Welcome to the workshop for Budgeting & Planning Administrators. This workshop and accompanying manual are designed to help the two administrators in your company begin setting up Budgeting & Planning users as quickly as possible. It’s highly recommended that at least 2 people train as system Administrators to ensure user access is never in jeopardy.
Each lesson steps you through the features and functionalities that are specific to administrative responsibilities. The program is meant to be a starting point for Budgeting & Planning Administrators and is created for users who are unfamiliar with the application or for those needing a quick reminder about how to do a specific task.
As you work closely with your IT department to get Budgeting & Planning distributed to your users, it’s important to remember two things:
The routine backup of the Budgeting & Planning SQL database is your responsibility.
You should not attempt to programmatically, or otherwise modify Budgeting & Planning SQL database tables without Deltek’s direct supervision.
This training class is focused on the functional use of the Deltek Budgeting & Planning software. It is designed with the idea that the participants are versed in Budgeting & Planning and have purchased and installed the software in their organization.
A basic understanding of the B&P software.
Upon completion of this course you will be able to:
Manage the User Settings in Budgeting & Planning
Apply General Settings
Identify the Project Specific Settings
Apply Organization Specific Settings
Other Deltek classes you may be interested in include:
Budgeting & Planning Project Manager Fundamentals
Budgeting & Planning Project Manager Advanced Class
Budgeting & Planning Earned Value Management Overview
Budgeting & Planning Financial Manager Fundamentals Overview
Budgeting & Planning Organization Manager Fundamentals
Budgeting & Planning Organization Manager Advanced Class