Business Planning: Basics

  Wednesday, November 18, 2020 - 10:00AM - 3:00PM ET

This session will cover Proposals, Planned Contract conversions, plan maintenance, plan closeout and reports. In addition, you will learn to leverage the new features and functionality in version 6.3, such as defining plan classes for budgets and sandboxes, easier resource loading enhancement, and easier budget/sandbox access assignment.

By participating in this session you will be able to:

  • Describe why to Plan

  • Develop a Resource Plan

  • Understand Direct vs Indirect Planning

  • Plan for various Revenue Methods

  • Run Business Planning Reporting

  • Configure Dashboards




 JAMIS Software 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

JAMIS Contact

Tel: (800) 655-2647

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