Report Archive
The archive contains all reports that you have archived from Reporting and any reports that other users have shared with you. These...
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Planning
Detailed information on the Planning features found in Solver including Input Templates, Workflow & Assignments and Input Flow.
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Assignments
The Assignments view contains your assignments, i.e. budget forms for you to work on. Two types of assignments are displayed here: Click... -
Planning
Planning The Planning module allows you to design the budget model exactly as you want it, enter budget data, and save... -
Budgeting Setup
The Budgeting Setup menu enables budgeting from Solver to your ERP. Standard functionality in Solver is to only read data... -
Work with assignments from Planning
Assignments that are assigned to you from the Planning module, are displayed with blue thumbnails in the Assignments view. To open and edit the... -
Input Flow
Input Flow enables users to automate the storage of multiple templates that may be defining a budget process. For example,... -
Creating you first input template
This article will detail how to create an input template for use in Solver. Input templates allow you to write... -
Storing Back to Dates
This article details storing/saving back dates as part of a transaction in Solver Cloud and Private Host. There are a... -
Planning Security
Planning Security allows you to prevent storage to specific periods and/or scenario combinations from within the Planning features found within... -
Workflow Overview
Workflow Workflow is a tool that allows users to collaborate on work products and facilitate assignments throughout the planning and...