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Navigating the Excel Add-In
Welcome to DrivepointGetting StartedData IntegrationsWorking in the SmartModel™️Navigating the Excel Add-InUsing the Web-AppFAQHelp
Navigating the Excel Add-In
Welcome to DrivepointGetting StartedData IntegrationsWorking in the SmartModel™️Navigating the Excel Add-InUsing the Web-AppFAQHelp
  • 🏅Best Practices
  • 📚My books are closed - what do I do?
  • ⏬Installing the Drivepoint 2.0 Add-In
  • ☝️Core Functions of the Drivepoint Add-In
    • 📺Intro: Video Walk-Through
    • 🔓Signing In
    • 🏠Home
    • ⬇️Import Data
      • 🗺️Mapping Financial Accounts
    • 📅Model Roll Forward
      • ❓Help! I accidentally rolled forward?!
    • ☁️Sync to Drivepoint
    • ⁉️Scenario Planning ("Create New Plan")
    • 📈Import Plans to Compare in SmartModel™
    • ❓FAQ on the new Add-In
  • 🔐Permissions
    • 🫂Creating and Managing Groups
  • 🗑️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

Quick Links

🔐
🫂Creating and Managing Groups
Start the video at 1:06 if you got here from the Web-App