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Last Updated: Jun 30, 2026
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1. Why do companies use the Process Tracker?
A) To provide direct links to dashboards
B) To attach supporting documentation to individual planning sheets
C) To send email reminders about overdue tasks
D) To create tasks, instructions, due dates, and notifications for budget owners
2. How do you set up a task so that it is associated with a particular version and level?
A) Create a Level workflow task.
B) Assign the task to a user.
C) Create a Sheet workflow task.
D) Create a Standard task.
3. You are the administrator for Adaptive Planning and need to create a permission set for a new group of users who will be responsible for entering budget data into the system. These budgeters should be able to: Add values to existing plan estimates. View reports and dashboards to understand the budgeting context. What permission set template would you use as the basis of a new permission set to achieve this functionality?
A) Contributor
B) View Only
C) Power User
D) Implementor
4. You need to structure a model to support both planning and reporting of expenses by project, while classifying each project by its funding source. How do you structure the model to meet these requirements?
A) Create a new dimension for Project and an attribute for Funding Source, then apply the dimension and attribute to relevant expense accounts or sheets.
B) Use calculated accounts on a standard sheet to derive expenses by project and funding source.
C) Restructure the level hierarchy to include each project as a child level under the relevant department to track expenses by project.
D) Create new accounts in the chart of accounts for each project and funding source combination to track expenses.
5. Your Adaptive Planning instance uses the default time stratum. You are creating a monthly formula that should be an average of the quarter from one year ago. How do you write the formula?
A) divf(ACCT.Example[time=this.qtr-4], 3)
B) divf(ACCT.Example[time=this-12:this-9], 3)
C) divf(ACCT.Example[time=this.qtr, this.year-1], 3)
D) divf(ACCT.Example[time=this.year-1], 3)
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: A |
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