is it possible to add an element into BOARD for planning or budgeting?

Previous Member

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,

Previous Member

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