OneStream: Enablement for Project Teams (2 days)


Project Teams

Learning objectives

Enable project teams to make a more valuable contribution to the design and planning of OneStream XF applications.

Course description

This course is an in-depth exploration of OneStream XF, ideal for project teams that need to get up to speed fast. We recommend that project teams attend this training before the application design process begins.

It covers all capabilities of the system and explores the interface and common terminology. This course explores OneStream dimensionality, how data is entered and loaded, consolidated, adjusted, translated and then analysed. Attendees will explore the powerful import functionality used to populate Actuals from source systems and find out about OneStream’s extensible dimensionality available when entering data to Budgets and Forecasts. 

This course provides project teams with an appreciation of standard, repeatable workflow processes and demonstrates how data is validated and certified. Attendees will learn about journal adjustments and how intercompany is processed. They will also find out about forms and cube views and gain an appreciation of how to analyse information through dashboards and reports as well as the OneStream XF Add-In for Excel.

This is the perfect way to start an OneStream XF implementation, providing a thorough grounding in functionality, terminology and concepts. It will help inform the decisions that need to be taken during the early design and build phase of an implementation.

Looking for System Administrator Training?

If you require system administrator classroom training, please visit the OneStream website.

Course agenda 

OSE Page 12 

CPE Sponsors

Course title: OneStream XF: 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 - computer software 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:

"We enjoy partnering with Keyteach as they share the same commitments and always deliver in a professional, effective and successful way. This is an ongoing and enduring relationship that has delivered tangible results for Melrose.”
Jason Care
Group Systems Manager, Melrose