Step No.
|
Step Description
|
1
|
Configure the Enterprise Performance
Foundation
|
1.1
|
Grant Access to Security Folders
|
1.2
|
Set the Unique Index on the Balances Table
|
1.3
|
Set the Processing Key on the Balances Table
|
2
|
Configure Enterprise Planning and Budgeting.
|
2.1
|
Create One or More Business Areas
|
2.2
|
Refresh the Business Area to Bring in the Current Metadata
from the Enterprise Performance Foundation.
|
2.3
|
Set the Ownership Dimension or Dimensions.
|
2.4
|
Add Users to the Business Area and Grant Access Privileges
|
2.5
|
Set the Current Periods for the Business Area
|
2.6
|
Create business processes in Enterprise Planning
and Budgeting.
|
Planning and Budgeting Setup Check List
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