OutlookSoft Everest Accessing the System

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OutlookSoft EverestAccessing the System
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Launching Process Selector

• To Launch Process Selector, double-click the
  Process Selector icon located on your desktop.
• You can also launch this application by selecting
  the following on your Start Menu
  Start/Programs/Outlooksoft Everest/Process
  Selector.

The first time you use a new computer or change
your network password select the Connection
Wizard button. This will allow you to use your
network ID and Password to access Everest as well
as establish your security.
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Connection Wizard - Welcome
On the Connection Wizard Welcome window enter
lin-intraprd-02.us.nelnet.biz for your server
name and click Next to continue.
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Connection Wizard - Authentication

• Select Connect to Server by Using Different User
  ID and Password.
• Type your Nelnet network ID (lower case) in the
  User ID text box.
• Type US in the Domain Name text box.
• Select the Save Password check box.
• Select the My Windows User ID/Password is the
  Same as Above check box.
• Click the Next button.

• Once you update your network password Everest
  will not automatically recognize this change.
  You need to update your Everest password via the
  connection wizard each time it is changed on the
  network

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Connection Wizard Application Set
On the Connection Wizard Application Set
Information window select Nelnet as your
Application Set. Ensure the Fast connection
speed is selected and click the Next button.
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Connection Wizard Summary
The Summary screen will display the choices you
have made. Once you have confirmed your choices
click Finish to complete the Connection Wizard
process.
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Selecting Application
Ensure Nelnet is selected

• The Application drop-down menu will direct you to
  one of three process in the planning process.
• Personnel HR/personnel planning
• Financials operations planning and forecasting
• Capital asset planning (only Corporate
  Technology Facilities will have this option.
  This part of the tool is still under construction
  and will be completed for the 2006 planning
  process.)

Select the application you wish to access and
click OK. This will launch the Process Selector.
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Open your 2005 Plan Schedule

• To launch Process Selector double-click the
  Process Selector icon located on your desktop.
• You can also launch this application by selecting
  Start/Programs/Outlooksoft Everest/Process
  Selector on your Start menu.
• On the Everest login screen, make sure your
  Appset is Nelnet and your Application is
  Personnel, then click OK.
• To open the 2005 Plan Schedule click the WebExcel
  icon.

From the Process Selector click the WebExcel icon.
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Open your 2005 Plan Schedule

• Select Schedule Wizard from eSubmit menu.

2. Choose 2005 Planning to open the 2005
Planning Schedule.
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2005 Plan Schedule
Double-click on the Entity to easily change cost
centers. This is the main page that drives users
through the planning process.
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Schedule Key Items

• The left side of your screen contains active
  links to each phase of the 2005 Planning Process.
• MyEverest
• Welcome Page this link will take you to
  MyEverest and give you an overview of the 2005
  Planning Process
• Planning Page this link will take you to
  MyEverest where you can access Schedules,
  Guidelines, Policies, Expectations and
  Assumptions
• Capital Planning
• Discretionary Items - this link will take you to
  the MyEverest Bulletin Board where you will make
  requests for Capital items
• Submit/Approve Plan
• Submit/Review Plan Approval this link will take
  you to MyEverest and allow you to submit, review,
  and approve your plan(s)
• Personnel Planning
• Make sure you have selected Personnel as the App
  in your CurrentView toolbar
• Input Templates this link will take you
  directly to the personnel input template
• Operations Planning
• Make sure you have selected Financials as the App
  in your CurrentView toolbar
• Input Templates these links will allow you to
  access the Operations input template and 4th
  Quarter forecasting template.
• Reporting and Analysis these links will allow
  you access to canned reports designed to help you
  through the planning process

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Everest-Authentication

• When there is not Domain Field in the
  authentication prompt you must enter
• US\yourusername
• Enter your network Password
• Click the Save this password in your password
  list dialog box
• Click OK

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Welcome to MyEverest
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Review 2005 Guidelines
General Guidelines Other Expense Guidelines,
Corporate Technology Facilities Guidelines,
Personnel Guidelines When read together, these
Guidelines will assist in planning for certain
expenses. Target Assumptions Planning templates
are pre-populated based on Executive guidance.
The assumptions used to derive the target will be
briefly explained here.
Access to the Everest Planning page can be made
via the Planning Page link in the 2005 Plan
Schedule or by Clicking on the Planning tab in
Everest.
To Review 2005 Plan Guidelines click on the links
located on the left-hand side of your screen.
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Capital Planning
From the Process Selector template page click the
Capital Planning Discretionary Items link.
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Personnel Planning
From Process Selector template page click the
Personnel (by employee) Input template. Make
sure you have selected Personnel as the App in
your CurrentView toolbar.
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4th Quarter Forecasting
Make sure you have selected Financials as the App
in your CurrentView toolbar.
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