Importing a financial planning steps configuration

  1. Click the Home icon.
  2. Select Applications > Financial Applications.
  3. Open one of these applications:
    • Balance Sheet
    • Profit and Loss
    • Forecast
  4. Select Configuration > Financial Planning Step Overview.
  5. Click the configuration set and select Show Details.
    Existing steps for the configuration set are listed on the right side.
    Note: Ensure that you click the configuration set, not the version. A different Show Details option is available for the version.
  6. Expand, then click the planning step, and select Edit Financial Planning Step and click Next.
  7. On the Entity Assignment tab, select the entity to which the planning step applies and click OK.
  8. On the Subplan Assignment tab, select the version.
  9. Select the Organizational Planning check box.
    To select this option, organizations must be enabled in the configuration set.
  10. Click Import.
    1. Select the CSV file.
    2. Click IMPORT.