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AXUG Academy - Introduction to Microsoft Forecaster (Apr 2013)

Instructor-led training on-line!
Want to do away with the pains of budgeting spreadsheets? Learn how to set up and configure Microsoft Forecaster in less than one day for basic budget input. This training will include: populating budget segments, creating rollups for summarized reporting, and creating a budget input set for data entry including the flexible line, column and calculation set architecture of Forecaster. This course is open to any AX user.

This class is perfect for those considering or beginning a Forecaster implementation. We will start from scratch with this excellent out-of-the-box application to share with you the setup steps needed to begin budgeting. You'll be guided through the basic configuration of Forecaster while sharing best practices having implemented Forecaster over many years. Get a head start on your Forecaster implementation. Upon completion of this training, you will benefit from a good product foundation and expert guidance for your financial planning.

If you would like to supplement your learning with the official Microsoft Forecaster training guide, they are available through the MSX Group here.  As an AXUG Academy student, you'll receive $15 off the list price.   

Learning Objectives:
•    Understand basic Microsoft Forecaster product functionality
•    Create Income Statement budget for multiple departments       
•    Populate Forecaster segments, create rollup trees
•    Create budget input set (periods, column, line set and calculation set
•    Look at detail budgeting for Human Resources, Capital, Revenue and Line Item detail
•    Create income statement summary and detail reports

Instructor: MSX Group

Audience: Finance or Business Analyst

Level: Beginner

Prerequisites: An understanding of financial modeling, budgeting and planning with a background in those activities.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class.  Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended.  If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 6 CPE credits. You must request CPE credit via the class survey, which will be distributed after class. The survey will be open for 30 days, after which it will be closed and you will not be able to request credit. Your CPE certificate will be sent via email approximately 2 weeks after the survey is closed. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

The AXUG Academy offers the unique ability to learn from recognized experts while sitting at your own desk. Most classes leverage an instructor-led learning environment coupled with hands-on training. You can practice the content and apply the curriculum immediately, instead of just watching. Classes are conducted with a combination of a conference call/VOIP, and a remote desktop connection. If your instructor uses this environment, the detailed instructions for connecting and attending the class will be sent a day prior to class.

Note: Preview Members are not eligible for the Premium Member discount.

To maintain an optimal training environment, each person attending the class is required to register separately.  If more than one attendee per registration participates, their organization will be billed for the additional attendees. With registration, you agree to the terms related to Distance Learning classes as included here.  Instructor and/or agenda are subject to change.

Event Type

Academy Training

Registration Costs

Basic Membership Cost: $369.00
Premium Membership Cost: $279.00


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