Setup & Import
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      Creating a Company, Project, and Scenario

      This guide walks you through creating a company, setting up a project, and adding a scenario in PlanGuru. You’ll also learn how to configure your chart of accounts and prepare for forecasting.

       

       

      1️⃣ Creating a Company

      From the Home Page:

      1. In the Select a Scenario window, click the green “Create Company” button at the bottom.

        Company Button

      2. Enter:

        • Company Name

        • Entity Type

        • Geographical Information (Optional)Create-a-Company

      3. Select your Starting Month for the fiscal year.

        ⚠️ Important: This setting is inherited by all projects and scenarios within the company and cannot be changed later.

        • Default is January

        • Adjust to match your fiscal year

      2️⃣ Creating a Project

      Create-a-ProjectAfter creating your Company, you’ll be prompted to create a Project. Choose from three project types:

      Project Type Purpose Common Use
      Budget Sets business goals for the year and creates a baseline for comparison Annual planning
      Forecast Updates budget assumptions and supports scenario planning month-to-month Rolling forecasts
      Strategic Plan Long-term direction with high-level projections Multi-year strategy
       

      💡 Each option has tooltips that explain its purpose and default settings.
      You can select one, a combination, or all three.

      Your selection will:

      • Set the default model structure (projected years, monthly vs. annual breakdown)

      • Generate a default Project Name (you can edit this later)

      • Prompt you to specify organizational structure (Single Entity; Multi-Departmental available in Free Trial via special request)

      • Ask if you use Account Numbers (check the box if yes and define your account mask per the provided legend)

      Account-Numbers

      3️⃣ Adding a Scenario

      Once the project is created:

      1. Enter a Scenario Name (default: Base Case)

      2. Set the Budget Year (first year for projections)

      3. Choose Number of Years to plan (up to 10 years)

      4. Select how many years are broken down by month (up to 3 years; remaining are annual totals)

      5. Define the Forecast Month (first projection month; useful if starting mid-fiscal year)

      6. Select Historical Years to include (default: 3; up to 5) and whether they are monthly or annual

      Add-Scenario

      Example: If your fiscal year starts in January but you start in April, set Forecast Month to April so you can include actuals for Jan–Mar.

      Click Submit to generate your model based on these settings.

      4️⃣ Setting Up Your Chart of Accounts

      Once the model is loaded, set up your chart of accounts:

      Importing Accounts

      Creating Accounts Manually

      1. Right-click → Add Account

        Add-Account

      2. Enter:

        • Account Number (if applicable)

        • Account Description

        • Account Type (e.g., Trade Receivables, Inventory, Other Current Assets)

      3. Choosing an Account Type will display relevant projection methods.

      Method-Selector

      5️⃣ Adding Historical Data

      To manually input historical data:

      1. Open Viewing Options

      2. Check Historical Years

      3. Expand the year and enter numbers in beige cells (beige = editable)

      Historical

      6️⃣ Creating Account Groups

      To organize accounts:

      1. Highlight the accounts

      2. Right-click → Create Group

      3. Assign subaccounts to roll up into their respective parent accounts

      This lets you plan and report at both subaccount and parent account levels.

      Grouping

      7️⃣ Next Steps: Selecting Projection Methods

      Once your chart of accounts is ready: