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On your first day with Planning, use the new checklists to get up and running quickly!

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edited Sep 9, 2021 9:12PM in Planning

Summary

Planning Quick Start checklists

Content

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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