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MyPlan Recap Usability Requirements
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MyPlan Recap Usability Requirements
Below is a quick summary of important items that have been explained in this doc. These items must be performed sequentially in order to use MyPlan successfully. Admins who choose not to follow best practice concepts or the usability requirements may run into issues.
First Scenario Setup
Create Scenario with seeding from a Source Scenario (for starting data) and a compare scenario (for Variance calculation).
Create / Map Templates to the Scenario.
Map budget entities to the scenario.
Second Module/Template/Dashboard Setup
Setup MyPlan Only GTSC Templates
Create Templates with Summary columns, year totals, time set as per the suggested flow above.
Map Budget Entities.
Setup MyPlan Only Capital Templates
Create Template with formulas defined (in case the assets are captured as Rate, Quantity and amount).
Create and Run the MyPlan Only Simulation Process to seed data to the MyPlan Only templates.
MyPlan Only Dashboards (Chart) Setup
Create Dashboards with charts created in the sequence in which they need to appear in MyPlan.
Third Security Setup
Assign Security
Assign Template, Scenario, Dashboard security to appropriate users.
Fourth MyPlan Configuration Setup
MyPlan Configuration Setup
Create MyPlan Configuration with Dashboards and Data sections
In Data sections
Map the MyPlan Only templates.
In case of Workforce Planning & Capital, just select if they are required or not
In Charts section map the dashboard
Define Notes
Assign Users
Test
Login to application to view display of MyPlan.