MICROSOFT FORECASTER 7.0 UPGRADE TRAINING

Transcription

1 MICROSOFT FORECASTER 7.0 UPGRADE TRAINING

2 Revision History Document Number Document Date Software Release FC7F_ENUS_UP 7/26/ Copyright and Trademark Notice Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft, FRx, Excel, FRx, and Word are trademarks of the Microsoft group of companies. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. ii

3 Contents Chapter 1: Upgrade Wizard Overview 1 Objectives... 1 Introduction... 1 Upgrade Considerations... 2 Microsoft Forecaster 6.7 Upgrade Wizard... 4 Creating the 7.0 Database Connection Summary Chapter 2: Getting Started 15 Objectives Introduction Navigation Basics Segments Assignable Segment Reversible Segment Rollups Periods Period Wizard Summary Chapter 3: Loading Data 45 Objectives Introduction Loading Data Options Data Import Verify Import Summary Chapter 4: Building Blocks 59 Objectives Introduction Lines Columns Calculations Formats Organization Summary Chapter 5: Input Set Design 81 Objectives Introduction Input Set Overview Build Input Columns Build Sections Build Input Lines Build Input Calculations Define an Input Set Locked Accounts Summary Page iii

4 Microsoft Forecaster 7.0: Upgrade Training Chapter 6: Account Input 107 Objectives Introduction Input Set Selection Toolbars Multi Row Data Entry Memos Line Items Spread Methods Single Row Data Entry Guidelines Summary Chapter 7: Human Resources Setup and Input 127 Objectives Introduction Copy Plan Wizard Human Resources Setup Screen Layouts Human Resources Input Tab Import Human Resources Human Resources Master Human Resources Master List Human Resources Options Summary Chapter 8: Capital Setup and Input 155 Objectives Introduction Capital Types Capital Input Summary Chapter 9: Revenue Setup and Input 165 Objectives Introduction Copy Plan Wizard Revenue Setup Revenue Input Custom Input Options Summary Chapter 10: Report Design 183 Objectives Introduction Detailed Income Statement Favorable/(Unfavorable) Budget Variances Line Item Detail Summary iv

5 Contents Appendix A 207 Microsoft Forecaster 7.0 Menu Structure Preparing for a new Budget Cycle Special Characters Reserved Words Index 223 Page v

6 Microsoft Forecaster 7.0: Upgrade Training How to Contact Us Mailing Address: Microsoft Corporation 4700 S. Syracuse Parkway Suite 150 Denver, CO Web site: Main Telephone: Software Support Telephone: (303) (800) (800) Microsoft Forecaster training: Microsoft Forecaster support: Documentation: General information: vi