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Navigating the Excel Add-In
Navigating the Excel Add-In
  • πŸ…Best Practices
  • πŸ“šMy books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • πŸ“ΊIntro: Video Walk-Through
    • πŸ”“Signing In
    • 🏠Home
    • ⬇️Import Data
      • πŸ—ΊοΈMapping Financial Accounts
    • πŸ“…Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • πŸ“ˆImport Plans to Compare in SmartModelβ„’
    • ❓FAQ on the new Add-In
  • πŸ”Permissions
    • πŸ«‚Creating and Managing Groups
  • πŸ—‘οΈRemoving the old Add-In "Drivepoint Legacy"
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Permissions

Drivepoint handles permissions for all plans and the live model via Sharepoint.

PreviousFAQ on the new Add-InNextCreating and Managing Groups

Last updated 2 months ago

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πŸ«‚Creating and Managing Groups
Start the video at 1:06 if you got here from the Web-App