Course 8866: One days; Instructor-Led
Introduction
The one-day Upgrading to Microsoft Forecaster course explores the upgrade process from Microsoft Forecaster 6.7 to Microsoft Forecaster 7.0. This course shows you the upgrade process, upgrade considerations, navigation, upgrade roadmap, and the new features introduced in Microsoft Forecaster 7.0. Learn what's new and exciting for 7.0 and become familiar with the new application interface. A thorough understanding of these topics allows you to successfully use the existing and new features in Microsoft Forecaster 7.0. You learn to navigate around the new user interface, use new features, design reports, and develop the confidence to train end users.
Audience
Customers with knowledge and experience with previous versions of Microsoft Forecaster. Prior to viewing this course students should view the online course titled Microsoft Forecaster 7.0: What's New - For 6.7 Users.
Upgrade training is recommended for anyone who plans to upgrade to Microsoft Forecaster 7.0, or assist customers with upgrading. The class is targeted toward partners, customers, desktop and end user support professionals, and information workers, who need to understand the upgrade process and features of Microsoft Forecaster 7.0.
At Course Completion
After completing this course, students should be able to:
| • | Run the upgrade wizard to upgrade a Microsoft Forecaster 6.7 database |
| • | Navigate the Microsoft Forecaster 7.0 system |
| • | Work with Segments and Periods |
| • | Load data using the Data Import Wizard |
| • | Create and modify building blocks |
| • | Design an Input Set |
| • | Enter data using copy and grow shortcuts and data entry shortcuts |
| • | Budget employees |
| • | Enter Capital data |
| • | Build a Revenue model and enter data |
| • | Design and format Reports |
Prerequisites
Before attending this course, students must have:
| • | Knowledge and experience with previous versions of Microsoft Forecaster |
| • | Completed the online course titled 'Microsoft Forecaster 7.0: What's New - For 6.7 Users'. |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student courseware includes a comprehensive workbook and other necessary materials for this class.
Course Outline
Chapter 1: Upgrade Wizard Overview
This chapter gives students a general overview of the upgrade wizard and what to consider before and during the upgrade process. In addition it discusses creating the connection to the database to sign into the application.
Main Topics
| • | Upgrade Considerations |
| • | Microsoft Forecaster 6.7 Upgrade Wizard steps |
| • | Database Connection |
After completing this chapter, students should be able to:
| • | Identify the data not being upgraded to 7.0 |
| • | Discuss the unsupported features in 7.0. |
| • | Complete the ‘Before Running the Upgrade' checklist |
| • | Run the Microsoft Forecaster 6.7 Upgrade Wizard |
| • | Create a connection to the database |
| • | Sign into the application |
Chapter 2: Getting Started
This chapter familiarizes students with the fundamentals of Microsoft Forecaster 7.0. It signs users into the training company, and explores navigational basics and tool bar icons. Users will also work with Segments, modify Rollups, and create Periods.
Main Topics
| • | Navigation Basics |
| • | Segment Review |
| • | Rollups |
| • | Periods |
After completing this chapter, students should be able to:
| • | Sign into the training company |
| • | Navigate menus and recognize icons |
| • | Modify Segments |
| • | Modify Rollups |
| • | Create Periods |
| • | Use the Period Wizard |
Chapter 3: Loading Data
This chapter explores the methods for loading data into Microsoft Forecaster. This chapter steps through the data import wizard to load data for baseline purposes. Time is spent discussing the import verification and how to troubleshoot and resolve errors during the import process.
Main Topics
| • | Loading Data Options |
| • | Data Import Wizard |
| • | Verify Import |
| • | Identify and Correct Errors |
After completing this chapter, students should be able to:
| • | Determine methods of data entry |
| • | Import data using the wizard |
| • | Verify the import |
| • | Troubleshoot errors |
| • | Correct errors and post transactions |
Chapter 4: Building Blocks
This chapter reviews Lines, Columns, Calculations, Formats, and organizes the different building blocks with Folders. The chapter focuses on the fields and functionality of each building block, including the enhancements added to version 7.0. Time is spent organizing building blocks for easier use and identification.
Main Topics
| • | Line Fields |
| • | Line Upgrade Notes |
| • | Column Fields |
| • | Column Upgrade Notes |
| • | Calculation Types and Rules |
| • | Calculation Tips |
| • | Formats |
| • | Building Block Organization |
After completing this chapter, students should be able to:
| • | Create and modify building blocks for use with Input Sets and Reports |
| • | Utilize new features and formatting capabilities |
| • | Group building blocks into logical categories |
Chapter 5: Input Set Design
This chapter creates an Input Set from new and existing building blocks. The chapter creates new input Columns, Lines, and Sections. Time is spent reviewing the fields of the input set and locking accounts from input.
Main Topics
| • | Input Set Fields |
| • | Input Columns |
| • | Sections |
| • | Input Lines |
| • | Calculations |
| • | Center Overrides |
| • | Locked Accounts |
After completing this chapter, students should be able to:
| • | Create an Input Set |
| • | Override Lines and Calculations for Centers |
| • | Lock Accounts from input |
Chapter 6: Account Input
This chapter discusses the Input selection widow, icons, and data entry. The chapter focuses on data entry shortcuts, Memos, Line Items, Spread Methods and Single Row data entry. Time is spent reviewing and loading Guidelines for users to reference.
Main Topics
| • | Input Set Selection |
| • | Toolbars and Icons |
| • | Multi Row Data Entry shortcuts |
| • | Multi Row Data Entry Memos |
| • | Multi Row Data Entry Line Items |
| • | Spread Methods |
| • | Single Row Data Entry |
| • | Guidelines |
After completing this chapter, students should be able to:
| • | Open an Input Set |
| • | Recognize icons |
| • | Enter data on the Multi Row and Single Row tabs |
| • | Create Spread Methods |
| • | Upload and view Guidelines |
Chapter 7: Human Resources Setup and Input
This chapter copies and reviews Human Resources setup information, enters and import employees, and reviews new features in the Human Resources Master. Time is spent customizing screen layouts and reviewing new features in Human Resources.
Main Topics
| • | Copy Plan Wizard |
| • | Human Resources Setup |
| • | Human Resources Input and Modification |
| • | Import Employees |
| • | Human Resources Master |
| • | Distributing Employees |
| • | Human Resources Options |
After completing this chapter, students should be able to:
| • | Copy and set up Human Resources |
| • | Input and import employees |
| • | Distribute and promote employees |
| • | Use Human Resources Master to modify employee fields |
| • | Customize Human Resources screens |
Chapter 8: Capital Setup and Input
This chapter reviews Capital Types, the types of Depreciation Methods, and Capital input. The chapter focuses on the Capital fields and calculation of the different depreciation methods. Time is spent inputting Capital and reviewing the Capital task.
Main Topics
| • | Capital Types Overview |
| • | Depreciation Methods |
| • | Capital Tab Entry |
| • | Capital Tasks |
After completing this chapter, students should be able to:
| • | Create and modify Capital Types |
| • | Choose a depreciation method |
| • | Enter Capital purchases in the Input set |
Chapter 9: Revenue Setup and Input
This chapter copies and reviews Revenue Setup, associates markets and products, and inputs revenue data. The chapter focuses on the new feature of Units and Rates, as well as the single and double grid input display.
Main Topics
| • | Copy Plan Wizard |
| • | Revenue Setup |
| • | Units and Rates |
| • | Associations |
| • | Revenue Input |
| • | Custom Input Options |
After completing this chapter, students should be able to:
| • | Copy and set up Revenue |
| • | Use Units and Rates |
| • | Create associations between Centers, Markets, and Products |
| • | Input Revenue |
| • | Rename Markets and Products |
Chapter 10: Report Design
This chapter creates three common reports in Microsoft Forecaster. The chapter reviews Lines, Columns, and Calculations, and introduces Formats to provide boardroom quality reports. The chapter focuses on the use of summary segments and formatting to make Reports easier to maintain and presentable. Time is spent on conditional formatting, reporting periods, and report features.
Main Topics
| • | Create and Generate Reports |
| • | Build Formats |
| • | Create Number Formats |
| • | Use Reporting Periods |
| • | Apply Conditional Formatting |
| • | Link Details to a Report |
After completing this chapter, students should be able to:
| • | Create, generate, and print Reports |
| • | Apply conditional formatting, reporting periods, and number formats to a report |
| • | Use Formats for printable reports |
Appendix A: Microsoft Forecaster Menu Structure
This appendix includes documents like navigation roadmaps, special character list, and reserved words in Microsoft Forecaster 7.0.
Main Topics
| • | Menu Structure |
| • | Special Characters |
| • | Reserved Words |
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