Appendix C - Building a Planning Submission Report from Scratch

Whilst the fastest way to get going with planning is by starting from one of the standard budgeting templates as described above, should it be necessary to design a submission report from scratch, here are some steps to note.

Subtext: It should never be necessary to do this!

1. Start with the GL Balances template: the GL Balances 'cube' upon which this template is based is the only one currently supported by FastClose Planning & Budgeting.

2. Tick the Enable Planning checkbox in the Layout tab of the ribbon; this makes the Scenario dimension available in this report:

   

3. Add the Scenario dimension to the columns, either in the Rows and Columns dialog or via the Field Explorer. Example based on Epicor:

   

In addition if working with Epicor, there are two specific steps:

4. Select a single book in the filters e.g. MAIN:

5. Optional but very helpful: change the caption of the Balance measure from 'Actual' to 'Balance'. This is because your budgeting submissions are going to use the Balance measure too and it's confusing if budget columns have 'Actual' in their heading.

   

You should now have a report you can use for simple budget submission.