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Microsoft Forecaster Training Course 8862 |
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Essentials I (E1) in Microsoft Forecaster 7.0 Course 8862: Two days; Instructor-Led Introduction Elements of this syllabus are subject to change. The two-day Microsoft Forecaster 7.0: Essentials I course explores the product and its functionality from the basic setup to preparing budget templates. This course shows you the segment setup, data loading, input set setup, and additional detail setup. Learn how to make budgeting exciting and efficient with Microsoft Forecaster 7.0. A thorough understanding of these topics allows you to successfully use Microsoft Forecaster 7.0. You learn to navigate around the user interface, use and set up the features, and add details to your budget. Audience Essentials I is recommended for budget administrators and partners who will be using or implementing Microsoft Forecaster 7.0. This course, plus Essentials II and Supplemental Training is the recommended learning plan for new budget administrators and partners. After completing this course, students should be able to: •Set up Segments, Rollups, and Periods •Enter data using copy and grow shortcuts and data entry shortcuts •Enter and Import employees •Set up Capital Types and enter Capital purchases •Build a Revenue model and enter data Microsoft Certified Professional Exams At Course CompletionNo Microsoft Certified Professional exams are associated with this course currently. The student courseware includes a comprehensive workbook and other necessary materials for this class. Chapter 1: Overview and Demonstration This chapter gives students a general overview and demonstration of the product. The demonstration is designed to highlight the key features covered in the two-day course. •Demonstrate key features of Microsoft Forecaster 7.0 •Overview of topics in course After completing this chapter, students should be able to: •Discuss the topics that will be covered in the two-day course Chapter 2: Training Assumptions This chapter introduces the organizational structures of the fictitious training companies, naming conventions, and basic navigation of the product. •Training companies organizational structure •Period Naming Conventions After completing this chapter, students should be able to: •Discuss the organization of the training companies •Identify the naming conventions used for Periods •Determine the basic icons, menus, and toolbars Chapter 3: Application Setup This course explores using the new application wizard to define the company name and segment structure. In addition students learn about the number of Segments, and how to update Segment information after the wizard completes. After completing this chapter, students should be able to: •Step through the New Application Wizard •Determine number of Segments to be used •Assign properties to Segments •Modify Segments after wizard Chapter 4: Segments and Rollups This chapter defines the Segments and their properties, creates Rollups, and reviews Rollup options. The chapter focuses on the fields and functionality of Segments and Rollups, and time is spent building multiple Rollups. •Rollup Navigation, Properties, and Maintenance After completing this chapter, students should be able to: •Create Rollups for each Segment Chapter 5: Periods and Loading Data This chapter provides an overview of the ways to store and load data, including file preparation. The chapter focuses on creating Periods and the Data Import Wizard is used to import balances. Time is spent verifying data. After completing this chapter, students should be able to: •Create Periods in the worksheet and with the Wizard Chapter 6: Input Screen Setup This chapter provides an introduction to Input Sets and their related building blocks. The chapter focuses on how building blocks determine the display of the Input screen, which includes Columns, Lines, and Calculations. After completing this chapter, students should be able to: •Create Columns, Lines and Calculations •Use building blocks to create an Input Set •Modify Input Set Options •Lock Accounts from input This chapter reviews active icons on the toolbars, as well as a variety of data entry methods on both the Multi Row and Single Row tabs of the Input screen. •Multi Row Data Entry shortcuts •Multi Row Data Entry Memos •Multi Row Data Entry Line Items After completing this chapter, students should be able to: •Enter data on the Multi Row and Single Row tabs Chapter 8: Human Resources Setup and Input This chapter steps through setting up Human Resources using Pay Types, Salary Grades, and Benefits. Employees are added through manual entry and by importing. Time is spent modifying screen layouts and creating custom Human Resource benefits. The Human Resources Master is explored, which shows users how to distribute employees and •Human Resources Input and Import •Human Resources Distribution and Human Resources Master After completing this chapter, students should be able to: •Input and import employees •Distribute and promote employees •Use Human Resources Master •Customize Human Resources screens Chapter 9: Capital Setup and Input This chapter provides a review of Capital Types, including depreciation methods. Students enter data to the Capital tab and review the results. After completing this chapter, students should be able to: •Determine Depreciation Method Chapter 10: Custom Setup and Input This chapter provides an overview of the Revenue Setup screen, along with design customization options. Time is spent entering data to the Revenue tab using two methods of data display, and reviewing the results. •Define Markets and Products •Create Product Lines and Calculations •Define Products and Rates After completing this chapter, students should be able to: •Rename Revenue dimensions •Design a Revenue model using Markets, Products, and Rates •Create associations between Centers, Markets, and Products •Create Secondary Calculations Chapter 11: Advanced Input This chapter explores Input Set modification and advanced input options. The chapter focuses on creating overrides for the Input Set and using multiple Segments in the Input Set. Time is also spent reviewing Local Settings, Guidelines, and other data entry •Other Data Entry Methods After completing this chapter, students should be able to: •Change local settings and upload Guidelines •Create Input Set Overrides •Apply Input shortcuts on the Multi Row screen •Identify other data entry methods Chapter 12: Input Examples This chapter is an overview of advanced input screen designs that use calculation functions. The chapter focuses on the use of the Calculation Functions @LOOKUP and If/Then statements. Time is also spent looking at an additional Custom Input design. After completing this chapter, students should be able to: •Discuss other Input screen design scenarios •Use the @LOOKUP and @IF Calculation functions •Identify other uses for Custom Input Chapter 13: Security Overview This chapter introduces the Group security options, including Users, Assignments, and the approval hierarchy. The chapter highlights the optional Workflow functions, and is an introduction to Security, which is covered in more detail in the Microsoft Forecaster 7.0: After completing this chapter, students should be able to: •Security Group setup and privileges •How to use the Workflow process Chapter 14: Web Access Overview This chapter provides a high level overview of the optional Web Access functionality. The chapter focuses on an overview of the installation, sign on, and interface of the Web •Web Access Install and Configuration After completing this chapter, students should be able to: •The requirements for Web Access This chapter provides students with an opportunity to set up a practice company. The chapter gives students a challenge in setting up what they learned over the two-day class. Files are provided for the student to practice with. The chapter contains high level and step by step instructions, so the user can practice at their own comfort level. After completing this chapter, students should be able to: •Work comfortably in the application Appendix A: Microsoft Forecaster Menu Structure This appendix includes documents like navigation roadmaps, special character list, and reserved words in Microsoft Forecaster 7.0.
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FRx Registration Form (4834)