PMX: B&F - Setup and Actions Live Training

This course is designed to familiarize participants with the setup features and basic processes from Budgeting and Forecasting (B&F) in Property Management X.

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About this course

In this session, users will discover the basics to setting up the system to create budget records. In addition, users will learn how to complete various actions related to budgeting in the system.

Areas that will be covered include:

  • Setup
    • Range Groups
    • Scenarios
    • Security Teams
    • And more
  • Actions
    • Creating a budget
    • Approval process
    • Reforecasting
    • And more

Payment and Registration Notes (please read!):

  • The list price for this course is per user or attendee.
  • By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit or debit card.
  • When registering for a live training course online, you must select the specific date on which you want to attend the training. After selecting the date and paying online, you will receive an email message confirming your registration. 
  • You can also be billed via invoice by contacting the MRI Software Education Services team. In your email, please include your organization name, MRI client ID, the student’s name and email address, and the course name and date. Please note that requests for invoices must be received at least three (3) business days before the date of the event you would like to attend.

Budgeting and Forecasting - Setup and Actions Live Training

Event Date Spaces left Actions
Budgeting and Forecasting - Setup and Actions Live Training - 15

Curriculum02:00:00

  • Budgeting and Forecasting - Setup and Actions Live Training 02:00:00
  • Survey

About this course

In this session, users will discover the basics to setting up the system to create budget records. In addition, users will learn how to complete various actions related to budgeting in the system.

Areas that will be covered include:

  • Setup
    • Range Groups
    • Scenarios
    • Security Teams
    • And more
  • Actions
    • Creating a budget
    • Approval process
    • Reforecasting
    • And more

Payment and Registration Notes (please read!):

  • The list price for this course is per user or attendee.
  • By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit or debit card.
  • When registering for a live training course online, you must select the specific date on which you want to attend the training. After selecting the date and paying online, you will receive an email message confirming your registration. 
  • You can also be billed via invoice by contacting the MRI Software Education Services team. In your email, please include your organization name, MRI client ID, the student’s name and email address, and the course name and date. Please note that requests for invoices must be received at least three (3) business days before the date of the event you would like to attend.

Live events

Budgeting and Forecasting - Setup and Actions Live Training

Event Date Spaces left Actions
Budgeting and Forecasting - Setup and Actions Live Training - 15

Curriculum02:00:00

  • Budgeting and Forecasting - Setup and Actions Live Training 02:00:00
  • Survey