End-User Training Resources

Martus is committed to assisting your organization as you empower all users to use Martus for your budgeting, forecasting, and reporting needs. We offer remote end-user training as part of our training resources. However, we also provide the following resources for you to use with your team.

Self-Paced Learning:

The following Knowledge Base articles are written with end-users in mind:

• Martus Basics For End Users 
• Budgeting Basics learning path

Webinar Resources:

End-User Basics is a part of our recurring Watch Me Work series that is held three times a year. The recording is updated each time.

• Watch me Work - End User Basics
• Upcoming Webinars 

End-User Training Checklist  

1. Set up users in Martus: Adding Users Overview
   • Ensure permissions and Dimension restrictions are correct - go to Setup > Users and click on the “Users Report” to review. Ensure the invitation email has been sent out to all new users.
   • Impersonate a few users to ensure that they are only seeing what you are expecting
   • Create a User profile on your User to utilize when training. The profile can be given fewer rights and access to only a few dimensions to ensure learners are only seeing appropriate data.
     
     
2. Set up Reports: 
   • Create a Default Report - Determine which report your users will use the most. Set that report as the Dashboard Default.
   • Create Saved Reports - Determine other helpful reports, and save those as shared reports for your users. 
   • Make sure the Ending date (Last Closed Month) is set to the appropriate month.
     
     
3. Budgeting: 
   • Set a Planner default budget for the current year and, as appropriate, the next year. This should be the budget you are expecting your users to work in. 
   • Set a Dashboard default budget for the current year and, as appropriate, the prior year.
     
     
4. Prepare for Training: 
   • Set a date and time 
   • Invite users 
   • Provide a user handout such as the one provided below under "Resources for Trainers."
   • Online Training Suggestions: 
     • Ensure you and the learners are comfortable with the technology for the video call. Test to make sure everyone can access the meeting and can access Martus.
     • Determine if learners will be in groups together or individually at their computers. If they will be in groups, ensure each group has a spokesperson near the microphone for questions.
   • If you do in-person training with your team, here are a few reminders: 
     • Test the WIFI in the meeting room. 
     • Make sure the screen you will be presenting on is large enough for all learners in the room to see.
     • Encourage participants to bring their laptops and follow along.
     • Ensure that there are enough power strips for learners to utilize. 
     • If you are new to the organization or it is large, consider name tags.
       
       

Resources for Trainers

Download the resources below and edit as needed to fit your organization. 

1. 1 Page learner guide
2. Slide Deck with Speaker Notes