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Microsoft Forecaster Webinars

Our Educational Video series for Microsoft Forecaster 7.0 are designed to take a look at specific features and capabilities of Microsoft’s budgeting and forecasting application while also showcasing the many services MSX Group provides to help you get the most out of this software solution.

These videos are presented by an MSX Group Certified Instructor. Feel free to reach out to the presenter listed for each session with questions or comments about the session, or email us at info@MSXGroup.com for any other information you may need.

Microsoft has discontinued development on Forecaster. Ask for details and a demonstration if you are interested in moving your budgeting process from Forecaster to our replacement solution, Prospero!

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    August 2022:
    Budget and Forecast Security
    In conjunction with maintaining control of access to financial statement data, securing budget and forecast input access is paramount in preserving the integrity of the budgeting process. Microsoft Forecaster allows you to select which data, reports, or budgets are available to which users. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Forecaster include:

    1. Review User Types, Roles and Assignments.
    2. Demonstrate Period and Book Code settings and Column Set references.
    3. Demonstrate security settings on Input Definitions.
    September 2022:
    Memos
    Memos allow budgeters to add supporting comments or notes to any account row available for input on the Main budget input screen. Memos may also be added on the Human Resources and Capital input screens. Email Noah directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Forecaster include:

    1. Demonstrate how to add, edit and delete memos on the Main input screen.
    2. Review memos on the Human Resources and Capital input screens.
    October 2022:
    Copy Plan Wizard
    Microsoft Forecaster’s Copy Plan Wizard allows you to copy data from one Input Definition to another. This is useful in preparing for an original budget, revisions to an original budget or forecasts and for what-if budget scenarios. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Forecaster include:

    1. Review Input Definition setup prior to using the Copy Plan Wizard.
    2. Review Copy Plan Wizard options.
    3. Demonstrate the Copy Plan Wizard.
    November 2022:
    Budget and Forecast Building Best Practices
    What are the best practices for building budget and forecast input screens using Microsoft Forecaster? This session is an opportunity to share techniques for building budget and forecast input screens with an emphasis on data integrity and easy maintenance. Email Noah directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Forecaster include:

    1. Demonstrate using Book Codes, Column Sets and Line Sets across multiple years.
    2. Demonstrate using the Copy and Copy Plan Wizard to create new budget and forecast input definitions.
    3. Review options for locking finalized budget and forecast data.
    December 2022:
    Calculation Tasks
    Calculation Tasks are useful in completing a typical budgeting cycle. Four commonly-used tasks include the Input Set Calculation Task, Line Item Calculation Task, HR Calculation Task and Capital Calculation Task. Email Derek directly with any questions about this video.

    Session Objectives: Topics covered by this video for existing and prospective users of Forecaster include:

    1. Review the Input Set Calculation Task, Line Item Calculation Task, HR Calculation Task and Capital Calculation Task.
    2. Review the order of completion for these tasks.
     
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    Watch our recorded webinars and Educational Videos on our : Recorded Sessions page.
     
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