Overview of data integration for business modeling-based Workforce Budgeting

Workforce Budgeting integration supports metadata transfer from a source system through an integration database, via Infor EPM application processes into the business applications database.

During the standard data integration process, relational modeling is used to prepare, validate, and load source metadata into the integration database prior to loading data into the Infor EPM business applications database.

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

Component Task
❑ EPM Administration Configure roles and permissions.
❑ Business Modeling Complete these tasks:
  • Publish the Workforce Budgeting schema.
  • Activate the Workforce Budgeting module.
  • Activate business objects (dimensions).
  • Verify that the minimum configuration is complete (calendar, currency, entity, account are set).
  • Verify that the financial structures exist.

See the "Business Modeling" section for complete information.
❑ Infor EPM business applications Complete these tasks:
  • Define the configuration set.
  • Complete configuration of the version for the configuration set.
  • Configure segments.
  • Assign the accounts.
  • Define currency exchange.
❑ Workforce Budgeting Configure Workforce Budgeting.
❑ Relational modeling Prepare and import data.
❑ Workforce Budgeting Load and calculate data.