G.1 Creating an Application

To create an application, follow these steps:

  1. Click Select under Planning.

    Figure G-1 Enterprise Planning and Budgeting Cloud Service Landing Page


    This is the Enterprise Planning and Budgeting Cloud Service Landing Page.

  2. Click Start to create a new Planning Application.

    Figure G-2 Create Application


    This screen allows you to Create a new Cloud Application.

  3. Enter an application name, description, select Application Type as Custom, and then click Next.

    Figure G-3 Create Application – General Details


    This screen allows you to define the general details for creating a new application.

  4. Select the value of the following options in Create Application: Details Wizard as specified below and click Next:
    1. Planning Frequency: Monthly.
    2. Start and End Year: Make sure to include the year that contains the historic actuals required for planning and analysis.
    3. First Month of Fiscal Year: January.
    4. Weekly Distribution: Even Distribution.
    5. Main Currency: Reporting Currency in OFSAA.
    6. Multicurrency: uncheck.
    7. Name of the input cube: user-defined.
    8. Name of the reporting cube: user-defined.

    Figure G-4 Create Application Details


    This screen allows you to define the other details for creating a new application.

  5. In the Metadata and Custom Dimensions tab change the Dimension Name of Entity to Planning Center and click Next.

    Figure G-5 Create Application - Customize


    This screen allows you to customize the details while creating the new application.

  6. Review all the details and click Create.

    Figure G-6 Create Application - Review


    This screen allows you to customize the details while creating the new application.