1. Home
  2. Documentation
  3. Planning
Searching...

Planning

Detailed information on the Planning features found in Solver including Input Templates, Workflow & Assignments and Input Flow.
  • Report Archive

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

    Workflow Workflow is a tool that allows users to collaborate on work products and facilitate assignments throughout the planning and...
© Copyright 2025, Solver, Inc.