Applied Planning Interactive End-User

This course is designed to take interactive Planners through all the essentials of working in a Hyperion Planning system. Although this course description describes the typical flow of a class, elements of the Applied Planning Developer course can also be added to fit the needs of the class. The course begins with a general overview of Planning with a review Planning terms, the architecture of all the Planning components and how they are commonly used. The course then focuses on tasks that end-users must perform during the planning cycle. We walk you through creating and modifying forms, working with forms to enter data, adding annotations, and the rest of the form features such as running business rules. For client on version 4.0 and up, we cover how to use the forms in the Smart View client. We finish up by going through Workflow Management and the process of submitting a plan for review.
There are no prerequisites required for this course.
1 Day/Lecture & Lab
  • Overview of
  • Building Forms
  • Smart View Client
  • Business Rules
  • Workflow Management

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