Quick-start Guide

This section outlines the first installation of Planning and Analysis. 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 Planning and Analysis application is done via the Planning Setup tab. Depending on your requirements, you can configure directly from individual pages or Setup. 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 Planning Links page and hides after one report is created. After that, you can get it in the Planning Setup 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 and Analysis
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 Mapping Rules	Creating a Mapping 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 and Analysis

Permissions

You must assign the following permission sets to users for access to Planning and Analysis:

Permission Set Name	Description
Planning - Business Analytics Read Access	View all data access to objects and fields derived from Planning and used in the Financial Transactions and Financial Balances datasets.
Planning - Manage Headcount	Create, edit, and delete all the payroll line records.
Planning - Manage Planning	Manage administrator configuration activities for Planning and Analysis, including creating mapping rules, using budgets, importing data, editing dimensions, and mapping and syncing accounts.
Planning - View Headcount	View all relevant records of the payroll line records.

Additional Permissions

In addition to the Planning and Analysis permission sets, you also need to assign the following permission sets.

Permission Set Name	Description
FDN Common Concepts	Enables the use of Exchange Rates.
Analytic and Financial Statement Read Access	Enables the creation of a budget by utilizing the Accounting data and accessing the following objects: Reporting Balances Accounting Companies Periods Years Budgets Balances Dimensions 1-4 - Assign Read and View All access. Accounting Currencies General Ledger Accounts
CRM Analytics Platform User	To properly view the Workspace and report, ensure that the Analytics Analytics application containing the FinancialBalance dataset is shared with the you.
Financial Report Builder	Allows to view the Workspace properly.

For more technical resources, see the Technical Documentation Pack on the Certinia Community.