Opening PlanGuru for the first time:
When you open PlanGuru we suggest you click the “Open an Existing Company” button and take a look at the sample company and follow this tutorial along step by step.
Before you go any further…….
What is a PlanGuru Company folder?
A Company is a collection of related forecast workbooks, stored in a common folder. Within the “Sample Co” company folder shown below we have four files all share the same of basic setup options.
What purpose does the Company folder serve?
Budget/Forecast analyses must be located in the same Company folder to be consolidated; this applies to customers who plan to set up and combine multiple operating units. The Company folder also helps you organize similar analyses.
Open the sample Analysis:
Select the “3 Year Projection” analysis from the provided Sample Co, and click the OK button.
What is a PlanGuru Analysis?
An analysis is an integrated financial statement workbook; this is where you’ll be creating your forward looking financial statements.
NEXT STEP - Click this link for a Navigation walk-through.
PlanGuru’s menus, tabs and dialogs will unlock the application’s features.