Session ID: 112170

Abstract: Configuring and managing finances with Instantis can be a time consuming and daunting task unless you understand how things work under the covers. This session will show you how to architect solutions for top-down and bottom-up finance management and then take you through a guided tour of using these solutions with the current version of Instantis to accomplish specific business goals. We will then provide a questions and answers session to address to your Instantis finance configuration and usage questions.

Objective 1: Introduce top-down and bottom-up finances and the key components of the Instantis finance solution.

Objective 2: Provide best practice recommendations for creating and managing an Instantis finance solution.

Objective 3: Show resource/role rates, allocations, assignments with planned and actual effort.

Audience: Technical/Functional