Getting Started

This article and video will guide you through the essential steps to get started with our platform, from navigating the website to managing users and utilizing key features. This articles contains the following topics: Navigation Getting support Users and permissions Reports Excel cubes Planni...

To submit a ticket you must fill out the new request form. Go to the new request page: Submit a request – EBM Software Fill out the form Email address: Enter your email address. What do you need help with? select the best available option from the list. Product: Select the best...

With the recent changes and sunsetting Microsoft Internet Explorer, you may have noticed a different login screen when opening EBM-connected files. At first glance it doesn't appear that this dialog window will automatically save your login credentials, but did you know there actually is a way t...

For a detailed tutorial on adding, managing, and understanding Hierarchies, check out our long-form tutorial here. Adding a new Hierarchy Within Catalyst, Navigate to the Administration section. From there, click on "Hierarchy" Click "ADD HEIRARCHY" Select the appropriate hierarchy type, defin...

Navigating and managing hierarchies efficiently is crucial for an intuitive experience in Catalyst. In this quick guide, we'll walk you through the simple steps to sort hierarchies, ensuring you can effortlessly arrange them according to your preferences. How can I sort hierarchies in Catalys...

Creating a new budget or forecast scenario Before a budget or forecast scenario can be loaded into Catalyst, that Scenario must first be created. To create a new scenario: Navigate to Administration > Scenario and click the Add Scenario button at the bottom right.  Type in a title in the Descri...

Catalyst Planning Overview Planning in Catalyst includes a Financial Planning module where you can plan, budget, or forecast at the Summary, Account, Balance, or Detail level. The other planning module we provide is the Profitability Planning module, where we allow planning for Volume at the Item...