We suggest that you print this checklist and sign the steps as they are completed
| Customer (name of company) | Site ID | Installer (name) | Date of installation |
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| Step | Description | Signature |
| 1 | Check Pre-requisites |
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| 2 | Download installation package from pcINSTALL |
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| 3 | Install Canvas Planner Server |
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| 4 | Install and deploy Sample database to verify Canvas Planner works properly |
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| 5 | Insert Canvas Planner license key |
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| 6 | Update Canvas Planner Server to the latest release |
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| 7 | Install pcFinancials Integration package |
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| 8 | Install Canvas Planner Excel client add-on |
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| 9 | Set up security & users in modeler |
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| 10 | Set up Database Locks for open budget and forecast periods |
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| 11 | Configure Hierarchies for Account & all GL segments |
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| 12 | Deploy |
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| 13 | Create sample GL IncomeStatement & BalanceSheet reports and verify end-to-end against actuals report from ERP system |
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