Updating Data Forms for the Project Dimension

After creating a Project dimension, update data forms.

  To update data forms to include the Project dimension:

  1. In Planning, edit the Point of View dimensions for these data forms: 01. Global Capital Assumptions, and 15A. Global Capital Assumptions - Depreciation only.

    1. Select Administration, then Manage, and then Data Forms.

    2. Select the data form, and then click Edit.

    3. Select Layout.

    4. In Point of View, select No Project as the Project member.

    5. Click Save and then Finish.

  2. Edit the other Capital Asset Planning data forms to select Descendant members for the Project dimension:

    1. Select Administration, then Manage, and then Data Forms.

    2. Select the data form, and then click Edit.

    3. Select Layout.

    4. In Page, for the Project member, select members by relationship for Project, such as Descendants(Project).

    5. Click Save, and then Finish.

  3. Update business rules to enable storing global assumptions in multiple entities (see Updating Business Rules for the Project Dimension).