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. 

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