ProfitPlannerIII UserGuide En

8/10/2019 ProfitPlannerIII UserGuide En

1/19

ProfitPlannerIII User Guide

Last updated: 23/05/2014 Version: 1.0

ProfitPlannerIII

User Guide

Prepared by:

apd business management ltd

Parsonage Road

Swindon

SN3 4RN

United Kingdom

January 2014


2/19



Contents

1 Installing ProfitPlanner ......................................................................................................................3

1.1 iCIS Users ......................................................................................................................................3

1.1.1 Getting to the Registration Form ........................................................................................3

1.1.2 Registering and downloading .............................................................................................3

1.1.3 Completing the installation .................................................................................................3

1.2 Non iCIS Users ..............................................................................................................................6

1.2.1 Getting to the Registration Form ........................................................................................6

1.2.2 Registering and downloading .............................................................................................7

1.2.3 Completing the installation .................................................................................................7

2 Plan Details ........................................................................................................................................9

2.1 Sending plans to other people .....................................................................................................9

3 The Input Screen .............................................................................................................................11

3.1 Input Shortcuts Buttons .............................................................................................................11

3.2 The Seasonalisation Manager ....................................................................................................12

3.3 Function Buttons ........................................................................................................................12

4 Printing ............................................................................................................................................13

5 File Menu.........................................................................................................................................14

6 Edit Menu ........................................................................................................................................15

7 Tools Menu ......................................................................................................................................16

8 Help Menu .......................................................................................................................................17

9 Importing Rolling 12 Month Composite Data .................................................................................18

10 ProfitPlanner Support .....................................................................................................................19


3/19



1 Installing ProfitPlanner

1.1 iCIS Users

1.1.1 Getting to the Registration Form

ProfitPlanner III is downloaded from the websitewww.apd-downloads.com.iCIS users will be taken to this

site directly from a menu item within the iCIS website, and logged in automatically.

iCIS users will be informed, usually by email, when they are able to download ProfitPlanner

Log onto the iCIS website, and click Proceed

From the Extrasmenu, select Download PPIII Application

This will take you to the Registration Form

1.1.2

Registering and downloading

Ensure that all the fields on the Registration Form are filled in correctly, and that you use an

email address to which you have access.

Click on the Download PP IIIbutton

This will download a file to your PC; save the file to your desktop, or another convenient location

When the download has finished, ensure to Runor Openthe file with Administrator privileges (ifyou do not know how to do this, discuss it with your IT department)

If you are an iCIS user, at this point an email will be sent to the address you entered on the

Registration Form. This email contains your Login IDand Passwordfor PPIII updates, and you will

need these to complete the installation.

1.1.3 Completing the installation
http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/


4/19



When you see this screen click Close

On this screen click Finish, then wait several seconds while the application initialises

Enter the Login ID and Password that you received via email, click Login, and the application will

download the OEM module, which contains the layout and calculations for your plan.


5/19



At this stage, you may need to arrange for your firewall to allow web access for the application. Once you

have done this, click Loginagain.

Once the OEM is installed and you see this screen, click OK

The application should now open the page for entering the details of a new business plan. The installation

is complete and the application is ready to use.


6/19



1.2 Non iCIS Users

1.2.1 Getting to the Registration Form

ProfitPlanner III is downloaded from the websitewww.apd-downloads.com.

Non-iCIS users will receive an email advising them of their Login IDand Password. This will be

needed twice during the installation process.

Go to the apd download websitewww.apd-downloads.com

Select the User Type: Dealer

Select Language

Enter the Username(Login ID) and Password, and you will be taken to the Registration Form
http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/http://www.apd-downloads.com/


7/19



1.2.2 Registering and downloading

Ensure that all the fields on the Registration Form are filled in correctly, and that you use an

email address to which you have access.

Click on the Download PP IIIbutton

This will download a file to your PC; save the file to your desktop, or another convenient location.

When the download has finished, ensure to Runor Openthe file with Administrator privileges (if

you do not know how to do this, discuss it with your IT department).

1.2.3 Completing the installation

When you see this screen click Close


8/19



On this screen click Finish, then wait several seconds while the application initialises

Enter the Login ID and Password that you received via email, click Login, and the application will

download the OEM module, which contains the layout and calculations for your plan.

At this stage, you may need to arrange for your firewall to allow web access for the application. Once you

have done this, click Loginagain.

Once the OEM is installed and you see this screen, click OK

The application should now open the page for entering the details of a new business plan. The installation

is complete and the application is ready to use.


9/19



2 Plan Details

Unless you have more than one OEM module loaded, you will see the Plan Details Page

Enter information about the plan, completing all mandatory fields, and then select either Monthly or

Annualplan to begin creating a plan. The input screen will then appear.

Please note:If you are an iCIS User, please enter your iCIS User Id (BM Code) into the Dealer number line

(Dealer No)

All plans are, by default, saved to this location:

2.1 Sending plans to other people


10/19



If you browse to the default location, or wherever you have chosen to save the files, you will see the files

of the plans that you have created. These files have a .pp3 suffix, and the filename is the Plan Name that

you have chosen. So if you have created a plan called My Budget, you will see a file named My

Budget.pp3

If you want to send this plan to someone else, you can simply attach the .pp3 file to an email, or copy it

onto a memory stick. When they get the file, they can open it using ProfitPlanner, with the Open Plan

menu item, in the File menu.


11/19



3 The Input Screen

All of the buttons on the main menu bar have a description of their function when hovered

over:

All whitefields have free input.

All yellowfields are calculated cells which may be overwritten, with the option to restore the original

calculated amount by using the F6 button on the menu bar. Then the fields will turn pink.

All greycells are calculated cells with no entry permitted.

3.1 Input Shortcuts Buttons

These can be used (if the function is available) to place entries from the Input Field acrossall

the other fields in that row.

This will open up the seasonalisation table which enables the entry in the Input

Field to be seasonalised across the 12 months on a monthly plan (Function not available in the Annual

plan)

This will put an entry in each field equal to the entry in the Input Field

This will divide the entry in the Input Field equally across the 12 months on a Monthlyplan

(Function not available in theAnnualplan).


12/19



3.2 The Seasonalisation Manager

Different seasonalisations can be set, saved, edited and used throughout the Monthlyplan.

3.3 Function Buttons

This function is for the addition of a row note. Ensure the cursor is in the Input Field of the row

where the row note is to apply.

This function is for the addition of departmentnotes

This function is for the addition of notesthat apply to the whole plan

Where the value in a yellow cell has been overwritten, this restores the calculated value to the cell


13/19



4 Printing

Select the Print icon on the main menu bar and the print dialogue box will be displayed.

Complete all mandatory fields marked with a *.

Font colour is set by default to black.

When departments are selected or deselected in the lower left box, they will be added to or removed

from the lower right box, which shows which departments will be printed, and in what order. The order of

departments in the lower right box can be amended by selecting departments, then moving them by

clicking on either of the arrows next to the box.


14/19



5 File Menu

Various menu functions will not always be available, depending on the OEM in use.

Select Module: Used to Select the OEM if multiple OEMs are loaded

New Plan: Opens up a new plan

Open Plan: Opens a previously saved plan

Recent Plans: Shows list of recently used plans

Save: Saves the plan being worked on

Save As: Saves the current plan with a new filename, in a selected location

Save as PDF: Saves the plan as a PDF file

Export: Exports the plan to a csv file

Print: Opens up the print dialogue box

Create Annual Plan From Month Plan: Allows creation of annual plan from monthly plan data.

Import Month Plan to Annual: Allows import of data from monthly plan to annual plan

Create Month Plan From Annual: Allows monthly plan to be created from an annual plan.

Create Consolidation: Allows consolidation of multiple monthly plans or of multiple annual plans

Plan Details: Lists all the set up details of the current plan

Backup: Backs up the current plan

Install OEM Module: Used to install the OEM module if manual installation is needed.

Exit: Shuts down the application.


15/19



6 Edit Menu

Change Font Size: Select from small, medium and large font, to vary the appearance of the plan

on screen

Change Number Format: Set which characters are used to separate thousands, and also decimals,

when displaying numbers

Change Language: Where several languages are available, the language to use is selected here

Preferences: Change the location where the plan backups are located


16/19



7 Tools Menu


Import Composite Data: Where composite data is available this will allow the import of

composite data, to appear in a separate window within the plan. Please see section 9 for further

information.

Validate Plan: Where Benchmarks are in place this will show the actual result versus the

benchmark

Chart Manager: Every line in the plan can be shown as a chart and added to the chart manager.

The Chart manager allows the colour of charts to be controlled, and charts that are no longer

wanted can be removed

Report Setup: Sets up the details that will appear on the printed version of the plan

Refresh All Calculations: Every calculated cell in the plan will be recalculated

Benchmark: Where benchmarks are in place this allows the user to select the benchmark that is

to be compared with the values in the plan

Show Composite Data: Where composite data has been imported this enables the data to be

displayed in a separate window on the plan input screen

Update OEM Module: Checks whether an updated OEM Module is available, and if so, downloads

and installs it


17/19



8 Help Menu


Show Help: Gives access to this guide

Video Tutorials: Used to access on-line Tutorials for PPIII

PPIII Website: Used to access the PPIII website (www.apd-downloads.com) when additional

features are available to download

Check for Updates: Checks for updates to the PPIII application

About: Provides information, including version numbers, for the PPIII application and the module

that is loaded.


18/19



9 Importing Rolling 12 Month Composite Data

If you are using ProfitPlanner in conjunction with the iCIS composite system from apd, then you may have

the ability to import your composite data into your Monthlybusiness plan:

Log in to the iCIS system and go to Reportingselect Composite Report Downloadand then under

Dealer reports on the right-hand side check the box ProfitPlanner Import in the drop-down list

Save the file to a location of your choice and then unzip the file to show the CSV file. Please do

not open or modify the CSV as this may result in the file becoming unusable.

With ProfitPlanner Open click Toolsclick Import Composite Data

Click on Browseand navigate to where the ProfitPlanner Import file was saved

Select the file, click Openand then click Import

A window will open in ProfitPlanner and you will be able to view the rolling twelve months composite

information for your dealership together with a selection of national averages

A number of the cells in the Composite Window can be double clicked and the value will be

transferred to the input column of ProfitPlanner. This can then be used to populate fields within the

row.


19/19


L d d 23/05/2014 V i 1 0

10 ProfitPlanner Support

For troubleshooting and support questions, please refer to:[email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]

Documents

ProfitPlannerIII UserGuide En