📢 For documentation aligned with the current release, access the main Planful Help.

Setup Steps (in order of sequence)

First: Scenario Setup/Data Trends - setup scenarios and data trends used in MyPlan.

Second: Module/Template Setup - setup modules and template for MyPlan use.

Third: Security Setup - configure security and different types of MyPlan users.

Fourth: MyPlan Configuration Setup - setup MyPlan interfaces for different types of usage.

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