475-212-0075 
Microsoft Forecaster Essentials online Training
Introduction
Microsoft Forecaster is a software product used for organizational budgeting and planning. It is licensed as part of the Microsoft Dynamics product family. Microsoft Forecaster helps organizations replace spreadsheet based budgeting and planning by providing a database-centric approach that allows for audit capabilities, workflow, and increased data security.
Prerequisites
Course Content
1.Essentials I in Microsoft Forecaster 7.0
- Demonstrate key features of Microsoft Forecaster 7.0
- Overview of topics in course
2.Application Setup
- New Application Wizard
- Segment Definition
- Segment Modifications
3.Segments and Rollups
- Center Segment
- Center Rollup
- Rollup Navigation, Properties, and Maintenance
- Account Segment
- Account Rollup
4.Periods and Loading Data
- Period Fields
- Period Wizard
- Data Import
- Import Errors
5.Input Screen Setup
- Input Set Overview
- Columns
- Sections
- Lines
- Calculations
- Input Set Definition
- Locked Accounts
6.Account Input
- Input Set Selection
- Toolbars and Icons
- Spread Methods
- Multi Row Data Entry shortcuts
- Multi Row Data Entry Memos
- Multi Row Data Entry Line Items
- Single Row Data Entry
7.Human Resources Setup and Input
- Human Resources Setup
- Pay Types
- Salary Grades
- Benefits and Taxes
- Human Resources Input and Import
- Human Resources Distribution and Human Resources Master
- Custom Human Resources
8.Capital Setup and Input
- Define Capital Types
- Depreciation Methods
- Capital Input
9.Custom Setup and Input
- Custom Dimensions
- Define Markets and Products
- Create Product Lines and Calculations
- Associations
- Define Products and Rates
- Revenue Input
- Secondary Calculations
10.Advanced Input
- Local Settings
- Guidelines
- Input Set Overrides
- Multi Segment Input
- Input Shortcuts
- Other Data Entry Methods
11.Input Examples
- Global Rates
- LOOKUP
- If/Then Calculations
- Custom Units and Rates
12.Security Overview
- Groups
- Users
- Assignments
- Workflow
13.Web Access Overview
- Web Access Install and Configuration
- Web Access Sign On
- Web Access interface
14.Practice
- Define Segments
- Import Data
- Build Input Set
- Define Revenue
- Set Up Human Resources
15.Essentials II in Microsoft Forecaster 7.0
- Demonstrate key features of Microsoft Forecaster 7.0
- Overview of topics in course
16.Getting Started
- Installation and Connection
- Segments
- Rollups
17.Building Blocks
- Lines
- Columns
- Calculations
- Formats
- Reports
18.Income Statement Variations
- Summary Income Statement
- Detailed Income Statement
19.Variance Reports
- Reporting Periods
- Over/(Under) Budget Income Statement
- Favorable/(Unfavorable) Budget Variances
- Design Tips
20.Report Maintenance
- Building Block Organization
- Troubleshooting Techniques
- Design Tips
21.Additional Formatting Options
- Formatting Options
- Conditional Formatting
- Report Options
22.More on Rollups
- Center Rollup
- Account Rollup
- Rollup Maintenance
23.Side by Side Reporting
- Side by Side Reporting with Centers
- Using Periods in Lines
24.Multiple Segment Reporting
- Accounts combined with Periods
- Centers combined with Accounts
- Exploding Combined Segments
- Centers combined with Periods
25.Detail Reports
- Income Statement with Details
- Audit Trail History Report
- Column Code Detail Fields
- Detail Table Menus
26.Report Distribution
- Distribution Options
- Print Options
27.Sample Reports
- Accounts Payable Detail
- Projected Cash Flow
- Operating Expenses by User
28.Reporting on Three or More Segments
- Departmental Monthly Budget
- Summary Monthly Budget
- onsolidating Budget
Who Are The Trainers?
Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. keen Technologies also verifies their technical background and expertise.
What If I Miss A Class?
We record each LIVE class session you undergo through and we will share the recordings of each session/class.
Can I Request For A Support Session If I Find Difficulty In Grasping Topics?
If you have any queries you can contact our 24/7 dedicated support to raise a ticket. We provide you email support and solution to your queries. If the query is not resolved by email we can arrange for a one-on-one session with our trainers.
What Kind Of Projects Will I Be Working On As Part Of The Training?
You will work on real world projects wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready.
How Will I Execute The Practical?
Our Trainers will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.
If I Cancel My Enrollment, Will I Get The Refund?
If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.
Will I Be Working On A Project?
The Training itself is Real-time Project Oriented.
Are These Classes Conducted Via Live Online Streaming?
Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.
Is There Any Offer / Discount I Can Avail?
There are some Group discounts available if the participants are more than 2.
Who Are Our Customers & Our Location ?
As we are one of the leading providers of Online training, We have customers from USA, UK, Canada, Australia, India and other parts of the world.
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