SECTIONSSetting up Recognition Management
This table sets out the tasks involved in setting up Revenue Management.
Some tasks only need to be performed once in your org (One-off), whereas other tasks need to be repeated for each group of source objects (Repeatable). For example, if you have one group of source objects consisting of Project, Milestone, and Timecard, and another group of source objects consisting of Sales Invoice and Sales Invoice Line Item, you must perform the repeatable tasks for both groups.
Complete the tasks in the order shown.
| Step | One-off or Repeatable | Task | Related Help Topic |
|---|---|---|---|
| 1 | One-off | Assign RevMan Analytics permission set to integration users. | Permission Sets |
| 2 | One-off | The integration user needs to have an active license for Analytics and Revenue Management. | Permission Sets |
| 3 | One-off | Ensure the View-Only License Templates and Apps permission set is set as active. If this permission set is not active, the user will see a blank dashboard after embedding. | Permission Sets |
| 4 | One-off | Create the app by clicking the Create Recognition Management App under the Actions panel on the Recognition Management page. | Creating an App from Revenue Management Analytics App Template |
| 5 | One-off | Once the app is created, the admin should share it with the relevant users for them to be able to see the dashboard. To give access to other users, click  on the app folder in Analytics Studio. This opens the app's Give Access tab.
|
Permission Sets |
| 6 | One-off |
DEPRECATED: Add the Analytics dashboard's ID to the Analytics Dashboard ID property for the RM Recognition Management component. |
|
| 8 | One-off |
DEPRECATED: Once the dashboard is embedded, click Save. A new Lightning page with the specified dashboard will be created since the original Recognition Management page is managed and cannot be edited. Click Activate to give a name to the new page and set its visibility. |