Consultant 3 day course
Please review Pre-requisites prior to the training.
This is a high paced 3 day course. The purpose of the training is to provide you with the advanced knowledge and skills to use the EFP/pcFinancials and Performance Canvas products.
You need to bring your own laptop to this course - see Pre-requisites.
The outcome of the 3 day course:
- You are aware of how to integrate the ERP Server with EPM Server (with EFP/pcFinancials products).
- You know how to integrate the data with any other source (not only with GL).
- You are advanced in using EFP/pcFinancials and are aware of how to work with business rules, scenarios and create reports from scratch.
- You can integrate EFP/pcFinancials with pcWeb&Mobile and can make any kind of queries, gems and canvases.
Agenda
Training Day 1
Focus: Installation and Configuration of EFP/pcFinancials
Speakers:Jan Morath / Jan Wogel
Time Subject 09:00 – 10:00: Introduction and getting started * Performance Canvas * Getting Started 10:00 – 12:00: Installation of EFP/pcFinancials * pcINSTALL and the process 12:00 – 13:30: Lunch 13:30 – 16:30: Configuration of EFP/pcFinancials * Business modelling and external integration 16:30 – 18:00: Drinks
Training Day 2
Focus: Advanced Configuration EFP/pcFinancials / pcWeb&Mobile
Speakers: Jan Morath / Håkan Ebersjö
Time Subject 09:00 – 09:15: Opening 09:15 – 12:00: Advanced Configuration and administration of EFP/pcFinancials * Modeler (Organizations, accounts, security and access) * Tips & Tricks to create a New Report (Financial Statements) 12:00 – 13:30: Lunch 13:30 – 17:00: pcWeb&Mobile * Focus on integration with EFP/pcFinancials * Extending integration with pcWeb&Mobile 18:30 – 21:00: Dinner
Training Day 3
Focus: Integration with other data source and advanced applications
Speakers: Jan Wogel / Håkan Ebersjö
Time Subject 09:00 – 09:15: Opening 09:15 – 12:00: Integration with a new data source 12:00 – 13:30: Lunch 13:30 – 15:30: Advanced applications * Intercompany eliminations * Intercompany matching * FX / Currency handling * Allocations 15:30 – 16:00: Q&A