Adaptive Planning training classes: Budgets and Forecast
During October and November 2024, the Finance team hosted 3 readiness workshops and 2 hands-on training classes to prepare Cost Center Managers and key users for future use of Adaptive Planning.
Below is a list of presentation materials and recording links, available to watch or review anytime:
Readiness Workshop #1 Intro & general navigation: recording link and presentation materials
Readiness Workshop #2 Creating a budget: recording link and presentation materials
Readiness Workshop #3 Reports and Dashboards: recording link and presentation materials
Instructor Led Training Class #1 General usage and budget sheets: recording and presentation
Instructor Led Training Class #2 Budget entry: recording and presentation
During October 2025, the Finance team hosted a training session to review the FY2026 Q2 Forecast process. Two sessions were held, and optional office hours continued to support the team.
Forecast training presentation materials
Recording (from Sharmila Lala)
https://us06web.zoom.us/rec/share/iMbeecsTVW2LVKqrGnidANeBvVXvPhIfT4Y8BxyM8zvIxwxTJSUblSJshAq1I5mz.d36-PQzhdMQPKZnI
Passcode: f@42#JRm