If you have already installed and activated Peer to Peer 2.0, visit the updates tab for accessing third quarter data and program fixes.
These instructions will guide you through the installation process for Peer to Peer 2.0Installation Guide
Follow this activation process and how to configure Proxy Settings Activation Guide
After the installation is complete, you will be required to activate Peer to Peer 2.0 by entering your information and unique activation code. If you have a Proxy Server at your organization, this guide will also walk you through the steps necessary to configure your Proxy Settings for the program.
*Important Notes
You are required to uninstall any previous beta versions of Peer to Peer 2.0 for the 2Q 2008 data (see PDF)
Installing Peer to Peer 2.0 will not affect the current version of Peer to Peer.
Installation will not overwrite or change any of the files, settings, features, saved peer groups or saved charts and reports in the current version of Peer to Peer.
Saved work in the current version of Peer to Peer will not have to be recreated within Peer to Peer 2.0.
It is not necessary to uninstall the current version of Peer to Peer.
Minimum System Requirements:
RAM 512 MB
CPU 1.8 GHz
Free HD space 4 GB
Windows 2000, XP, Vista
This document will provide you with a few guidelines when you initially work with the programQuick Start Guide
Take a look at the new features and try them for yourself!
Navigate to built-in displays or custom-build your own graphs and reports
Export and import custom displays and peer groups. Upload your 5300.xml file and analyze your peers
Create custom peer groups by selecting individual credit unions or use the custom-build process
NEW Receive data updates and create credit union mergers. Also, edit graphic settings
NEW Receive support using guides and tips from www.p2psoftware.com. Share information with peers and learn from others
NEW Choose your primary credit union
View the financials that drive each display
See how individual credit unions rank in your peer group
Select and edit comparables. Use multiple peer groups or credit unions in any chart.
Customize color schemes for charts
NEW Export displays and data
Reports and Charts
Convert Saved Displays Save time for analysis. Learn how to convert your saved charts and reports from the old version of Peer to Peer into the new program.
Export Custom Displays to Share or Archive
Create an export of your custom reports in Peer to Peer 2.0 to share with other users or archive for safety purposes.
Modify and Save Built-in Reports
Make changes to any built-in reports. You can save these custom reports in the ‘My Displays’ folder to manage all of your displays.
Limit Graph Axes Using Zoom
Investigate a peer group in detail or zoom in on a relevant time period of data. Zooming capabilities allow users to limit the X- and Y- axes in all of Peer to Peer 2.0's reports and export the segmented graph to PowerPoint.
Build Peer Groups Find the best fit for your credit union. Learn how to individually select credit unions for your peer groups with ‘Simple Select’ or use the step-by-step peer build process with ‘Custom Build.’
Convert Saved Peer Groups There is no need to recreate your custom peer groups. Learn how to convert your saved peer groups from the old version of Peer to Peer into the new program.
Export Peer Groups to Share or Archive
Create an export of custom peer groups in Peer to Peer 2.0 to share with other users or archive for safety purposes.
Understand Static and Dynamic Peer Groups
You have the option of saving your custom peer groups as static or dynamic. Understand the difference between the two types of peer groups to save you from updating your peers in the future.
Set Default Comparisons
Save time for your analysis and have the program default to a particular primary credit union and comparison set of your peers, every time you open the program.
WebEx Training
Callahan & Associates is now offering weekly training sessions to help you learn the new program. These trainings are designed to help you with the transition from the old version of Peer to Peer. Find basic functions, such as navigating the program and creating custom peer groups, to the more advanced functions, such as merger analysis. Start your analysis with Peer to Peer 2.0!
Event Details:
Date: Fundamentals/Intermediate - every Tuesday
Advanced Functions - every other Thursday Time: 2:00 pm Eastern time Duration: 60 minutes Price: complimentary
Training Outline
Fundamentals/Intermediate Functions
Program Setup: Installation Guide, videos, online resources
Install - Minimum requirements, activating subscription using code
Choosing Primary Credit Union and Peer Groups
RSS Feed
Main Analysis Screen Overview
Converting peer groups and custom reports from Peer 1 to Peer 2.0
