Enabling organizational planning

If organizations are enabled in a configuration set, they can be enabled on each version within a planning step in that configuration set.
  1. Click the Home icon.
  2. Select Applications > Financial Applications.
  3. Expand one of these applications:
    • Balance sheet
    • Profit and Loss
    • Forecast
  4. Select Configuration > Financial Planning Step Overview.
  5. Click the configuration set that contains the step on which to enable organizational planning and select Show Details.
    Existing steps for the configuration set are listed in the Planning Steps pane. Click a step to view details of its configuration.
    Note: Ensure that you click the configuration set to which to add the step, not the version. The Show Details option is also available on the version
  6. On the Planning Steps section, click the > icon of the step on which to enable organizational planning.
  7. Click the version on which to enable organizational planning.
  8. Select the Organization Planning check box and then select one of these options:
    Option Description
    Entity Account Mapping Only accounts are displayed in the table.

    Enables data entry at the Organization and Entity Account Mapping levels. You can select organizations in a workbook and enable the hierarchical approval in the workflow.
    Organization Account Mapping Accounts and organizations are displayed in the table.

    Enables data entry at the Organization and Organization Account Mapping levels. You can select organizations in a workbook. The displayed accounts depend on the selected organization. You can enable the hierarchical approval in the workflow.
  9. Activate the accounts or accounts and organizations for which planning data is required. You can swap the Accounts and Organizations columns.
  10. Click OK.