Creating a Custom Application

  To create an application:

  1. Select Navigate, then Administer, then Planning Administration.

  2. Click Create Application, and then select one:

    • New Application—Build your application from scratch. Continue to step 3.

    • Demo Application—Build your application using the artifacts that the demo application, called Vision, provides. See Creating a Demo Application.

  3. Enter the name of the application.

    The name can contain up to eight characters and should adhere to the naming restrictions listed in Naming Restrictions.

  4. Enter a description of the application.

  5. Set up the currency. See Setting up the Currency.