There are three navigation features, each is important to understanding PlanGuru's functionality.
The PlanGuru Grid
The Grid area is where you will be spending the majority of your time working in PlanGuru. From the grid you can add, move and delete categories (accounts). Most importantly the grid is where you will be selecting forecast methods.
Data Tab Menu
These tabs allow you to show different types of data within each financial statement grid. Using these tabs you can show or hide historical data, actual results, forecast methods and cash flow treatment for each account.
Select Financial Statement Window
Allows you to choose between which financial statement you want to view within the grid. Think of a PlanGuru analysis as an integrated set of financial statements, this allows you to navigate between them.
Top Menu Bar
Allows customers to add & save analysis files, manage security, use application utilities, print reports and make changes to the analysis setup.
NEXT STEPS: Understanding Analysis Setup Options
Before you set up your first analysis reviewing the setup options of the sample will help you get it configured correctly the first time.