Moving from the sample application to a custom application

We recommend you begin by creating an application with sample data to get familiar with the application. Once you have reviewed and understand the application, you need to create an application that fits your needs.

To move from the sample application to a custom application:

  1. Using Microsoft's SQL Server tools, delete the Planning relational database.
  2. Open the Manage Data Sources page.
  3. Delete the Planning data source.
  4. Close the browser window.
  5. Run the Model Builder.
    1. Use the default name for the data source.
    2. Use the default name for the Planning relational database.
    3. Do not select the Load sample data check box.
    4. Select the dimensions for your application.
  6. Use the Workforce Budgeting Administration pages to complete implementing your application.
    1. Initialize global settings.
    2. Review and configure attributes.
    3. Define spread methods.
    4. Define action definitions.
    5. Import position definitions, employee definitions, position assignments, and action assignments.