Embridge Training

Training Courses

Budgeting and Forecasting for Unit4 ERP

Budgeting and Forecasting for Unit4 ERP

Duration: 1 Day

Budgeting & Forecasting – Advanced course and extension to Planner Intro with more hands-on and exercises to include setting up timeframes, period links, versions, comparisons, entering planner transactions, fixed registers setup, forecasting setup, budgets and balance tables setup and updating, import transactions, using Excelerator, and planner workflow overview and usage. 

All courses are delivered virtually. On site training is available on request.

Please read our Cancellation policy and booking terms and conditions before checkout.


  • Chapter 1
    Planner Overview
  • Chapter 2
    Planner Process
  • Chapter 3
    Setting up Planner
  • Chapter 4
    Setting up Balance Tables and Reporting
  • Chapter 5
    Setting up Forecasting
  • Chapter 6
    Planner Workflow


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

The training was exceptional and learned so much in a space of 7 hours. The trainer was amazing overall and the pace of the training was relevantly easy to follow.

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