Getting Started Checklist for Strategic Modeling

Perform these tasks to set up Strategic Modeling:

1. Create an application, or identify an existing application to use.

   For Planning, see Creating a Planning Application.

   For Planning Modules, see Creating an Application in Administering Planning Modules.

2. Enable Strategic Modeling. See Enabling Strategic Modeling in Planning Modules or Enabling Strategic Modeling for Custom Applications.
3. Review the provided templates, and upload any custom templates required for your organization. See Working with Templates.
4. Create a model from a template. See Creating a Strategic Modeling Model.
5. Set up access permissions. See Setting Up Model Access Permissions.

6. After you enable Strategic Modeling, refresh the database. Click Application, then Overview, and then from the Actions menu, select Refresh Database, then Create, and then Refresh Database.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal	Learn How
Get an introduction to Strategic Modeling.	Introduction to Strategic Modeling