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Fundamentals of PowerPlan Reports and Queries - User
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About this course

This course is for users seeking to gain a better understanding of the reporting and querying functionality of the PowerPlan system. Anyone interested in getting the easiest access to data within PowerPlan as a user of the system will gain from this course. The focus of the course is on Assets, Projects, Charges, and Depreciation portions of the system.

Topics:

  • Query Tools
  • Standard Query Tools
  • FP - Estimates vs. Actuals
  • Standard Tab Query
  • PowerPlan Any Query
  • Reports and Report Maintenance

Objectives:

  • Describe the different tools available within PowerPlan to gain access to information
  • Confidently navigate to and utilize the query tools, both Standard and Any queries
  • Practice the features of the reporting and query modules
  • Describe the types of business data requests that are best answered via Standard and Any Queries

Intended Audience: Accounting and Field Users

 

Additional Information

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Live or Group Internet Based

CPE Credits = 8 credits possible (Computer Software and Application)

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