Loading
HelpCommunityTraining Center

ArticlesBite Size Analytics: Certinia Planning

Knowledge Article

Bite Size Analytics: Certinia Planning

Certinia's Planning application allows for on-platform budget management. The provided information includes training videos covering various functionalities. Topics include basic implementation, creating account sets, using budget templates, and building budget hierarchies. Additional videos demonstrate editing budgets, reverting changes, and utilizing calculation rules.

  • Jul 3, 2024
  • Knowledge

Title
Bite Size Analytics: Certinia Planning
URL Name
Bite-Size-Analytics-Certinia-Planning
Summary
Certinia's Planning application allows for on-platform budget management. The provided information includes training videos covering various functionalities. Topics include basic implementation, creating account sets, using budget templates, and building budget hierarchies. Additional videos demonstrate editing budgets, reverting changes, and utilizing calculation rules.

Objective

One of the latest additions to the Certinia toolkit is our Planning application. This is an additional application with different licenses and it allows you to manage your budgets on-platform as one of its main benefits. Below are some training videos going over some (but not all) of the functionality on offer.

Product Area
Reporting and Analytics
Release Version
Environment

All versions

Procedure

Implementing Planning (Admins only)

This video goes through a basic implementation. In addition to the below setup, feature console steps should be run through and the Reporting modules should be setup to provide Actual vs Budget reporting.

 

Account Sets (Admins only)

The below video goes through how to create groupings of GL Accounts.

 

Budget Templates

 

Creating Budgets from Accounting

 

Building a Budget Hierarchy

 

Editing a Budget

 

Reverting Changes

 

Changing Budget Owner

 

Calculation Rules

Additional Notes

For any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.

Reporting & AnalyticsProfessional Services CloudCustomer Success CloudBite Size AnalyticsFinancial Management CloudPlanning
Was this article helpful?
00
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:Bite Size Analytics: Certinia Planning