Administration

Adminsitration establishes a robust foundation through user and role management, ensuring seamless configuration and customization for diverse application functionalities.

• User & Role Management: Management of user-related functions, including managing user accounts, defining users, user roles, and permissions. Administrators can set up users and grant them access to scenarios, approval roles, navigation roles, offline planning, and security configurations
• Scenario Setup: Create different types of scenarios, which represent versions of a budget or forecast for a fiscal year. Create scenarios for current and future trends, test assumptions with changing drivers, and more accurately ensure that revenue is properly estimated. The analysis of scenarios allows analysts to improve financial performance and analyze company financial trends
• Security Administration: Define application access security settings. For example, enable IP (Internet Protocol) Logging to create logs containing IP address information, which tracks users logging into the system
• Configuration Tasks: Configuration tasks need to be performed during the application setup phase. You may also use this page as a worksheet to track completed and uncompleted tasks. Configuration tasks allow you to set parameters by which you will build your application to create your personalized experience. Some tasks are required while others are optional and based on the product
  
• Workdays Setup: Define the workdays for all months in a fiscal year. Workdays are used in Detailed HR for the calculation of employee salaries and in Revenue Planning by assigning to Sales Segments
• Cloud Scheduler: Cloud Scheduler is a scheduling solution that runs in the cloud. It is used to automatically run data load rules, report collections, the Consolidation process, Dynamic Journals, Financial Package reports, scenarios, Simulation Engine processes, and translations export at a scheduled date and time
• Customize Branding: Customize the look of the application user interface (UI) to incorporate your company's logo beside your profile avatar. You can create and save multiple unique UI profiles, as per your business needs
• MyPlan Configuration:  A robust, yet easy-to-use Planning solution for the casual business user, where users can carry out all budgeting tasks for human resources, capital expenditures, forecasts, and budgets from one centralized interface, without the help of administrators. The interface, called MyPlan, can be customized to display specific charts and accounts so that Planning users can quickly report and perform various tasks related to budgeting and forecasting
• Comments Manager: View all comments posted or updated from Templates, Dynamic Reports or Spotlight Views, and Reports for the Financial and Operational models. You can also perform various actions, such as deleting and highlighting comments