This section outlines the first installation of Planning. You must be logged in as an administrator or equivalent to perform the setup. Click a related help topic link and complete the tasks in that topic.
Planning Setup Tasks
Most of the setup for the FinancialForce Planning application is done via the Main Configuration tab. Depending on your requirements, you can configure directly from individual pages or the Planning Setup. The Planning Setup is used to create or set base structure elements such as dimensions, periods, general reports, and so on. The Planning Setup starts on the FinancialForce Planning Home page and hides after one report is created. After that, you can get it in the Main Configurator tab.
|
Steps |
Planning Setup Task | Related Help Topic |
|---|---|---|
| 1. | Configure Dimensions | Creating and Updating Dimensions |
| 2. | Create Budget Periods | Creating Budget Periods |
| 3. | Create Tags | Creating Tags |
| 4. | Create Default Contexts | Configuring Context Settings |
| 6. | Import Accounting Data to Planning | Importing Accounting Data to Planning |
| 7. | Create Income and Expense Account Sets | Creating Income and Expense Account Sets |
| 8. | Create Calculation Rules | Creating a Calculation Rule |
| 9. | Create Budget Templates | Creating a Budget Template |
| 10. | Create Posting Rules | Adding a Posting Rule |
| 11. | Create Forecast Configurations | Creating a New Forecast Configuration |
| 12. | Create Dimensions for Forecast | Creating and Updating Dimensions |
| 13. | Setup Approval Process | Setting up Workflow and Approval Processes |
| 14. | Export Planning Data to Accounting | Exporting Accounting Information from Planning |
Permissions
You must assign the following permission sets to users for access to FinancialForce Planning:
| Permission Set Name | Description |
|---|---|
| FFP - Manage Planning | Manage administrator configuration activities for FinancialForce Planning, including creating posting rules, using budgets, importing data, editing dimensions, and mapping and syncing accounts. |
| FFP - Use Budgets | Find, view, and manage your active budgets. Only applicable for non-admin users. |
| FFP - View Planning |
View all objects in the FinancialForce Planning application. |