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 |
| | | |
Step | Description | Signature |
1 | Check Pre-requisites |
|
2 | Download installation package from pcINSTALL |
|
3 | Install Canvas Planner Server |
|
4 | Install and deploy Sample database to verify Canvas Planner works properly |
|
5 | Insert Canvas Planner license key |
|
6 | Update Canvas Planner Server to the latest release |
|
7 | Install pcFinancials Integration package |
|
8 | Install Canvas Planner Excel client add-on |
|
9 | Set up security & users in modeler |
|
10 | Set up Database Locks for open budget and forecast periods |
|
11 | Configure Hierarchies for Account & all GL segments |
|
12 | Deploy |
|
13 | Create sample GL IncomeStatement & BalanceSheet reports and verify end-to-end against actuals report from ERP system |
|