Setting Up the Connection to PCR

For organizations that are experienced with Dynamic Planning, the Power user should ensure that the Application Settings (Tenant, Horizon, and Soap URI, username, and password) are up-to-date and working correctly to connect to Planful applications; then run a Metadata Download. There is no need to create a map or define calculations to connect to PCR.

For organizations that are new to Spotlight and Dynamic Planning, your Power user must set up access to PCR from within Dynamic Planning and download metadata from PCR.

In Practice

1. Install SpotlightXL. See Dynamic Planning: SpotlightXL Installation.

2. Contact Planful Support for assistance in getting your Horizon and Soap URI and Tenant names set up.

3. Login to SpotlightXL. See Accessing SpotlightXL.

4. Select Manage > Application Administration > Application Settings.
   

5. The Horizon and Soap URI and Tenant names are grayed out. These fields are populated by Planful Support.
   

6. Enter the Horizon and Soap Username and Password provided to you by Planful Support.

7. Click Save.
   

8. Log off of SpotlightXL then log in again for the settings to take effect.

9. Select Manage > Application Administration > Metadata Download.
   

10. Click Run. When the cursor stops spinning, the operation is complete. This operation creates the model HACPM_Financial.