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 Currency. To learn about Currency, click here.
4. Set up Hierarchies for all the dimensions. To learn about Hierarchy Management, click here.
5. Set up Scenario. To learn about Scenario Setup, click here. 
6. Load Data in the application. You can load data in the following ways:
   1. Data Load Rules
   2. Journals
   3. Templates
   4. Translation Setup
7. Verify Data. You can verify data via Verify Data and Reports.  
8. Run Consolidation Process.