Creating Performance Management Architect Financial Management Applications

  To create Performance Management Architect Financial Management applications

1. Access EPM Workspace. See Accessing EPM Workspace.

2. Select Navigate, then Administer, and then Application Library.

3. In the Application Library, select File, then New, and then Application.

4. In Name, enter an application name (maximum eight characters). Application names should not contain special characters (for example, a space or an asterisk).

5. In Type, select Consolidation.

   Additional fields are displayed on the screen.

   Note:

   You can create an empty application, into which you can drag dimensions from the Dimension Library. To create an empty application, select Create Blank Application, and then click Finish.

6. Optional: Select Auto Create Local Dimensions to automatically create the dimensions required in the application.

   The dimension name for each new dimension is identical to the dimension type with (New) in parentheses. Automatically creating local dimensions saves time because it populates the required dimensions to create the application.

7. Click Next.

8. In the Dimension Selection window, choose the dimensions for the application. You must create the required default dimensions—Entity, Account, Scenario, Year, Period, ICP, View, Value, Custom1, Custom2, Custom3, Custom4, Alias, Currency, Consolidation Method, and Security Class—as local dimensions.

   Note:

   Be sure to create security classes as members of Security Class dimension. Associate members of Security Class dimension with members of the Account dimension to define the security class for Account dimension members.

   1. Click in the Dimension column, and then select Create New Dimension.

   2. In the Add New Dimension window, enter a dimension name and an optional description.

   3. Click OK.

9. Click Next to seed the dimensions that you created.

10. Click Validate to validate the application. Correct reported errors. You can find detailed validation information in the Library Job Console. To open the Library Job Console, select Navigate, then Administer, and then Library Job Console.

11. Click Finish.

    From the Dimension Library, you can add members for your application dimensions. An icon for the application is displayed in the Application Library.

12. Deploy the application:

    1. In Application Library, right-click your Financial Management application.

    2. Select Deploy, and then Application.

       Performance Management Architect validates the application. If no errors are found, the Deploy window opens.

    3. Enter or select the required information. Consult online help for assistance.

    4. Click Deploy.

       The deployment process takes awhile to finish. Performance Management Architect displays a deployment job ID that can be used to track deployment progress and reported errors.