Microsoft Forecaster Essentials I Training Course Outline

Microsoft Forecaster Essentials I

The two-day Microsoft Forecaster 7.0: Essentials I training material explores the product and its functionality from the basic setup to preparing budget templates. This training material shows you the segment setup , data loading, input set setup, and additional detail setup. Learn how to make budgeting exciting and efficient with Microsoft Forecaster 7.0. 
A thorough understanding of these topics allows you to successfully use Microsoft Forecaster 7.0. You learn to navigate around the user interface, use and set up the features, and add details to your budget. 

Audience
Essentials I is recommended for budget administrators and partners who will be using or implementing Microsoft Forecaster 7.0. This training material, plus Essentials II and Supplemental Training is the recommended learning plan for new budget administrators and partners.

At Training Material Completion
After completing this training material, individuals should be able to:

  • Set up Segments, Rollups, and Periods

  • Import Data

  • Build Input Sets

  • Enter data using copy and grow shortcuts and data entry shortcuts

  • Set up Human Resources

  • Enter and Import employees

  • Set up Capital Types and enter Capital purchases

  • Build a Revenue model and enter data

Prerequisites

  • There are no prerequisites for this training material