CCH Tagetik: Budgeting and Planning Training Course


2 days (14 CPE credits)


Implementation consultants, developers, system administrators 

Course Summary

By the end of this course you will be able follow the full budgeting process from loading data to customization of specific calculation logics through the implementation of advanced calculations.

How Can I Take this Course? 

You can search for scheduled course dates for your time zone, start training immediately with our self-paced 'On Demand' subscription or you can request a private class for your team:


Learning Objectives

By the end of this course learners will be able to:

  • Identify how to the budgeting process is setup
  • Summarize the advanced reporting tools use to query, process and spread data
  • Explain how the asset deprecation tool is used within Tagetik
  • Recall the closing and allocation process and how allocation rules are executed
  • Implement standard calculations
  • Generate forecast models which incorporate rolling forecasts, snapshot scenarios and monthly splitting

Course Description

This two-day course provides attendees with hands-on experience of the planning and budgeting process and how it is setup. Learn all the necessary skills to create advanced and powerful Excel forms for to enter and review data, including the query management, data processing management, and spreading and break back.

Explore the closing and allocation process to find out about rules structure, how to set an execution plan and the specific reporting tool for the closing and allocation process. This course also shows how to implement the profitability model which leverages the CCH® Tagetik built-in allocation engine.

Find out about calculation logic to review standard calculations and implement more advanced calculations using the MDX-like scripting language (TGKML). Explore other functionality to setup forecast models, rolling forecast, snapshot scenarios and monthly splitting.

Scheduled Course Dates

There are currently no scheduled courses. Please use the link below to request a private closed class for your team.

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Course title: CCH Tagetik: Budgeting and Planning

Duration: 2 days

Audience: System administrators, developers and implementation consultants

Pre-requisites: None

Delivery method: Group Live and Group Internet-Based

Advanced preparation: None

Recommended CPE credits: 14 credits - computer software and applications

Programme level: Intermediate

Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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