Advanced Feature Tutorials

Go beyond the 101 library with these advanced walkthroughs for setup, scenario workflows, automapping, forecasting, and exports.

End-to-End Workflows

See the full scenario approval flow from setup through submission, review, and approval.

Topics covered: approval setup, submitting scenarios, approver flow, status changes.

Learn how automapping works and how field values can be populated based on rules.

Topics covered: rule setup, mapped fields, expected behavior, workflow examples.

See how rate cards are configured and used for compensation logic.

Topics covered: rate card setup, mapping logic, compensation use cases, expected outputs.

Learn how monetary fields can be used inside Forecast for cost planning.

Topics covered: monetary field setup, selecting values in Forecast, comparing cost over time.

See how to compare scenarios and review differences across planning views.

Topics covered: compare workflow, reading results, reviewing differences across scenarios.

Learn how to export PowerPoint decks for sharing and presentation.

Topics covered: export flow, generating decks, sharing outputs, presentation-ready exports.

Last updated 1 month ago

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