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User Manual

The User Manual describes how to work with NeoPlan from an end-user perspective.

Sections

Getting Started

Introduction to NeoPlan and the user interface.

Topics include:

  • Launching NeoPlan
  • System Interface
  • User Homepage

Working with Forms

Working with budget forms and form data.

Topics include:

  • Data Entry
  • Calculations
  • Comments
  • Working with Currency
  • Importing Data from Excel
  • File Attachments
  • Form Layouts
  • Drill Down and Data Analysis

Working with Tasks

Working with workflow tasks and approvals.

Topics include:

  • Task Basics
  • Task List
  • Task Actions

Working with Reports

Creating and analyzing reports.

Topics include:

  • Report Types
  • Multidimensional Reports
  • Comparative Reports
  • Report Designer

Reallocations

Working with budget reallocations.

Topics include:

  • Reallocation Overview
  • Reallocation Document
  • Working with Reallocation Lines
  • Reallocation Approval Process