Planning

The archive contains all reports that you have archived from Reporting and any reports that other users have shared with you. These...

The Assignments view contains your assignments, i.e. budget forms for you to work on. Two types of assignments are displayed here: Click...

Planning The Planning module allows you to design the budget model exactly as you want it, enter budget data, and save...

The Workflow feature gives you full control of the budgeting process from start to finish. Through a workflow matrix, you can manage the...

The Budgeting Setup menu enables budgeting from Solver to your ERP. Standard functionality in Solver is to only read data...

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 enables users to automate the storage of multiple templates that may be defining a budget process. For example,...

This article will detail how to create an input template for use in Solver. Input templates allow you to write...

This article details storing/saving back dates as part of a transaction in Solver Cloud and Private Host. There are a...

Planning Security allows you to prevent storage to specific periods and/or scenario combinations from within the Planning features found within...