Create Organisation
Create Password
All users who are Advisors will have access to ALL organisations with full permissions. You can add a password against an organisation to restrict access to the file. To add a password, go to Organisation details and click on "Password".
Tips
How do you turn on/off Tips? Tips will automatically be displayed for first time users. You can switch on/off Tips under "Help".
Setup Process
The wizards are a good option to step you through the process and can be accessed by clicking on the wand that appears on the menu bar, For Capacity organisations, we suggest you follow the "Quick Setup" wizard to produce a high level forecast and ...
Consolidations
Using Divisions for Consolidations There are a number of options to consolidate your reports, which ultimately depends on the "layers" of reporting that you require. Most organisations will use the "Divisions" function which allows you to have 2 ...
Divisions
What is a Division? You can create a Division if you would like to have multiple projections within the one file. There are various circumstances when this might be useful including multiple organisations, locations or departments. Divisions will ...