How to Build a Forecast Plan in Planning Analytics Workspace

In this tutorial, we'll walk you through the step-by-step process of building a plan within Planning Analytics Workspace, empowering you to streamline your forecasting processes effectively. Whether you're a seasoned PAW user looking to enhance your planning processes or a newcomer eager to explore its functionalities, this tutorial is your go-to resource for mastering the art of building forecast plans in Planning Analytics Workspace.
0:06 Introduction
0:50 Forecast Requirements
1:30 Creating a Plan
2:03 Uploading Files
3:00 Added Co-owners
3:40 Adding and Editing Tasks
13:13 Overview of Tasks and Timelines
14:20 Workflow
13:36 Announcements
17:10 Finishing the Plan
18:10 Opening the Plan as a User
OTHER RECOMMENDED LINKS
• Event Notifications (livestreams, webinars, conferences) - pmsquare.com/livestreams
• PMsquare Analytics Blog - pmsquare.com/analytics-blog
• Newsletter Signup (news, tech tips, etc.) - pmsquare.com/newsletter
• Planning Analytics - pmsquare.com/planning-analytics
PRESENTER
Name: Dan Swan
LinkedIn: / dan-swan-5b31a23