Services

"Adaptive Planning lives and breathes innovation."
- Craig Schiff, CEO, BPM Partners

"Everyone wants to learn Adaptive Planning -- even our sales managers!"
- Joe Deboth, Corporate Controller, TMW Systems

"Adaptive Planning allows our organization to stay nimble, change plans, and take corrective measures as necessary."
- Pat Fleck, VP and CFO, Sitzmann Morris & Lavis

"Adaptive Planning is very intuitive to users who are familiar with Excel, but not very comfortable with financial applications."
- Kate Dass, Manager of Finance, West Health

"Adaptive Planning was one of the most successful roll-outs of software ever experienced at NPD."
- Wendy Baum, CFO, NPD Group

Home / Services / Training / Instructor-Led Training

Instructor-Led Training

Administrator Training

View upcoming schedule »

Please contact your sales representative for more information or to sign up for training sessions.

This course is designed for customers who have chosen a Full Service implementation (either Fixed Bid or Time & Materials), or have new Administrators taking over the administration of an existing model. It covers navigating the application, overview of structure, common administrator tasks, importing data and entering data on sheets, as well as export and reporting. There is a maximum of five participants per course. The course includes three two-hour sessions.

Individuals can also attend specific two-hour sessions.

Course Details:

Navigating the Application

Overview of Structure

Common Admin Tasks

  • Creating versions/getting ready for the next planning period (Budget & Forecast example)
  • Adding/Editing Accounts
  • Adding/Editing New Plans
  • Adding/Editing Dimensions
  • Adding Sheets/Making Adjustments to sheets
  • User Admin
Admin I

Importing Data/Entering Data on Sheets

 Admin II

Export and Reporting

 Admin III

 

Advanced Administrator Training

View upcoming schedule »

Please contact your sales representative for more information or to sign up for training sessions.

This course is designed for customers who choose to implement Adaptive Planning without Professional Services support, or who choose an Advantage Pack implementation. This training covers overview of structure, structure import, building sheets and modeling formulas, importing data and entering data on sheets, as well as export and reporting. There is a maximum of five participants per course. This course includes four two-hour sessions.

Individuals can also attend specific two-hour sessions.

Course Details:

Adaptive Planning Structure Overview

Determining how your company's structure fits into Adaptive Planning

Structure Import (Updating structure)

 Implementation I

Building sheets and modeiing formulas/best practices

  • Standards Sheets
  • Cube Sheets
  • Modeled Sheets
 Implementation II
Importing Data/Entering Data on Sheets Implementation III

Export and Reporting

 Implementation IV

 

End-User Training

This web-based training is typically designed for end-users or budget managers who need training specific to their model. The focus is typically on data entry sheets and reports. These sessions are customized for each customer and delivered using the customer’s own model. The course is designed to accommodate the internal planning process, timeline and budget process expectations.

Course Details:

Each end-user training course is completely customized for the customer. The course is typically designed to last one hour.

Related Content

Truste logoPrivacy Policy | Site Map | © 2011 Adaptive Planning, Inc. Adaptive Planning is a trademark owned by Adaptive Planning, Inc.