Budget & Adaptive: Ask Us Anything

Where is the excel template for the mult-year financial plan?

Adaptive Planning itself is the multi-year financial plan.  There is no outside file; everything can be done in Adaptive.

How do I ensure I have made no technical errors on my budget?

To check your budget for technical errors, run the quality check report.  It's the first result in the reports list:  00 Quality Check.  You can add this to your favorites folder by right-clicking and choosing "add to favorites."

Where can I assess training materials for Adaptive Planning?

Training materials are located within Adaptive.  To access them, use the link on the announcements page. 

Screen shot of Adaptive Planning Announcements page.  Shows the link for training.