Overview
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Overview

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Article summary

Overview

Because MyPlan is intended for the casual business users and the goal is to keep the configuration simple, there are steps that must be followed prior to configuring the MyPlan Interface. The way you configure the steps (listed below) will directly affect the way users interact with MyPlan. The steps below are in addition to getting your data loaded to Planful. Information on loading data is available in the Loading Data to Planful Admin Guide.


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