Consolidation Process Prerequisites

Perform the below steps before proceeding with the Consolidation Process:

1. Add Users via User & Role Management. 
2. Complete Consolidation Configuration from Configuration Task, and Administration (in Consolidation Control Panel)
3. Set up the Currency. To learn about Currency Setup, click here.
4. Set up Hierarchies for all the dimensions. To learn about Hierarchy Management, click here.
5. Set up the Scenario. To learn about Scenario Setup, click here. 
6. Load Data into the application. You can load data in the following ways:
   1. Data Load Rules
   2. Journals
   3. Templates
   4. Translation Setup
7. Verify the data for completeness and accuracy. To learn about data verification using Verify Data and Reports, click here.  
8. Run the Consolidation Process.