Managing Batches

  To manage batches:

1. From any Strategic Finance view, select Server, then Batches.

2. In Batches, select one:

   • Planning Import

   • Planning Export

   • HFM Import

   • HFM Export

   • Enterprise Import

   • Enterprise Export

3. Perform an action:

   • To create a batch, click Create. See Creating Batches.

   • In the Name column, select a batch and perform an action:

     • Click Check Out to open.

     • Click Release Lock to break a lock.

     • Click Delete to delete.

4. Click OK.