Training


Training Programs

Clear Plan, in conjunction with Adaptive Planning, offers several types of training options, including training webinars, pre-recorded video training , and client-specific courses. All training is delivered over the web.

Training webinars and video training are offered free of charge to all Adaptive Planning users, including clients, prospects, and partners using any Adaptive Planning edition. Client-specific training is available to customers for a fee.

Pre-Recorded Video Training Programs

Please note that these videos are large and may take a few minutes to begin playing.

• Intro to Adaptive Planning
  An introduction to the basics of how to use Adaptive Planning
• Reporting
  How to use the Reporting features within Adaptive Planning
• Adaptive Planning vs. Excel
  A review of key concepts and differences between Adaptive Planning and Excel
• Overview of Accounts and GL Accounts
  A review of Accounts in general and a specific discussion of GL Accounts
• Custom and Metrics Accounts
  A discussion of Custom and Metrics account types and their use
• Modeled Accounts
  A discussion of the modeled accounts and their use
• Creating Formulas
  A review of the use of the formula editor for creating formulas on a sheet
• Using the Formulas Tab
  A review of the purpose for and use of the Formulas tab
• Assumptions
  An overview of the creation and use of assumptions
• Using Historical Data in Adaptive Planning
  A discussion of the ways in which historical data can be edited and used within accounts and versions
• Import/Export
  A review of the ways to import and export historical and budget data into Adaptive Planning

Client-Specific Training Courses

Clear Plan also offers customized training courses for clients. These training courses are conducted over the web, using your working model, so your team can log in from one or many locations and learn how to manage your specific business processes in Adaptive Planning. Each of these web-sessions concludes with a live Q&A session, which is designed to address issues specific to your organization.

Course	Description
Advanced Admin Training	This training is designed for a client or partner who will be building a model from scratch. This training covers model design considerations, Adaptive Planning model concepts, implementation tips and tricks, case studies, as well as all of the topics covered in the Admin Training. Maximum attendees: 10 Average Duration: 8 hours Price: ₤1,000
Admin Training	This training is designed for an administrator that will be maintaining a model once it is built. The training includes all areas of administration including Plans, Accounts, Dimensions, Sheets, Versions, Users, Import/Export, Reporting, and Formula creation. Maximum attendees: 10 Average Duration: 4 hours Price: ₤500
End User Training	This training is designed for the end user who will be using Sheets and Reports. This training covers data entry, formula creation, and reporting. Maximum attendees: 20 Average Duration: 1 hour Price: ₤250