Configuration Tasks Overview

The first step to setting up Planful is to complete configuration tasks. Configuration tasks allow you to set parameters by which you will build your application upon to create your personalized experience. Some tasks are required while others are optional and based on product.

For implementation, complete all tasks under the General Financial Configuration topic. Access the Configuration Tasks page by navigating to Maintenance > Administration > Configuration Tasks.

• Task - All application configuration tasks are listed. Click on a selected task to navigate to the associated Definition page.
• Status - A red circle indicates that the task is incomplete. A green check mark indicates that the task is complete. For some tasks, once the task status is set to complete, you cannot modify the definition of the task.
• Due Date - Enter a date that the task will be completed.
• Notes - Add notes or comments to a task. For example, if the task due date changes, you can enter a note explaining why.