Creating a Demo Application

Planning provides a demo application, called Vision, that enables you to quickly create a Planning application with artifacts and data.

Note:

To create an application manually, see Creating a Custom Application.

Watch this overview video for an introduction of the Planning demo application.

video iconOverview Video

  To create a demo application:

  1. From Planning and Budgeting Cloud Service Workspace, select Navigate, then Administer, and then Planning Administration.

  2. Click Create Application, and then select Create Demo Application.

    Planning automatically creates the Vision application with artifacts and data. When application creation is completed, Planning displays an Application created successfully message.

  3. Click OK.

  4. You must refresh the landing page before you can launch the new Vision application. To refresh the landing page, choose an option:

    • Select Navigate, then Application, and then Refresh.

    • Close the Planning and Budgeting Service tab, then select Navigate, then Administer, and then Planning Administration.

    Note:

    To subsequently launch the new application from the landing page, select Navigate, then Administer, then Planning Administration, and then click Launch Application. The Create Application icon is no longer displayed because Planning supports only one application at a time.

  5. To launch the Vision application in Planning and Budgeting Cloud Service Workspace, select Navigate, then Applications, then Planning, and then Vision.