Pre-requisites - Important

Download Installation Package

Configure and Validate Security

1. Install Planner
2. (optional) Planner Multi-Server Installation
3. Install and deploy Sample database to verify Planner works properly
4. Insert Planner license key
5. Upgrade Planner to the latest version

Installation & Configuration of pcFinancials Integration Package

1. Run pcFinancials
2. Customer MetaData
3. Linked Script
4. Entity
5. Mapped Object
6. Member Selection
7. AccountType Translate

Install Planner Excel client add-on

1. Set up security & users in modeler
2. Set up Database Locks for open budget and forecast periods
3. Configure hierarchies
4. Deploy (Please Save & CheckIn before you deploy to make all the changes effective.)
5. Set up GL IncomeStatement & BalanceSheet reports and verify end-to-end against actual report from ERP system