Adaptive Training Session 2 by SRI Education

2025-09-11 20:31:26 UTC

I learned selecting the charge code is different for sheets versus dashboard.

I learned the difference in loading rates/forecasting for IRADs versus direct projects.

2025-09-11 20:38:09 UTC

How often do you adjust your project management sheet? Do you adjust it when loading rate changes?

2025-09-11 22:07:48 UTC

I learned how to check past and forcasted ODCs as well as what affordances sheets and dashboard have.

2025-09-12 14:15:05 UTC

I learned how to use dashboards to view concurrent sheets, and how indirect/IRAD charges require using different sheets. I'm interested to see next how Microstrategy works with adaptive sheets and dashboards.

2025-09-16 14:50:22 UTC

I learned that using dashboards is just an easy way to view multiple sheets at once - so helpful! I also learned how useful the project management sheet can be, I had not used that before.

There are a few lines of the P&L sheet that I still am not sure how to interpret, so it would be helpful to have a cheat sheet of what each line represents.

2025-09-16 19:45:07 UTC

I learned the wonders of dashboard-ing! Thank you!

I would appreciate a quick overview/video on setting up your financials and prepare for review. For example I'm aware I need several sheets (5.1, 6, and 6.1) when reviewing and updating my forecast but I often wonder if anything is missing. I appreciate the project onboarding checklist so I'm wondering if a "best practices" sheet would be helpful.

Suggestion: list the top 5 things we should review before meeting with our PA for financial overview. How can we prepare to ensure all is accurate on our end?