is it possible to add an element into BOARD for planning or budgeting?
Hello,
i'm quite new to the BOARD solution so i was wondering if it was possible to add a new element into a dimension for planning and evaluating a future impact of it on the Budget.
I would like to add a new Product to my product portfolio and be able to plan a sales budget for it.
Is it possible?
How should i do it?
Thanks in advance,
Answers
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Dear BOARDville Citizen,
There are different methods to add a new element in BOARD. We often refer to these elements as "members" of an entity. You will need the help of a BOARD administrator to complete the task.
1. Create a data reader protocol to populate the entity with new products - either from a flat file or from a database connection (more here: Data Reader basic concepts)
2. Manually add the member from the entities tab (more here: Inserting, editing and deleting entity members)
3. Often for planning/forecasting purposes you may want to provide the ability for the end user to add "one-off" products - you could use a functionality Advanced Transformation Object to provide the user the ability to do this from a pager on the screen (more here: About ATO ). A poweruser in BOARD could complete this step for you.
Hope that helps!
Cheers,
Audrey
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