Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Welcome
- 2 Familiarizing Yourself with Planning
- 3 Preparing to Work in Planning
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4
Basics of Working With Data
- About Entering Data
- Dynamically Setting User Variables
- Making Data Meaningful
- More Ways to Manipulate Values
- Entering Data for Suppressed or Excluded Members
- Getting the Latest Data
- About Calculating Data
- How Totals are Calculated
- Reviewing Data
- Promoting Data
- Personalizing How Data Displays
- Printing Data
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5
More About Working With Data
- Viewing Member Formulas
- Working with Planning Data in Excel
- Drilling Through to Source Data
- Cell Icons
- Resolving Data Validation Errors
- Pushing Data for Reporting
- About Cell Comments
- Working with Attachments
- Searching for Forms, Dashboards, and Infolets
- Why Cells May Be Read-Only
- Seeing What's Changed
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6
Planning with Tasks
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Using Task Manager
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Updating Tasks
- Working with Tasks from the Home Page
- Viewing the Task Worklist
- Viewing Tasks from the Schedule Tasks Page
- Updating Task Information
- Adding Comments for Tasks
- Viewing Related Tasks
- Viewing Task History
- Reassigning Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Canceling Tasks
- Setting Tasks to Force Close Status
- Exporting Tasks from Schedule Tasks
- Workflow for Task Manager Groups
- Working with Alerts
- Viewing Schedules
- Monitoring Task Manager Dashboards
- Generating Task Manager Reports
- Viewing Task Manager Jobs
- Viewing Task Manager Audit Details
- Creating Connections to the Smart View Extensions
- Updating Tasks from Smart View
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Updating Tasks
- Using Tasks with Task Lists
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Using Task Manager
- 7 Using Dashboards to Work with Data
- 8 Viewing Key Information with Infolets
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9
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Using Free-Form Ad Hoc
- 10 Using IPM Insights to Inform Your Decision-Making
- 11 Improving Forecasting Accuracy with Predictive Planning
- 12 Adjusting and Spreading Data
- 13 Working with Supporting Detail
- 14 Getting Plans Approved
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15
Working with Reports
- Working with the Reports Reporting Solution
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Working with Legacy Financial Reports and Books
- Types of Financial Reports
- Creating Snapshot Reports and Books
- Fine-Tuning Reports and Books
- Exporting Formatted Reports to Excel
- Creating Dynamic Reports
- Viewing and Updating Dynamic Reports
- Creating Dynamic Books
- Viewing and Updating Dynamic Books
- Displaying the POV Member Selector for a Report
- Using Financial Reporting Reports and Annotations
- 16 Using Business Rules
- 17 Building a Plan Privately
- 18 Working with Currencies
- 19 Setting Your Preferences
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A
Predictive Planning Forecasting and Statistical Descriptions
- Forecasting Basics
- Forecasting Use Cases
- Classic Time-series Forecasting
- ARIMA Time-series Forecasting Methods
- Time-series Forecasting Error Measures
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IPM Insights Metrics
- IQR (Interquartile Range)
- MAD (Mean Absolute Deviation)
- MAPE (Mean Absolute Percentage Error)
- ME (Mean Error)
- Modified Z-Score
- MPE (Mean Percentage Error)
- RMSE (Root Mean Squared Error)
- RPD (Relative Percentage Difference)
- TOTD (Total Deviation)
- TOTPD (Total Percentage Difference )
- Z-Score
- Risk
- Impact Magnitude Thresholds
- Forecasting Method Selection and Technique