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 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 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 Planning:

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, 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.