Apptio Certified Practitioner: Planning Standard

Planning essentials
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This advanced learning plan extends knowledge into specialized financial management areas, with a focus on automation and integrated investment planning.

  • Master budgeting and forecasting processes to streamline IT financial management.
  • Conduct variance analysis to control and adjust financial performance.
  • Leverage Apptio Planning to automate these processes for improved accuracy.
  • Align IT spending with business priorities to optimize resources.
  • Make data-driven decisions to support organizational goals.

Apptio Planning: Standard offers

  • 6 Courses
  • 36 Self-paced videos
  • 7 hours and 45 minutes of easy and consumable content
  • A professional certificate and badges that hold industry relevance

Available with the purchase of an All-Access Education Pass (AAEP). AAEP also includes access to ApptioOne, Cloudability and Tagetprocess certifications.

Learning Plan Overview

Getting Started with Apptio Planning Icon
Getting Started with Apptio Planning

This course offers a concise introduction to Apptio's Planning platform, focusing on essential financial and operational planning tools. Practical tips will enhance your efficiency, equipping you with the foundational skills to optimize financial processes using Apptio.

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Spend Management

This course provides a comprehensive overview of managing organizational expenditures using a structured platform. You will learn how to navigate key features, handle transactions, differentiate between operational (OPEX) and capital (CAPEX) expenditures, and track changes in financial data. By the end of the course, you'll be equipped to efficiently manage spending, ensure accurate financial tracking, and maintain transparency through the use of event logs and change history features.

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Configuration

This course offers a comprehensive guide to customizing the Apptio system to meet organizational needs. You will learn to navigate reference data, manage standard and custom dimensions, configure line items, permissions, and labor allocation rules, and set up working calendars aligned with your organization's schedule. Additionally, the course covers managing vendors and contracts.

Budget and Forecast Planning Icon
Budget and Forecast Planning

This course offers a detailed guide to managing organizational budgets and financial forecasts. You will learn how to create, manage, and finalize plans and forecasts while setting financial targets and planning for multiple years. This course also covers importing actuals, comparing plan versions, reviewing and approving plans, and archiving or restoring plans.

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Labor Planning

This course provides a comprehensive overview of managing labor within your organization. You will learn how to create labor plans, set headcount targets, and allocate labor across departments while planning for compensation adjustments. The course also covers best practices for handling compensation rates, analyzing labor headcount, and ensuring data privacy by restricting access to sensitive salary information.

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Integrated Investment Planning

The Integrated Investment Planning (IIP) course provides an in-depth guide to managing project and investment resources. You will learn how to allocate labor, whether based on hours or FTE, and balance demand with capacity. The course also covers planning for non-labor expenses within projects. By the end of the course, you will be well-equipped to handle the complexities of integrated investment planning, ensuring that both labor and non-labor resources are optimally managed.

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Final Assessment

The final assessment for ACP Apptio Planning: Standard will evaluate your understanding and application of key concepts covered throughout the modules. It will include a combination of multiple-choice questions, practical exercises, and scenario-based tasks that reflect real-world situations related to budget and financial planning, labor management, and administrative responsibilities.