HFM: Enablement for Project Teams (2 days)

Audience

Project Teams and System Administrators

Learning objectives

Gain an understanding of HFM and explore the financial consolidation process within HFM.

Course description

This course covers everything project teams need to make a useful contribution to the design and implementation of a HFM application.

This course explores HFM dimensionality, how data is entered and loaded, consolidated, adjusted, translated and then analysed using Financial Reporting and ad hoc spreadsheet analysis within Smart View.Project teams will gain an appreciation of the various ways of loading data to HFM via FDMEE and Smart View. They will also learn about entering data and will explore both data grids and data forms to review and analyse data. This course examines the adjustment of data through the creation and management of journals.

Students will run matching reports to analyse any intercompany mismatches, review the consolidation process and learn how to sign off data through Process Control.

Day summary

Day 1:

Overview, navigation, dimensionality and entering data

Day 2:

Reports, consolidation, translation, process control and Smart View

Detailed course agenda / Justification for your manager

FMO Page 1b 

CPE Sponsors

Course title: HFM: Enablement for Project Teams

Duration: 2 days

Audience: Project Teams

Pre-requisites: None

Delivery method: Classroom (group - live)

Advanced preparation: None

Recommended CPE credits: 14 credits - specialised knowledge and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org