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Planning checklists to get started on day one — Cloud Customer Connect
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Planning checklists to get started on day one

edited Aug 9, 2021 5:03PM in Planning


How to get started with Planning on day one


Wondering how to start using EPM Cloud Planning?

Select your role, then use these Planning checklists on your first day!

Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by roles for Service Administrators, Power Users, Users, and Viewers. Coming soon… checklists for all business processes and EPM Cloud provisioning.

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