Intro to FAST Budget and Forecasting

Welcome to FAST Budget and Forecasting! In this video, we'll take you on a short tour around the application home page, show you some basic navigation, menu structure and also discuss the key workflow components in the Budgeting cycle. This is a great video to start off with as you begin your training!

7:20

Budget Development: Data Entry Pages

This video is going to take a detailed look at the Data Entry options for Budget Development in FAST. We'll discuss some of the ways you can begin to get budget development data into your Budget Series' in either a centralized or de-centralized workflow. This video will focus on the correct use of the Detailed Data Entry page.

12:43

Budget Development: Import From Excel

This quick video will show you how to use the Excel Options to import your Budget Development data into a Budget Development Series. We'll cover how to download the Excel template, how to use this template correctly and the steps to import that template back into FAST to quickly and easily add line items to your Budget Development data without having to key them in manually. This will be a huge time saver once you get the hang of it!

8:51

Budget Development: Using the Operating Statement Summary Reports

This video will walk us through using the Operating Statement Budget Summary Reports to review and edit your Budget Development data for the next Fiscal Year. We'll cover how to find an use the Operating Statements, how to enable data entry at the page level for your de-centralized end users, and how to make edits to your Development data using a quick and easy pop-up method.

14:08

Budget Development: Monthly Trend Summary Report

We'll take a dedicated look at using the Monthly Trend Summary Reports to view your Budget Development data by Series as well as using the Operating Statement level to add or edit transaction data for your series' by month. This is a great option if your organization or department does monthly Budgeting.

7:00

Budget Transfers: Intro to Budget Transfers

This intro video will show you how to find the Budget Transfer module and how to create an initial Budget Transfer document. We'll cover this from both a centralized and de-centralized perspective and show you the basics to get started, create a transfer and submit it for approval! I'll also give you a quick overview of the Budget and Forecasting Quick Launch Tab.

12:45

Budget Transfers: Approvals

This video will cover the various layers of Budget Transfer approval including local and central budget transfer approval. We'll also show you how to tag your regular approvers as "favourites" so they are quick and easy to find next time!

7:14

Budget Transfers: Import from Excel

This short video will walk end users through how to use the Excel Import option to import your Budget Transfer data using either the Debit/Credit method, or the Monthly Period method.

6:37

Budget Transfers: Using the Status Report

This is an overview to give you an understanding of where to find the Status report and how to use it effectively. This can be used by any number of centralized or de-centralized end users to see a current status of your Budget Transfers in progress or completed.

6:58

Forecasting: In-Year Forecasting

This video will walk us through the concept of In-Year Forecasting. We'll discuss what forecasting is and the various ways to get your In-Year Forecast data into the forecast series we created in the last video. This is a function that can be used either in a centralized or de-centralized workflow and we'll cover how to make edits in-year and where to find the summary reports and how to use them!

13:33

Multi-Year Planning

This video will take a look at a Budgeting concept called Multi-Year Planning and walk though the set-up steps, management and reporting for up to 10 years' worth of future year planning series for your organization.

8:09

General: Understanding your Tabs in FAST

This short video will explain and demonstrate the difference between the Dashboard and Pinned Reports Tabs on your Home Page as opposed to the tabs within each of your FAST Applications. I will show you how to make use of each of these tabs to make your reports and your dashboard items easy to find and access. This video is intended for all users within any of our FAST applications.

Length: 9:00

General: Advanced Options

This short video offers some tips on how to use the Advanced Options to customize your report data! We will take a look at FAST Finance Reporting but you can use these tools across all areas of FAST! We will look at how to hide columns, how to re-arrange columns, how to apply custom column filters and use the Advanced Options Tab on each report.

Total Length: 10:45

General: Adding Column customizations

This video will demonstrate the various ways you can modify and customize the look and feel of any reporting page for your own personal use. We will look at applying column sort orders, applying custom column filters to refine your data and also at how to hide certain columns from your final report. These tools can be applied to any report in any FAST application and are end-user driven; that is, they are not global changes and are solely for the benefit and use of the different end-user needs that employees may have.

Length: 14:30

Virtual Columns: Course 1

Welcome to the wonderful world of Virtual Columns! In FAST 4.3.06+ you can now create virtual columns using existing column data or creating calculated formulas to create brand new information! This first course will take a look at how to create and manage your own Virtual Column by combining the content of two existing report columns!

Length: 14:35

Virtual Columns 2: Creating Calculated Columns

Welcome to the wonderful world of Virtual Columns! Part 2 in our Virtual Column Series will walk you through an introduction to creating calculated virtual columns; that is, columns based on a formula or equation to produce your own custom column in your FAST report!

Length: 10:00

Report Scheduler - Personal Pinned Reports

This video is designed for ALL FAST Users who wish to explore the brand new Report Scheduler functionality introduced in FAST Version 4.3! We are going to cover an intro to the Report Scheduler and show you how to schedule your personal Pinned Reports to be delivered to your inbox at regularly scheduled intervals. It is important to have a solid understanding of how to set up and manage your Pinned Reports before beginning the Report Scheduler.

Length: 13:45

General: Dashboards and Graphing

This course is intended to cover the basic principles of advanced Dashboards and Graphing in any of the FAST reporting applications. Students will learn how to create, manage and organize their own Dashboards and then learn how to create a basic graph from a typical reporting page. To do this, we will cover the Advanced Options and the fundamentals of changing the look and feel of reports to aggregate the data in a different way. We will cover how to build graphs and grids to make available for quick and easy access on the dashboard of your choice.

Length: 38:41