Apptio Certified Practitioner: ApptioOne IT Planning

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This is the 3rd and final course in a series of 3 certification courses that aims to build your proficiency in ApptioOne. This course discusses the basic administrative tasks such as creating a budget or a forecast plan, updating reference data, configuring variance drivers, etc., among others. It then proceeds to demonstrate the functions and best practices that are useful to specific user roles - the budget process owner and the cost center owner.

Instructor-Led Courses (Virtual)

The IT Planning Process
(3 Hours)

Take a tour through the entire IT Planning workflow. You will learn how you can use Cost Transparency Reports to identify where you are overbudget, and IT Planning to make adjustments toyour forecast throughout the year as your actuals come in.

The ACP Learning Plan includes over 6 hours of training content and 1 live instructor-led courses.

Available with purchase of an All AccessEducation Pass (AAEP). AAEP also includes access to Cloudability and Targetprocess certifications.

Learning Plan Overview

Introduction Icon
  • Introduction to IT Planning
  • Capabilities
  • Roles
  • Workflows
  • Navigation
Introduction Icon
Administrator Tasks
  • Create Budgets & Forecasts
  • Update Reference Data
  • Configure Variance Drivers
  • Edit the Company Profile
  • Restrict Access to Labor Salary Details
Introduction Icon
Budget Owner Tasks
  • Create Budgets & Forecasts
  • Open a Plan
  • Import & Publish Actuals
  • Adjust Baseline Values
  • View, Return, Approve, & Finalize Plans
  • Archive, Restore, or Delete Plans
Introduction Icon
Cost Center Owner Tasks
  • Enter Financial Details
  • Manage the Expense View
  • Enter Line Item Data
  • Modify Tables
  • Submit a Plan
  • View Comments