Basic Training Videos

Basics: Creating Plans and Plan Sheets

This video covers the creation of plans and plan sheets. You'll see how easy it is to create a plan sheet for department expense budgeting and copy that plan sheet to other departments. Topics covered: using column creation wizard to create the columns for prior year balances and budgets for the next fiscal year; using Insert Dimension Range feature to insert a row for each account number; applying a row Calc to retrieve Net Change balances for the prior year Actuals, using cell formulas to compute next year's budget based on prior year Actuals; using cell formulas for simple row and column totals. Length 47:51

Basics: Groups and Columns

Now that you know how to create basic Plans and Plan Sheets, let's dig deeper by exploring Columns. This video covers the creation and maintenance of Column Groups, Columns and Custom Columns. Length 34:24

Flow: Consolidating values from Child Subsheets

Often called "Consolidation", this powerful feature makes it easy for values to flow from a child sheet to its parent. This video covers the basics of defining Flow. We will look at defining Parent RowIDs, RowIDs and initiating flow from within the Plan Sheet. Length 19:51

Flow: Using ID Generation and Creating Summary Sheets

Now that you know the basics of defining Flow, let's dig deeper by exploring the Automatic ID Generation and creating summary plan sheets. We will also look at managing the consolidation across the plan tree using Plan Processing. Length 26:08

Plan Calculations Basics

Plan calculations are used to retrieve values that are external to the plan sheet. We begin with the most often used CALC to get balances from the GL source, apply the CALC to the column groups, copy the CALC to other rows and refresh the calculations. Then we look at Global Formulas, which are essentially mathematical expressions, consisting of combinations of account balances, constants, values from other plan sheets and database queries. We will cover the basics of creating and maintaining Global Formulas, focusing on Accounts type formulas, using account masking, multi-row formulas and retrieving average values. Length 39:18

Copy all or part of a Plan

This video shows you how to copy all or part of a Plan. As you begin the new fiscal year you will want to make a copy of your current plan and change the Plan Date. You may want to copy a backup of your plan before making major changes. With the partial copy plan, you can copy a branch from your plan into an existing plan. Length 14:05

Update Balances

This video will cover the steps of using the Update Balances routine in Active Planner. Any rows in the Plan Sheets marked as Budget in the Type column and that have a valid account in the Account Number column can be uploaded to the balance tables. In the Open Integration, Update Balances is the routine that moves the budget values from your plan sheets to the Resulting Balances table. From there, you can use an Export Script to move the Resulting Balances to the GL budget table (see Export Script Video in Installation Training). Sage MAS500 and Epicor Enterprise versions move the budget values directly into the GL budget tables and do not require an Export Script. Length 13:57

Available Resources

This is an updated video to show you what resources are available to help you keep your Active Planner updated and to get the most out of using Active Planner. The online help within Active Planner is your first source. The Technical Support Team's website contains CD downloads, maintenance releases and a knowledge base to help with errors. And the Active Planner Training website is a great source to help you get the most out of using Active Planner. Length 8:12