Essentials courses. A variety of topics are explored, including:

  • Data Validation in Solver Cloud
  • Account-based (e.g. Operating Expenses) planning forms 
  • Capital Expense planning forms 
  • Defining a relationship between templates for automated updates (Input Flow)

Posted 2/20, Revised 4/21

Curriculum~ 5 hours

  • Creating Unique Records
  • Quiz - Unique Records
  • Data Validation in Solver Cloud
  • Account-based Planning Forms
  • Quiz - Account Planning
  • Capital Planning
  • Quiz - Capital Planning
  • Input Flow
  • Common Storage Errors

About this course

The lessons in this course build on the Planning Basics and Self Study Web Planning Essentials courses. A variety of topics are explored, including:

  • Data Validation in Solver Cloud
  • Account-based (e.g. Operating Expenses) planning forms 
  • Capital Expense planning forms 
  • Defining a relationship between templates for automated updates (Input Flow)

Posted 2/20, Revised 4/21

Curriculum~ 5 hours

  • Creating Unique Records
  • Quiz - Unique Records
  • Data Validation in Solver Cloud
  • Account-based Planning Forms
  • Quiz - Account Planning
  • Capital Planning
  • Quiz - Capital Planning
  • Input Flow
  • Common Storage Errors