1. Administering Predictive Cash Forecasting
  2. Enabling and Configuring Predictive Cash Forecasting
  3. Setting User Variables

Setting User Variables

Each planner must set the user variables described in this topic.

User variables define the context for forms and dashboards.

  1. On the Home page, click Tools, then click User Preferences, and then click User Variables.
  2. Select members for these user variables:
    • Customer
    • Project
    • Supplier
    • Context Period—Weekly only
    • Controller Entity—For controllers, who have access to multiple entities. Select the entity to use.
    • Currency
    • Entity—For users other than controllers.
    • Reporting Period—Weekly only
    • Scenario
    • Version