Post Configuration Tasks

After completing the configuration tasks, perform these tasks:

  • Refresh the cube after configuring and any time you import metadata.
  • Review the assumptions forms under Investments and Intangibles and for Existing Assets at No Entity level and at members of Total Entity level. If desired, set up assumptions at No Entity level so planners have a starting point for planning. You can make the No Entity assumption values non-editable for planners by setting up security so that No Entity is Read Only. When you do this, planners can see global assumptions but can’t not modify them.
  • Don’t change the Enable for Dynamic Children and Number of Possible Dynamic Children properties for OCX_Total New and OCX_New Lease members in the Asset Detail dimension. These properties must be Read Only.
  • If needed for your business, you can create custom depreciation and amortization methods. See Creating a Custom Depreciation or Amortization Method.