Microsoft Dynamics SL (Solomon) Software Training

Class Descriptions

Forecaster Essentials II Class Return to Class List

Available for Dynamics SL (Solomon) users and held in Portland, OR, Seattle, WA, or on-site. If interested, contact Rob Lloyd at rob@synergybusiness.com or 503.601.4079.

The two-day Essentials II in Microsoft Forecaster 7.0 course includes the essentials to creating and maintaining boardroom quality reports. Students create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.

 

Essentials II is recommended for users who will be using or implementing Microsoft Forecaster 7.0. This course, plus Essentials I and Supplemental Training is the recommended learning plan for new budget administrators.

 

By actively participating, you should learn:

 

• Set up Segments, Rollups, and Periods
• Import Data
• Build Input Sets
• Enter data using copy and grow shortcuts and data entry shortcuts
• Set up Human Resources
• Enter and Import Employees
• Set up Capital Types and enter Capital purchases
• Build a Revenue model and enter data

 

Agenda

 

8:00—8:30 Continental Breakfast each day

 

8:30 – 4:30 Forecaster 7.0 Essentials II

Day 1

 

Overview and Demonstration

Training Assumptions

Getting Started

Building Blocks

Income Statement Variations

Variance Reports

Report Maintenance

Additional Formatting Options

More on Rollups

 

Day 2

 

Side by Side Reporting

Multiple Segment Reporting

Detail Reports

Report Distribution Sample Reports Reporting on Three or More Segments Appendix A: Microsoft Forecaster Menu Structure

 

4:30 – 5:00 Forecaster Next Steps and Q&A