Trial Training & Support

Optimize Your Trial Experience

If you haven't done so already, please register for a free trial to obtain the requisite login to a trial model, and the Excel files needed to complete the importing exercises.

Please contact us at trialsupport@adaptiveplanning.com if you have other questions or need any other assistance getting started with your trial.

We’ve developed some tools to help you get the most out of your Enterprise trial experience. We recommend you watch a few short videos designed to get you up and running as quickly as possible. This easy training is broken into three sessions, each fifteen minutes or shorter in length. The purpose of this training is to guide you through the basic first steps of creating a model in Adaptive Planning. Using some hands-on exercises, you’ll start to see how easy it can be to work with the Adaptive Planning application to build your company’s model.

After registering for a free trial and obtaining the four Excel files used in the sample importing exercises, please click the links below to watch the Free Trial Tutorial training sessions. Feel free to pause and resume the training as you complete the exercises.

• Free Trial Tutorial Part I. 14:43
  Import a sample plan tree, plan dimension, GL chart of accounts, and actual data. View the results on an Income Statement sheet.
• Free Trial Tutorial Part II. 14:29
  Learn about personnel sheets, and add a new headcount. Add a new assumption. Use the Formulas tab to link GL accounts to personnel calculations and create a headcount-driven expense formula. View results on Income Statement sheet.
• Free Trial Tutorial Part III. 12:07
  Create a new standard sheet, a new variance report, and a new user profile.

By the end of this training, you should have an understanding of how to do the following:

• Set up your General Ledger account segments in the Adaptive Planning model structure
• Import structure items, including organizational tree and chart of accounts
• Import actual data from your General Ledger
• View imported actual data and plan data on sheets
• Build a personnel model, and add new headcount
• Drive personnel spending into your income statement
• Calculate an expense item driven from headcount and a global assumption
• Create new sheets
• Create a variance report
• Create a new user profile and login as the new user

Additional Resources

You can download the written Free Trial User Guide for more hints on creating your company’s model in Adaptive Planning.

We also encourage you to take advantage of our extensive written user documentation, on-demand training videos, and free training webinars, available on our website. Following are some useful links:

• Adaptive Planning Online Demo
• Additional Written Documentation *
• Additional Online Training Videos
• Free Training Webinars

* The written documentation that is especially recommended includes the following:

• QuickStart Guide
• Implementer’s Guide
• Administrator’s Guide

Please contact us at trialsupport@adaptiveplanning.com if you have other questions or need any other assistance getting started with your trial.