The one-day Planning Upgrade course is designed to bring administrators and power users up to speed on all the new features and functionality that have been added to Planning in 18.104.22.168. It’s very important to note, however, that each upgrade course is customized to a client’s specific needs, depending not only on what version they’re upgrading from and to, but also what features they may not have been fully leveraging in their old version. We can take material from our existing Planning Bootcamp class to fill in any knowledge gaps within your team and help you leverage the most out of Planning. In fact, the manual we provide is based on our Planning Bootcamp course so you receive a great reference manual for the version you are upgrading to.
have a good understanding of what the new features and functionality are in the new version of Planning. You will gain hands on experience with the various parts of the product depending on the depth of coverage for the topics covered and the length of the class.
(a sample of typical topics covered for an upgrade from 22.214.171.124 to 126.96.36.199):
Simplified Interface from an end-user perspective
Simplified Interface admin features explored
Dynamic Children feature – how to enable users to seemingly create members on the fly for Planning
Calculation Manager database management features
Changes to the Calculation Manager interface for developers
Smart View for Planning New features
New Submit options
Custom Form Styles
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