If you have questions or issue, email the iTPM Help Desk: support@cgsquared.com
- Annual Planning: iTPM-UserGuide-Annual-Planning-26-2-2 PDF(opens in new tab)(opens in new tab)
- To skip annual planning go to Promotion Planning(opens in new tab).
- Click here to see what's new in iTPM.(opens in new tab)
You can access this directly from within NetSuite: iTPM -> Help -> Annual Planning User Guides
Training Videos, 5 minutes or less:
- Start planning in Excel or NetSuite?(opens in new tab)
- Helpful tips on NetSuite CSV Imports(opens in new tab)
- Group option in Event Plans(opens in new tab)
- How to upload your Excel Plans(opens in new tab)
Below are example CSV import templates. These will be customized for your organization as needed.