Practitioner: Apptio Planning Essentials Learning Plan

Description: 

This comprehensive learning path equips professionals with the knowledge and skills needed to optimize IT financial management using Apptio's Planning tool. This certification focuses on mastering key financial processes, ensuring that IT expenditures align with organizational priorities, and leveraging automation for efficiency.

    • Budgeting and Forecasting: Learn how to effectively manage and automate these processes for greater accuracy and efficiency.
    • Variance Analysis: Gain expertise in identifying and managing financial discrepancies to keep spending on track.
    • Alignment of IT Spend with Business Priorities: Understand how to ensure that financial resources are allocated to the right business initiatives.

Recommended Audience:

  • All clients who use Apptio products, Partners and Internals.

Total Time: 

  • 6 hours, 45 minutes of self-paced content.

Other Recommended Training:

IBM Apptio Learning Plans on Apptio Community:

  • TBM Studio Configuration

Learning Plan:

Getting Started with Apptio Planning - 90 Minutes

This course will guide you through the fundamentals of Apptio's Planning platform, an essential financial and operational planning tool. You'll learn how to access and navigate various features, from dashboards to variance analysis, and develop a deeper understanding of tracking financial and headcount planning. Throughout this module, we'll also cover practical tips and tricks to enhance your efficiency, along with an introduction to critical concepts such as OPEX, CAPEX, labor plans, and variance drivers.

This module is divided into the following sections:

      • Introduction to Planning
      • Accessing Planning
      • Navigation
      • Tips and tricks
      • Glossary
      • Introduction to dashboard
      • Summary Page
      • Variance Analysis
      • Expenses
      • Status
      • Targets
      • Plans

Spend Management - 55 Minutes

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.

This module is divided into the following sections:

      • Spend Management Overview
      • Change History

Configuration - 125 Minutes

This course provides an in-depth guide to customizing the system to match organizational requirements. You'll learn to navigate reference data, work with standard and custom dimensions, and configure line items, permissions, and labor allocation rules. Additionally, you'll be introduced to setting up working calendars and aligning them with your organization’s schedule. This course equips you with the knowledge needed to configure a flexible and accurate system for managing key data and processes efficiently.

This module is divided into the following sections:

      • Reference Data
      • Schemas
      • Custom Lists
      • Ling Item Filters
      • Line Item Code Prefix
      • Cost Object Permission
      • Labor Allocation Rules
      • Calendar Setup
      • Vendors and Contracts

Budget and Forecast Planning - 70 Minutes

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. By the end of the course, you will be well-prepared to manage complex budgeting and forecasting tasks, ensuring the financial success of your organization.

 

This module is divided into the following sections:

      • Introduction to Budget and Forecast Planning
      • Create a Forecast Plan
      • Open and Submit a Plan
      • Update Line Items
      • Finalize a Budget or Forecast
      • Archive, restore, or delete plan

Labor Planning - 60 minutes

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.

 

This module is divided into the following sections:

      • Introduction to Labor Planning
      • Create a Labor Plan
      • Labor Allocation Rules
      • Set Labor headcount targets
      • Monitor Annual Labor
      • Hide Access to Sensitive Data