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Confirm Tips and Tricks

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Robyn Dilnot and Raston Nga from Pitney Bowes present Tips & Tricks for the Confirm Solution at the Confirm Forum 2014 in Melbourne, Australia.

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Confirm Tips and Tricks

  1. 1. Confirm Forum 2014 Tips and Tricks Robyn Dilnot – Senior Confirm Consultant Raston Nga – Confirm Consultant
  2. 2. Terminology and Renaming Folders
  3. 3. Confirm Forum 2014 3 Terminology and Renaming Folders
  4. 4. Discrepancy Queries and Validation Queries
  5. 5. Confirm Forum 2014 5 Discrepancy and Validation  Asset Register (Feature Group Discrepancy)  Job (Job Status Validation)  Payment (Payment request Checking  Demo
  6. 6. Linking Data Sources
  7. 7. Confirm Forum 2014 7 Linking Data Sources  How to make a Data Source appear on the list?
  8. 8. Report Template Design Is that Line a Line?
  9. 9. Confirm Forum 2014 9 Drawing Lines Goes here  Demo
  10. 10. Classic Dashboard Anyone?
  11. 11. Confirm Forum 2014 11 Classic Dashboard Users can switch between the Newlook Dashboard and the Classic Dashboard  Dashboard User Settings • Show Classic Dashboard Demo!
  12. 12. Projecting Budgets Money Money Money Money
  13. 13. Confirm Forum 2014 13 Projecting Budgets  Start with budgets that are empty for the financial year  Run Calculate Routine Budgets  Run Annual Budget Analysis for Non-Routine Work  Run Profile Budgets to automatically ‘chop up’ the Budget  Demo  Ta Daaaaaa
  14. 14. Features by Measurement: I want what I want on that report!
  15. 15. Confirm Forum 2014 15 Features by Measurement  What is the best way to produce Features by Measurement for all assets from an Area minus certain Areas within it?
  16. 16. Questions?

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