Planit:Modelling Assumptions Results

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Learn by Watching!

There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics. In this Video you will Learn... How can I view and interpret the results of a life goals process flow? • Sneak peek of results from Modelling Assumptions screen • Reading the graph • Shortfall or surplus Keep on Track! Continue training on... Integrated Planning Life Planning Modelling Assumptions Screen Getting Started Other Related Topics A Comparison of Results Review Process Introduction to the Modelling Assumptions Screen Tactical Implementation - Savings Introduction to the Results Screen Auto Model Process

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

Learn by Reading!

Tired of having to run a document to find out the results of a Life Goals analysis? Well the “Results” tab is a great new feature which providing you the ability to view results right after completing your modeling by going to the results tab. When you come to the results tab you can choose the scenario you wish to calculate by choosing the radio button then hitting “Calculate Scenario”. The system will then calculate your scenario and this can take a few moments. While it is calculating, you will see a progress bar. When it has completed you are presented with a "Graph" of the scenario you ran and life goal summary of the scenario.

You also have the option to view the "Audit" spreadsheet right their on the screen, prior versions you had to go to the "Working Documents" and run the spreadsheets now after calculating your scenario they run for you.