v2:onboarding_setup

Onboarding Steps

  1. Logon to epicor.performancecanvas.com
  2. Your first report on the web
  3. Add users
  4. Setup organizational workflow
  5. Make your first budget entry in web sheet
  6. Sending for approval (workflow)
  7. Modify hierarchy for GL department by adding a new grouping
  8. Deploy
  9. Download and install of Excel client
  10. Switch user view
  11. Viewing your first report in Excel
  12. Creating your first report from scratch in Excel
  13. Q&A
  • v2/onboarding_setup.txt
  • Last modified: 2020/10/01 13:37
  • by pcevli