Planning & Procedures in Board - A/NZ

  • 10 November 2020, 13:00 / 17:00
  • Level: Advanced
  • Online training
  • Language: English

This course is designed for Database Developers or advanced Power users who have already completed the Data Modelling and Visualisation Courses  – or have equivalent experience. The course brings together many of the concepts covered in the previous courses and enables developers to build fully integrated and automated BI (Reporting)  & CPM (Budgeting and Planning) solutions.

Price: $1,000 AUD per person

Delegates will learn the Board functions of data entry, procedures, and data flows required to implement a CPM application.  It includes the concepts to develop a multiuser application when creating a CPM application.  This training includes hands-on exercises to perform data calculations and transformations (allocations), configuring data entry work screens, building workflow structures and scenario creation.

Trainee Pre-Requisite: Data Modelling & Visualisation or equivalent Board Experience 

This course is delivered virtually across 4 days, each session's duration is 4 hours.

Day 1:

  • Introduction
  • Procedures
  • Data Entry

Day 2:

  • Model your Data
  • Dataflow

Day 3:

  • Advanced Features 
  • Multiuser

Day 4:

  • Workflow Modelling 
  • Allocation Process 


  • A laptop enabled to “remote desktop” via a guest network to Board training servers – each trainee is provided with their own connection for the course and all training software, materials and exercises are accessed from here.
  • A mouse can be beneficial (but subject to trainee preference)