Configuration checklist

This checklist describes the tasks that must be completed before you can load data:

Component Task
Designer Create a connection to the integration database.
EPM Administration Complete these tasks:
  • Create users and assign roles.
  • Create the schema and financial structures.
Infor EPM business applications Complete these tasks:
  • Activate the Workforce Budgeting application.
  • Activate dimensions.
  • Define the configuration set.
  • Activate and configure segments.
  • Complete configuration of the version for the configuration set.
  • Assign the accounts to the configuration set.
  • Configure Workforce Budgeting.