ProfitPlannerIII UserGuide en

ProfitPlannerIII User Guide
ProfitPlannerIII
User Guide
Prepared by:
apd business management ltd
Parsonage Road
Swindon
SN3 4RN
United Kingdom
January 2014
Last updated: 23/05/2014
Version: 1.0
Contents
1
Installing ProfitPlanner ......................................................................................................................3

1.1
iCIS Users ......................................................................................................................................3
1.1.1
Getting to the Registration Form ........................................................................................3
1.1.2
Registering and downloading .............................................................................................3
1.1.3
Completing the installation .................................................................................................3
1.2
Non iCIS Users ..............................................................................................................................6
1.2.1
Getting to the Registration Form ........................................................................................6
1.2.2
Registering and downloading .............................................................................................7
1.2.3
Completing the installation .................................................................................................7
Plan Details ........................................................................................................................................9

2.1
Sending plans to other people .....................................................................................................9

The Input Screen .............................................................................................................................11
3.1
Input Shortcuts Buttons .............................................................................................................11
3.2
The Seasonalisation Manager ....................................................................................................12
3.3
Function Buttons ........................................................................................................................12
Printing ............................................................................................................................................13
File Menu.........................................................................................................................................14
Edit Menu ........................................................................................................................................15
Tools Menu......................................................................................................................................16
Help Menu .......................................................................................................................................17
Importing Rolling 12 Month Composite Data .................................................................................18
10
ProfitPlanner Support .....................................................................................................................19
Version: 1.0
Installing ProfitPlanner
iCIS Users
1.1
1.1.1
Getting to the Registration Form
ProfitPlanner III is downloaded from the website www.apd-downloads.com. iCIS users will be taken to this
site directly from a menu item within the iCIS website, and logged in automatically.
iCIS users will be informed, usually by email, when they are able to download ProfitPlanner
Log onto the iCIS website, and click Proceed
From the Extras menu, select Download PPIII Application
This will take you to the Registration Form
1.1.2
Registering and downloading
Ensure that all the fields on the Registration Form are filled in correctly, and that you use an
email address to which you have access.
Click on the Download PP III button
This will download a file to your PC; save the file to your desktop, or another convenient location
When the download has finished, ensure to Run or Open the file with Administrator privileges (if
you do not know how to do this, discuss it with your IT department)
If you are an iCIS user, at this point an email will be sent to the address you entered on the
Registration Form. This email contains your Login ID and Password for PPIII updates, and you will
need these to complete the installation.
1.1.3
Completing the installation
Version: 1.0
When you see this screen click Close
On this screen click Finish, then wait several seconds while the application initialises
Enter the Login ID and Password that you received via email, click Login, and the application will
download the OEM module, which contains the layout and calculations for your plan.
Version: 1.0
At this stage, you may need to arrange for your firewall to allow web access for the application. Once you
have done this, click Login again.
Once the OEM is installed and you see this screen, click OK
The application should now open the page for entering the details of a new business plan. The installation
is complete and the application is ready to use.
Version: 1.0
Non iCIS Users
1.2
1.2.1
Getting to the Registration Form
ProfitPlanner III is downloaded from the website www.apd-downloads.com.
Non-iCIS users will receive an email advising them of their Login ID and Password. This will be
needed twice during the installation process.
Go to the apd download website www.apd-downloads.com
Select the User Type: Dealer

Select Language
Enter the Username (Login ID) and Password, and you will be taken to the Registration Form
Version: 1.0
1.2.2
Registering and downloading
Ensure that all the fields on the Registration Form are filled in correctly, and that you use an
email address to which you have access.
Click on the Download PP III button
This will download a file to your PC; save the file to your desktop, or another convenient location.
When the download has finished, ensure to Run or Open the file with Administrator privileges (if
you do not know how to do this, discuss it with your IT department).
1.2.3
Completing the installation
When you see this screen click Close
Version: 1.0
On this screen click Finish, then wait several seconds while the application initialises
Enter the Login ID and Password that you received via email, click Login, and the application will
download the OEM module, which contains the layout and calculations for your plan.
At this stage, you may need to arrange for your firewall to allow web access for the application. Once you
have done this, click Login again.
Once the OEM is installed and you see this screen, click OK
The application should now open the page for entering the details of a new business plan. The installation
is complete and the application is ready to use.
Version: 1.0
Plan Details
Unless you have more than one OEM module loaded, you will see the Plan Details Page
Enter information about the plan, completing all mandatory fields, and then select either Monthly or
Annual plan to begin creating a plan. The input screen will then appear.
Please note: If you are an iCIS User, please enter your iCIS User Id (BM Code) into the Dealer number line
(Dealer No)
All plans are, by default, saved to this location:
2.1
Sending plans to other people
Version: 1.0
If you browse to the default location, or wherever you have chosen to save the files, you will see the files
of the plans that you have created. These files have a .pp3 suffix, and the filename is the Plan Name that
you have chosen. So if you have created a plan called My Budget, you will see a file named My
Budget.pp3
If you want to send this plan to someone else, you can simply attach the .pp3 file to an email, or copy it
onto a memory stick. When they get the file, they can open it using ProfitPlanner, with the Open Plan
menu item, in the File menu.
Version: 1.0
The Input Screen
All of the buttons on the main menu bar have a description of their function when hovered
over:
All white fields have free input.

All yellow fields are calculated cells which may be overwritten, with the option to restore the original
calculated amount by using the F6 button on the menu bar. Then the fields will turn pink.
All grey cells are calculated cells with no entry permitted.
3.1
Input Shortcuts Buttons
These can be used (if the function is available) to place entries from the Input Field across all
the other fields in that row.
This will open up the seasonalisation table which enables the entry in the Input
Field to be seasonalised across the 12 months on a monthly plan (Function not available in the Annual
plan)
This will put an entry in each field equal to the entry in the Input Field
This will divide the entry in the Input Field equally across the 12 months on a Monthly plan
(Function not available in the Annual plan).
Version: 1.0
3.2
The Seasonalisation Manager
Different seasonalisations can be set, saved, edited and used throughout the Monthly plan.
3.3
Function Buttons
This function is for the addition of a row note. Ensure the cursor is in the Input Field of the row
where the row note is to apply.
This function is for the addition of department notes
This function is for the addition of notes that apply to the whole plan
Where the value in a yellow cell has been overwritten, this restores the calculated value to the cell
Version: 1.0
Printing
Select the Print
icon on the main menu bar and the print dialogue box will be displayed.
Complete all mandatory fields marked with a *.

Font colour is set by default to black.
When departments are selected or deselected in the lower left box, they will be added to or removed
from the lower right box, which shows which departments will be printed, and in what order. The order of
departments in the lower right box can be amended by selecting departments, then moving them by
clicking on either of the arrows next to the box.
Version: 1.0
File Menu
Various menu functions will not always be available, depending on the OEM in use.
Select Module: Used to Select the OEM if multiple OEMs are loaded
New Plan: Opens up a new plan
Open Plan: Opens a previously saved plan
Recent Plans: Shows list of recently used plans
Save: Saves the plan being worked on
Save As: Saves the current plan with a new filename, in a selected location
Save as PDF: Saves the plan as a PDF file
Export: Exports the plan to a csv file
Print: Opens up the print dialogue box
Create Annual Plan From Month Plan: Allows creation of annual plan from monthly plan data.
Import Month Plan to Annual: Allows import of data from monthly plan to annual plan
Create Month Plan From Annual: Allows monthly plan to be created from an annual plan.
Create Consolidation: Allows consolidation of multiple monthly plans or of multiple annual plans
Plan Details: Lists all the set up details of the current plan
Backup: Backs up the current plan
Install OEM Module: Used to install the OEM module if manual installation is needed.
Exit: Shuts down the application.
Version: 1.0
Edit Menu
Change Font Size: Select from small, medium and large font, to vary the appearance of the plan
on screen
Change Number Format: Set which characters are used to separate thousands, and also decimals,
when displaying numbers
Change Language: Where several languages are available, the language to use is selected here
Preferences: Change the location where the plan backups are located
Version: 1.0
Tools Menu
Import Composite Data: Where composite data is available this will allow the import of
composite data, to appear in a separate window within the plan. Please see section 9 for further
information.
Validate Plan: Where Benchmarks are in place this will show the actual result versus the
benchmark
Chart Manager: Every line in the plan can be shown as a chart and added to the chart manager.
The Chart manager allows the colour of charts to be controlled, and charts that are no longer
wanted can be removed
Report Setup: Sets up the details that will appear on the printed version of the plan
Refresh All Calculations: Every calculated cell in the plan will be recalculated
Benchmark: Where benchmarks are in place this allows the user to select the benchmark that is
to be compared with the values in the plan
Show Composite Data: Where composite data has been imported this enables the data to be
displayed in a separate window on the plan input screen
Update OEM Module: Checks whether an updated OEM Module is available, and if so, downloads
and installs it
Version: 1.0
Help Menu
Show Help: Gives access to this guide
Video Tutorials: Used to access on-line Tutorials for PPIII
PPIII Website: Used to access the PPIII website (www.apd-downloads.com) when additional
features are available to download
Check for Updates: Checks for updates to the PPIII application
About: Provides information, including version numbers, for the PPIII application and the module
that is loaded.
Version: 1.0
Importing Rolling 12 Month Composite Data
If you are using ProfitPlanner in conjunction with the iCIS composite system from apd, then you may have
the ability to import your composite data into your Monthly business plan:
Log in to the iCIS system and go to Reporting select Composite Report Download and then under
Dealer reports on the right-hand side check the box ProfitPlanner Import in the drop-down list
Save the file to a location of your choice and then unzip the file to show the CSV file. Please do
not open or modify the CSV as this may result in the file becoming unusable.
With ProfitPlanner Open click Tools click Import Composite Data
Click on Browse and navigate to where the ProfitPlanner Import file was saved
Select the file, click Open and then click Import
A window will open in ProfitPlanner and you will be able to view the rolling twelve months composite
information for your dealership together with a selection of national averages
A number of the cells in the Composite Window can be double clicked and the value will be
transferred to the input column of ProfitPlanner. This can then be used to populate fields within the
row.
Version: 1.0
10 ProfitPlanner Support
For troubleshooting and support questions, please refer to: profitplannersupport@apd-bm.com
Version: 1.0

ProfitPlannerIII UserGuide en

Transféré par

Informations du document

Titre original

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

ProfitPlannerIII UserGuide en

Transféré par

Droits d'auteur :

Formats disponibles

ProfitPlannerIII User Guide

Last updated: 23/05/2014