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Quick Start Guides

Complete the most common Planworth workflows with concise, step-by-step guidance.

5 articles
Complete a client EvaluationEnter the client's financial facts in the Evaluation so you can build a Financial Insights scenario.
Build your first scenarioOpen Financial Insights, complete the setup wizard, and launch your first scenario for a client.
Quick start: generate your first report (PDF)Generate a PDF leave-behind from Financial Insights with Print Report.
Quick start: set up your account, branding and defaultsReview your profile, branding, planning defaults, and report settings before creating new scenarios.
Create your first planAdd a client, enter enough Evaluation data, and launch a Financial Insights scenario end to end.
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