Infor Enterprise Performance Management Budgeting & Planning User Guide (On-premises)

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Overview of Budgeting & Planning
Starting Infor EPM
Application roles
Navigation
Home page
Tasks page
General icons
Dashboard icons
Page and report icons
Status icons
Selecting the global context
Tasks and data entry
Limitations and restrictions
Application configuration
Activating applications
Activating dimensions
Modifying UI strings
Translating labels
Customizing and extending applications
Custom applications
Customizing protected Infor applications
Customizing restricted Infor applications
Copying cube data to the integration database
Base Data Store integration
Importing structure
Importing data
Additional data upload
Data transfer
Copying actual data between configuration sets
Copying actual data to budget data between configuration sets
Copying comments, attachments, and line details
Associating Profit and Loss with the Balance Sheet
Business configuration
Global sign definition
Defining the sign for data entry pages and reports
Reviewing the sign for source data
Defining how financial variances display in reports
Phasing methods configuration
Configuration set definition
Defining configuration sets
Configuration set name
Copying entity configurations
Starting and ending configuration sets
Completing the definition of the version for a configuration set
New, copy, and reference versions
Creating a budget version
Copying a budget version
Creating a budget reference
Creating a fiscal forecast version
Copying a fiscal forecast
Creating a fiscal forecast reference version
Creating a rolling forecast version
Copying a rolling forecast
Creating a rolling forecast reference version
Deleting versions and configuration sets
Copying configuration sets
Segment configuration
Activating segment elements
Exporting segment configuration
Importing segment configuration
Copying segment configuration
Currency exchange
Global sign integration in currency conversion
Currency translation methods
Periodic Average (PA) translation method
Closing (F) translation method
Historical (H) translation method
No translation (N) method
Method sets
Assigning translation methods
Configuring currency
Configuring version translation
Activating currency rate sets
Specifying currency exchange rates
Specifying periodic average and closing rates
Specifying historical rates
Specifying periodic average and closing forecast rates
Specifying historical forecast rates
Dynamic attributes configuration
Detail dynamic attributes
Organization dynamic attributes
Primary, secondary, tertiary dynamic attributes
Account dynamic attributes
Analysis 01 - 12 dynamic attributes
Employee dynamic attributes
Job dynamic attributes
Position dynamic attributes
Defining currency, percent, date, number, Boolean, string, text area dynamic attributes
Defining list dynamic attributes
Defining dimension list dynamic attributes
Defining custom dynamic attributes
Configuring dimension details
Workbook Wizard
Using Workbook Wizard for Finance
Creating a Finance Budget workbook
Editing the configuration widget of a Finance Budget workbook
Configuring tabs of a Finance Budget workbook
Configuring Analysis Dimensions of a Finance Budget workbook
Configuring Report Functions of a Finance Budget workbook
Creating a Finance Forecast workbook
Editing the configuration widget of a Finance Forecast workbook
Configuring tabs of a Finance Forecast workbook
Configuring Analysis Dimensions of a Finance Forecast workbook
Configuring Report Functions of a Finance Forecast workbook
Using Workbook Wizard for Decision Packages
Creating a Decision Package workbook
Editing the configuration widget of a Decision Package workbook
Configuring tabs of a Decision Package workbook
Configuring a strategy to be used by a Decision Package workbook
Configuring Standard Dimensions of a Decision Package workbook
Configuring Analysis Dimensions of a Decision Package workbook
Configuring Report Functions of a Decision Package workbook
Creating a Decision Package Top Down workbook
Configuring a Decision Package Top Down workbook
Using Workbook Wizard for ad-hoc reporting
Configuring the Ad-Hoc tab
Controlling access to dimension elements
General administration of Workbook Wizard
Editing a workbook
Copying a workbook
Completing a workbook
Deleting a workbook
Publishing a workbook to a workflow
Jumping to a workflow
Jumping to a financial planning step
Creating a custom Workbook Tab report
Adding a custom report to a workbook
Workflow configuration
Workflow process
Configuring a workflow
Accessing workflows
Resetting a workflow
Configuring a planning workflow
Configuring a take over option
Configuring a hierarchical review
Configuring a hierarchical review using multiple configuration feature
Configuring a hierarchical task assignment
Exporting hierarchical configurations
Hierarchical configuration through a CSV file
Modifying a hierarchical configuration through a CSV file
Importing a hierarchical configuration
Configuring an object based workflow
Configuring decision package top downs
Specifying conditions for steps
Specifying logic blocks
Modifying the workflow configuration
Workflow overview report
Displaying the workflow overview
Dependent account definition
Specifying dependent accounts
Account / sub plan mapping
Activating accounts for sub plans
Copying sub plan account assignments
Workbooks
Finance workbooks
Decision packages
Decision package top downs
Header area
Configuration area
Tab area
Overview tab
Data Entry tab
Line Details tab
Custom Details tab
Schedule, Intercompany, and Segments tabs
Advanced Filter
Account Analysis tab
Ad-Hoc tab
Asset Category tab
Global Custom Details tab - Admin view
Global Custom Details tab
Position tab
Displaying multiple years on the Data Entry tab
Writing to schedules
Writing to intercompany accounts
Writing to segments
Commenting cell values
Commenting the workflow
Commenting an account
Displaying accounts with comments
Entering data
Copying values
Writeback options
Phasing of values
Creating a user-defined phasing method
Splashing values from consolidated accounts
Calculation module
Submitting tasks
Creating and submitting decision packages
Selecting entities
Approving or rejecting tasks
Ranked decision packages
Carrying over data between decision packages
Applications
Financial planning steps
Creating financial planning steps
Enabling organizational planning
Exporting financial planning steps configuration
Financial planning step configuration through a CSV file
Modifying organizations and accounts through a CSV file
Importing a financial planning steps configuration
Deactivating organizations in planning steps
Changing the entities and versions assigned to a planning step
Submitting a planning step to Workflow
Balance sheet
Entering opening balance data
Generating configuration set opening balances
Specifying opening balances manually
Transferring budget version data
Balance Sheet reports
Profit and loss
Transferring profit and loss data
Summary of the profit and loss data transfer
Profit and Loss reports
Cash flow
Assigning cash flow accounts
Transferring cash flow data
Entering cash flow budget data
Entering cash flow forecast data
Copying a cash flow configuration
Cash flow reports
Forecasting
Creating a fiscal forecast version
Creating a rolling forecast version
Creating a fiscal forecast reference version
Creating a rolling forecast reference version
Creating a fiscal forecast
Reloading a fiscal forecast
Copying a fiscal forecast
Creating a rolling forecast
Reloading a rolling forecast
Copying a rolling forecast
Entering forecast data
Allocation
Allocation levels and steps
Allocation precedence
Analysis dimensions and data areas
Reference dimensions
Drivers
Activating and configuring drivers
Copying driver activations
Copying manual drivers
Creating an allocation step on an allocation level
Specifying parameters without a driver
Specifying parameters with a driver
Source allocation types
Discharge methods
Driver allocation types
Target allocation types
Copying an allocation configuration
Running a single allocation
Allocation loops
Configuring an allocation loop
Allocation loop: examples
Running all allocations for a specific level
Allocation reports
Allocation methods: examples
Strategy Management
Configuring Strategy Management
Measures
Entering Strategy Management data
Capital Planning
Configuring Capital Planning
Modifying asset categories
Specifying the default depreciation calculation
Double declining balance
Straight line
Sum of the years' digits
Defining custom details
Sales
Defining sales groups and account assignments
Defining cost groups and account assignments
Specifying internal and external sales relationships
Entering sales data
Reporting
Time analysis reports
Entity analysis reports
Audit trail analysis reports
Scenario reports
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