Creating a Configuration Workbook

During Functional Configuration, Implementors create a Configuration Workbook that contains advice and tips on setting configuration values in Functional Setup Manager.

To create a Configuration Workbook:
  1. In FSM, from the Tasks pane, select the Manage Implementation Projects link.
  2. In the list of Implementation Plans, click on the plan that you created for this project.
  3. In the View Reports column, click the View Report icon, then select the Excel link for the Setup Task Lists and Tasks option.
    Generating a Customer Configuration Workbook in FSM.
    Description of GUID-42FF166D-F242-4009-87D8-6017D29D3E32-default.gif
  4. When prompted, save the SetupTaskLists.csv file locally.
  5. Use the file to review advice and tips on specifying configuration values.
    You can find the FSM Task Name in column B, and the associated advice and tips in column D.
    Generating a Customer Configuration Workbook in FSM.
    Description of GUID-E794B5CF-342E-4379-8D4F-E7C4068BBA5F-default.gif
Use the advice and tips when you configure values in the following task.