Navigating the PlanGuru Grid
The PlanGuru grid is the most important feature of our products and is the part of the product which most resembles a spreadsheet.
Expand and Collapse time columns
For customers forecasting by interim period, full years can be expanded or collapsed to show or hide monthly or quarterly detail. Do this by clicking the +/- button under the Year column header.
Add, Delete & Edit Categories
Right clock on any row to bring up the category menu. PlanGuru categories (accounts) can be imported, or they can be manually added in the Grid. Categories can also be modified, deleted and moved by bringing up the category menu.
Select Forecasting Methods - Add Change Category Tool
The add change category tool is the control center for each financial statement category. Double click any existing category to bring it up. This tool allows you to select and modify forecasting methods and edit category properties.
Add Subtotal Rows
Subtotals (Enhancement Edition only) allow you to group categories in parent sub-account groupings. They can be added by highlighting a group of categories, and rick clicking. These subtotals can be referenced in calculations when forecasting other categories.
Expand/Collapse Financial Statement Detail
PlanGuru Classes equate to financial statement groupings, such as Revenues, Cost of Goods Sold or Current Assets. These can be expanded or collapsed by clicking the +/- button to the left of the grouping. The same applies to subtotal groupings.