Manuals

This section provides information on the guides distributed in PDF format. In most cases, the guides are set up by component, not by feature. You may need to consult more than one guide for complete information on setting up and using a particular feature. For example, setting up the Approval process is described in the Infor CPM Administration Guide. Using the Approval process is described in the Infor CPM User Guide.

The guide for a component can contain a variety of information ranging from installation information to information on how to use the component to troubleshooting tips.

Viewing the documentation

You must install Adobe Reader to view or print the guides. You can download Adobe Reader from the Adobe website: www.adobe.com

The guides are available on the CPM DVD under the Documentation folder. The guides are also available on the Infor Xtreme Support portal.

Infor CPM Administration Guide

This guide describes how to create and configure CPM applications, and how to maintain the application such as user security and model structure.

This guide is for administrators.

Infor CPM Architect User Guide

This guide describes how to import and export structure and set up Detail Budgeting. This guide assumes you have reviewed Infor CPM Administration Guide, Infor CPM Platform Support Guide, and Infor CPM Installation Guide, and have completed the installation process.

This guide is for administrators.

Infor CPM Detail Budgeting Administrator User Guide

This guide describes setting up a Detail Budgeting application for Salary and Assets planning using Detail Budgeting Administrator.

For information on setting up the Detail Budgeting view in View Manager, see the Infor CPM Administration Guide. Detail Budgeting data entry is described in the Infor CPM User Guide.

This guide is for administrators.

Infor CPM Excel Services - Cell Based User Guide

This guide describes how to configure and use Excel Services - Cell Based (CBR).

The tool provides free-form data access and lock and spread capability. You can see the impact of changes immediately, run what-if scenarios on your model (independent of your core database), create formula maps, add members to your structure, and synchronize changes to other models.

This guide is for administrators and end users.

Infor CPM Excel Services - View Based User Guide

This guide describes how to configure and use Excel Services - View Based. It fully integrates the CPM suite with Microsoft Excel, letting users access data from within the familiar and powerful Excel spreadsheet environment.

This guide is for administrators and end users.

Infor CPM Installation Guide

This guide describes the security and configuration options that must be decided before installing the software and the installation process for the CPM components that make up an application. The guide also describes upgrading from a previous version and verifying the installation.

This guide also describes the Client Configuration program. The Client Configuration program installs the .NET framework and establishes trust to the web server that can be run by users with administrative rights to their machines.

This guide is for administrators.

Infor CPM Integration Guide for Infor Ming.le™

This guide describes how to integrate Infor Ming.le and CPM. The guide includes information on setting up security and configuring additional CPM subsites.

Infor CPM OpenLink User Guide

This guide describes the OpenLink feature in CPM Workstation. OpenLink enables you to map and load source data into CPM. You can load data from flat files or from tables in a source system/data warehouse. OpenLink provides a full audit trail as well as validation and reporting capabilities.

This guide is for administrators and end users.

Infor CPM Platform Support Guide

This guide provides support levels for various platforms.

The guide is for administrators.

Infor CPM Production Reporting for Crystal Reports User Guide

CPM provides several options for advanced reporting that includes defining, scheduling, distributing and viewing print-ready reports. This guide provides information on using SAP™ Crystal Reports® for reporting CPM information.

This guide is for administrators.

Infor CPM Production Reporting for Reporting Services User Guide

CPM provides several options for advanced reporting that includes defining, scheduling, distributing and viewing print-ready reports. This guide provides information on using the Microsoft SQL Server Reporting Services software for reporting CPM information.

This guide is for administrators.

Infor CPM Scripting Guide

This guide describes the various APIs that are available.

Infor CPM Strategy Management User Guide

This guide describes the Strategy Management application. Strategy Management provides an environment for building a strategic plan, establishing targets for successful completion and then monitoring the plan against actual performance. Strategy Management can be used with a variety of methodologies for strategic planning. The guide describes how you can build and use the plan.

This guide is for administrators and end users.

Infor CPM User Guide

This guide describes how to use the features of the Budgeting and Financial Consolidation applications. This guide explains the presentation features available with Decision.

This guide is for end users.

Infor CPM Workforce Budgeting Administration Guide

This guide describes how to plan and implement a Workforce Budgeting application. This guide assumes that you have reviewed both Infor CPM Platform Support Guide and Infor CPM Installation Guide, and have completed the installation process. Workforce Budgeting data entry is described in the Infor CPM User Guide.

This guide is for administrators.