Configuration set definition

Defining a configuration set is the first step in a planning process and describes its scope.

A configuration set is defined in logical steps in the configuration set definition wizard.

On the Configuration Set Definition page, the Configuration set Overview lists existing configuration sets and versions. The Details pane shows details of a selected configuration set or version.

When you have defined a configuration set, you can continue with configuration set-related tasks:

  • Segment configuration.
  • Account activation for Workforce Budgeting.
  • Currency exchange set-up.
  • UI strings modification.
Note: Currency exchange setup is required if you want to allocate workforce costs between entities with different currencies, or transfer Workforce Budgeting data to the Finance core.