Keyteach OneStream: Project Team Training


2 days (14 CPE credits)


Project managers and design teams 

Course Summary

Enable project teams to make a more valuable contribution to the design and planning of OneStream applications. It covers all capabilities of the system and explores the interface and common terminology. Ideal for project teams that need to get up to speed fast before the application design process begins.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone or request a private class for your team:

Learn how to use OneStream with Keyteach OneStream training. Request a private class for your team today.
Download your detailed course agenda from Keyteach. Discover how to use products from OneStream for users, superusers and administrators.

Learning Objectives

By the end of this course learners will be able to:

  • Recall the key functionality and workflow channels of OneStream
  • identify how the system tracks completion of workflow channels and differentiate between the certify and confirmation steps
  • Recognize how OneStream dimensions are maintained and administered
  • Review the capabilities of the 'People Planning' market place application
  • Articulate how to build and maintain cube views to create forms, reports and dashboards
  • Review the use of the workflow channels to populate different types of data into OneStream
  • Critique how the Member Filter Builder is used to create dynamic references to dimensions and the Point of View
  • Recognize how to work with the XF Excel Add-in to create Quick Views and Functions

Course Description

Explore OneStream dimensionality, learn 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. Explore the 'People Planning' market place app, learn about drivers and assumptions and find out more about the what-if modelling capabilities of the system. Attendees will also explore the Capital Planning and Planning Allocations functionality.

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 a OneStream 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.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: OneStream: Enablement for Project Teams

Duration: 2 days

Audience: Project managers and design teams

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

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:


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