Required Prerequisite: Model Building, Getting Started Spotlight Reporting

Discover how to efficiently maintain your Planful models!

In this workshop, we’ll take a deep dive into the inner workings of models in Dynamic Planning. We’ll explore how to maintain, update, and customize existing models to meet evolving business needs. This workshop will guide you through how to manage and update models, troubleshoot issues, and incorporate new data into existing views and reports with new dimension members, ensuring that your data remains accurate and aligned with business requirements.

If you want to sharpen your skills, this workshop will equip you with the tools and techniques you need to manage financial models in your organization efficiently.

User Type: Power and Contributor users

Prerequisite: Model Building and Getting Started Spotlight Reporting

Recommended Planful Experience: 1+ years with Dynamic Planning

Program Level: Intermediate

Delivery Method: Group Live

After completing this course, students will be able to: 

• Understand modeling components and how they interact

• Add new dimension members to existing models

• Apply hierarchy changes

• Update variables in maps and formulas

• Execute calculations

*Please note this course requires it's own ticket. You can purchase these tickets under the registration section.

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Participants will earn 2.5 CPE credits

In order to be awarded the full credit hours, you must be registered, present, and attend full session duration.

Field of Study:  Finance

For more information regarding policies such as refunds and cancellations, please contact us at training@planful.com

Planful, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.