Financial Consolidation project settings

You can use the program ConfigTool to configure projects in Financial Consolidation.

In the Windows Explorer navigate to the folder ..\Infor\BI\PM\Consolidation\bin where the program ConfigTool is installed. To start the program, double-click Mis.Applications.Consolidation.ConfigTool.exe.

When you start the program, the logon dialog opens. In this dialog, specify the same logon information and the same repository that you use when you start Financial Consolidation. Click Connect. Specify the same project that you use when you start Financial Consolidation and select the language.

To save the project selection and the password, select the check boxes Save settings and Save password. Click OK.

The dialog Infor Financial Consolidation Project Settings opens. In this dialog, you set up the configuration for the selected project and you start functions for the import, the export, and the deletion of journals. Check here whether the repository and the project that you selected are appropriate. This information is displayed in the fields Repository und Project.

Note: The settings and functions for each project are individual. Check whether the project settings meet the legal requirements of your country. Some of the settings might only be changed, before you go alive with the project. If you are not sure, whether a setting might be changed, contact the Infor BI Support.