General FAB Planning Quick Reference

This Quick Reference Guide Covers the following core system features of the FAB budgeting and forecating user interface:

• Navigating the FAB User Interface
• Access the FAB tools:
• Requesting access [insert link to access request process]
• Accessing the Planning tool (FAB data entry)
• Arranging and Navigating Windows
• Select / Filter data for creating/updating budgets and forecasts
• Selection Options
• By Hierarchy
• By Wildcard
• By Dimension Attribute
• By Subset - for TM1 users only

• Creating and setting default filter selections
• Grid-specific Filtering and Layout Features
• Hide Columns
• Re-arrange Columns
• Add an attribute column
• Turn-on subtotaling
• Show Details
• Goup By
• Filter by Column (Filter Row Feature)
• Launch TM1 Web
• Export to PDF, Excel, HTML
• Understand Global Assumptions
• Budgeting and Forecasting
• Add Placeholder Employees
• Add placeholder Account Keys
• Plan Salary Expenses
• Define employee worktime % and CSC assignments
• Plan Salary Increases
• Plan for a reclassification
• Plan salary increases without a reclassification
• Assign Employees to Account Keys - % in key, begin and end date method
• Assign Employees to Account Keys - hourly by Quarter
• Plan non-salary budgets
• Plan Annual non-salary budgets
• Plan Monthly non-salary budgets
• Plan MTDC Exlcusions
• MTDC Calculations
• Scenario management and What-iffing - not ready for test yet
• Using calculated scenarios
• Copying scenarios
• Using sandboxing
• Glossary of terms