Administrators can access any planning point in any Initialized or Published Forecast Set, but Planning Users are assigned planning responsibilities for specific Planning Centers. Planning Center - User Maps are used within Forecast Sets to govern which Planning Users can access which Planning Centers.
Planning Center - User Maps support one-to-one or many-to-many forms of mapping. For example, the same planning user can be assigned to multiple Planning Centers, and any Planning Center can be assigned to multiple Planning Users.
You will generally need only one Planning Center - User Map, but you can build and maintain as many maps as you need.
When you define a Forecast Set, one of its required attributes is a Planning Center - User Map. However, if you update a Planning Center - User Map by adding or removing Planning Users or Planning Centers, your changes will immediately affect access to any Forecast Set that uses that map. For information on setting up new user IDs and assigning OFS BSP Planning User privileges, see the OFS Advanced Analytical Applications Infrastructure User Guide.
Topics:
· Adding a Planning Center User and Mapping
· Modifying a Planning Center User and Mapping
· Deleting a Planning Center User and Mapping
· Copying a Planning Center User and Mapping
To add and map a Planning Center User, follow these steps:
1. Navigate to Financial Planning and Forecasting and select Planning Center User Map to display the Planning Center User Map window.
Figure 13: Planning Center - User Map window
This window displays the user maps that have already been created with the following details:
§ Description
§ Create By
§ Created Date
§ Last Modified By
§ Last Modification Date
2. To add a new user map, click the 
icon
on the window to display the Planning Center-User Map window.
Figure 14: Planning Center - User Map New Addition window
3. Enter the following details:
Under the Map Description section of the window:
§ Name: The name of the user map.
§ Description: The description for the user map.
Under the Map Definition section of the window:
§ Planning Center: Click
the 
icon to display the Hierarchy
Page. Select the planning enter and click the 
icon
to move it to the Selected Members section and then click Ok.
§ Users: Click on the
icon to display the
Hierarchy page. Select the available user(s) and click the icon
to move it to Selected Members section and then click Ok.
4. Click Save. This will add the newly created user map to the Planning Center User Map Page.
To modify a Planning Center - User Map, follow these steps:
1. Select a User map from the Planning
Center User and Mapping Page and click the 
icon
the display the Planning Center-User Map Page.
2. Edit the relevant details and click Save.
To delete a Planning Center - User Map, follow these steps:
1. Select the User Map that you want to delete from
the Planning Center User and Mapping page and
then click the 
icon
to display the Planning Center-User Map Page.
If the selected User map is having any Child Objects, then you cannot delete the User Map. If there are no Child Objects, then proceed to the next step.
2. Click the 
icon
to delete the selected User Map.
To copy a Planning Center - User Map, follow these steps:
1. Select the User Map that you want to copy from the
Planning Center User and Mapping Page and then
click the 
icon to display
the Save As page.
2. Enter a Name, Description fields, and then click Save to create a copy of the existing definition.