Using the Financial Planning Interactive User Guide

The FP Interactive User Guide helps Axiom Financial Planning administrators develop their financial plans by guiding them through the process.

This utility analyzes your Axiom Financial Planning system (files groups, drivers, dimensions, scenarios, nodes, etc.) and determines what needs to be updated, and then displays a list of suggested items on the right.

Review the analysis on the right side of the utility (under Axiom Guidance), and then see the items listed on the left. The utility also provides links to assets used in each part of the process and links to related help topics. The list on the left does not change, but the items under Axiom Guidance update based on where you are in the process.

You can use this utility at any point in the plan development process because it performs a new analysis each time you open it.

To use the interactive user guide:

  1. In the Fin Plan Admin task pane, in the Interactive User Guide section, double-click FP Interactive User Guide.
  2. On the right side of the page in the System Setup section, review the information.
  3. In the Axiom Guidance section, review the first suggested item. The instructions “Navigate to...” tell you what section on the left corresponds to the item. On the left side of the page, expand the corresponding section. Use the links to open the tools needed to complete the item. If you need additional help, click the link to the related help topic.

  4. When finished with the first item, continue to the next one listed in the Axiom Guidance section.

    TIP: After completing any of the items, you can stop, close the utility, and return later. When you reopen the utility, the list updates to reflect any work you have already done. To get an updated list at any time while working through the utility, close and reopen the utility.