Customer Documentation
Below you will find links to up-to-date customer documentation. If you have additional questions, please contact
customer support
Recent Updates:
User Guides:
- Quick Start Guide
Provides a brief overview of the features and functionality of Adaptive Planning, and explanations for key concepts critical to the application. - User Guide: Budget Managers
A comprehensive guide for non-administrative users. Includes instruction on moving around the application; entering data on sheets; using modeled sheets; using Cell Explorer to answer questions; and managing workflow. - User Guide: Reporting
Everything there is to know about creating and managing reports, for all users. Includes how to configure the Dashboard page. - User Guide: Administrators
A comprehensive guide for administrative users. Includes instruction on managing plan structure, accounts, dimensions, sheets, and users/roles/permissions. - Administrative User Guide: Creating Modeled Sheets
Instruction for administrators on building and managing customized modeled sheets, e.g. those used for personnel, capital spending, and sales planning. - Administrative User Guide: Allocations and Plan-Independent Sheets
Instruction for administrators on using plan-independent sheets, setting up allocations from one part of the plan to another, and creating modeled sheets to allow splitting of headcount or other rows across departments or projects. - Administrative User Guide: Importing and Exporting Data
Detailed instruction on importing all kinds of data, include actual data, pre-existing plan data, and current plan data from other systems, such as headcount. Includes how to manage, edit, and display actual data after it is imported. Also includes how to export data out of Adaptive Planning. - User Guide: Formulas
Instruction for all users on creating formulas and using the Formula Assistant. Instruction for administrators on using the Formulas Tab to create default formulas in accounts across the plan. - User Guide: International Users and Planning in Multiple Currencies
Instructions for using Adaptive Planning in non-US locales. Includes information for administrators on setting up and managing multiple currencies, and for all users involved in multi-currency planning. - Solution: Top-Down and Bottom-Up Sales Planning
A guide for any user interested in performing top-down and bottom-up sales forecasting in the same plan. - Implementers Guide
A comprehensive guide for anyone creating a corporate plan using the Adaptive Planning system.
Helpful Hints:
Troubleshooting: