Planful User & Admin Training

Module 1: Admin Console Overview

• Admin roles: assigning Security Roles, Permissions, Workspaces.
• System navigation and setting global preferences.

Module 2: User & Security Management

• Creating users, assigning roles, and managing security profiles.
• Best practices for segregation of duties and model/object security.

Module 3: Dimension & Model Setup

• Designing & managing dimensions (e.g., accounts, locations, cost centers).
• Creating hierarchies and frequently used dimension attributes.

Module 4: Data Load & Integration

• Uploading data via templates.
• Configuring and scheduling data integration (e.g. SFTP feeds, ERP connectors).
• Mapping, validating, and troubleshooting upload routines.

Module 5: Workflow Configuration

• Defining workflow processes for planning and reporting.
• Creating task assignments, notifications, checklists, and routing logic.
• Monitoring workflow status and logging.

Module 6: Worksheet & Form Design

• Building and customizing input forms (locking, hiding, formulas).
• Utilizing variables, data validations, and driver logic.
• Saving and versioning worksheet layouts.

Module 7: Journals & Intercompany

• Enabling and administering journals.
• Setting up intercompany trading rules and eliminations.
• Automating recurring entries.

Module 8: Reporting: Storyboards & Dashboards

• Building report templates using Grids, Charts, and Text Panels.
• Implementing drill-throughs and page filters.
• Sharing reports and exporting options.

Module 9: Automation & Scheduling

• Scheduling Excel data imports and exports.
• Automating consolidation runs and workbook distribution.
• Using Planful API for advanced automation.

Module 10: System Maintenance

• Data backup & archiving strategies.
• Troubleshooting memory issues, reloads, and job failures.
• Monitoring system performance and applying updates.

Module 11: Change Management & Governance

• Managing model changes (dimension updates, rollups) across environments.
• Creating test vs production copies; maintaining change logs.
• Audit logs, compliance, object history.

Module 12: Monitoring & Support

• Monitoring user activity and system health dashboards.
• Escalation procedures and when to contact Planful support.
• Maintaining admin guides and user documentation.

Module 13: Admin Workshop

• Hands-on lab: build sample planning model, configure workflow, assign users.
• Real-world exercises: load data, create journals, publish storyboard.
• Problem-solving scenarios (e.g., security lockdown, worksheet errors).

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