You will perform these tasks to create and evolve your financial models:
Select the server and database to use.
Existing users: Select existing model template.
See Converting Templates.
Create a template and model (entity) file, and define the model duration time using:
The Time Period Wizard
The New Entity Wizard
Define user and group access to other models and items such as dimensions, scenarios, and reports.
Create or use the provided accounts, and input data. See Working With Financial Accounts.
Project financial results using provided (e.g. growth rate) or custom forecast method. See Forecasting.
Define funding and debt repayment options. See Using Funding Options.
Define tax and valuation options such as shareholder value, dividend discount, and economic profit. See Using Tax and Valuation Options.
Convert international currencies. See Translating Currencies
Apply changes and ensure uniformity in your model using the Entity Change and Assumptions Change Managers.
Insert data from Microsoft Excel into your model using worksheets. See Using Worksheets
Amalgamate multiple models. See Consolidating Financial Models.
Analyze financial models using different scenarios and targets. See Performing Advanced, What If? Analysis.