Planful Top 10 Tips & Tricks

Uncover the most effective techniques to streamline your workflow and simplify your daily tasks in Planful.

Our expert speakers, Justin Meritt, VP of Solutions Consulting, and Adam Leash, Senior Financial Analyst at Planful, divulge their Top 10 Tips & Tricks that are guaranteed to supercharge your efficiency. Whether you’re a novice or an experienced user of Planful, this webinar is for you! Watch now to uncover tips & tricks on the following topics: 

• Verify & Clear Data  [5:30]
• Simulation Engine  [12:10]
• Security Preferences [15:10]
• Data Loads  [18:53]
• Finance vs. Entity Hierarchy  [23:30]
• Data Seeding  [27:22]
• Template Creation – Visibility | Global Fields | Translation Lines  [29:28]
• Substitution Variables  [40:25]
• Workforce Planning Reports  [43:50]
• Report Collections  [46:24]

**Each bullet point above is linked to the associated help article.

Watch the Top 10 Tips and Tricks webinar today and take your Planful expertise to the next level!