Quick-start Guide

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 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 FinancialForce 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
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

Permissions

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

Permission Set Name	Description
FFP - 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.
FFP - Manage Headcount	Create, edit, and delete all the payroll line records.
FFP - Manage Planning	Manage administrator configuration activities for FinancialForce Planning, including creating mapping rules, using budgets, importing data, editing dimensions, and mapping and syncing accounts.
FFP - View Headcount	View all relevant records of the payroll line records.