Planner Worksheets (Video)

The  Planner > Worksheets page provides a list of available worksheets. It is important to note that the worksheets displayed are determined by the dimension restrictions applied to the current user.

Selecting a Worksheet

1. Go to Planner > Worksheets.
2. Ensure the appropriate Year is selected.
   
   
   
3. Utilize any filters as needed to find the worksheet.
4. Click Edit (pencil icon) next to the appropriate worksheet.
   
   

Use the links below to navigate through the learning path.

Introduction << Budgeting Basics - Learning Path >> The Budget Worksheet