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Infor Enterprise Performance Management Configuring Infor EPM Business Applications (On-premises)
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Overview of Infor EPM business applications Designer-based configuration
Standard content
Model updates
Dimension synchronization
Data connection
Configuring Designer for Budgeting & Planning
Registering a Designer database
Registering a farm repository
Recreating the OLAP database
Extending the model
Creating the Budgeting & Planning model
Users and roles
Standard application roles
Adding custom roles
Demo application roles
Rules
Planning settings
Common Settings tab
Model Management tab
System Elements tab
Currency Settings tab
Cash flow set up for Budgeting and Planning
Enabling cash flow
Defining cash flow system accounts
Asset categories
Custom detail hierarchies
Workforce Planning Organization hierarchies
Duplicating the Organization hierarchy
Customizing the application with sub plans
Adding custom reports and dashboards to the navigation
Creating a custom report
Adding a custom report to a workbook
Demonstrating the Infor EPM business applications
Budgeting & Planning demonstration roles
Using the demonstration application roles
Demonstrating Workforce Budgeting
Cleaning up the sample data
Moving an application to production
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