Administration Reference

Configuration & Administration of Budget Process
Scope of section This section will guide you through configuring the financial planning process of your company in the system.
Required skills Requires knowledge of your organization financial planning needs and training in this software. Normal training need is two days of classroom training.
Time Required Setting up a budget process may take as little as one day, however it may need more time than that depending on the complexity and needs of your organization.
Excel examples below shows standard template package. For advanced installations, you may be using another set of templates. For advanced use refer to Excel add-in reference or company specific instructions.

Configuring the Budget Process

Will take you step-by-step through your tasks as budget administrator. Also included here is a section on all words and concepts in EFP.

Each of the menu items available to you as Administrator is explained in sections:

EFP is supplied with a number of examples of Input Schedules. One of the basic steps in setting up the system is normally to adapt these to your own organization. How to do this is explained in detail in section:

Modeler detail reference

Using the Modeler you will set up

  • Organizations & Books
  • Chart of Accounts
  • Security and Access
Some dimensions have fixed label names. If you change them, they will be changed back to default after running the night job. You can find which labels are fixed during the installation. FIXME

Copy Application function is not supported in EFP

Since it only copies Callisto components and not the full database including the additional EFP components.
If a client wants to copy their current EFP application, they can do it from SQL end:

  1. They need to back up pcDATA_EFP DB
  2. Restore it with another name
  3. Go to CallistoAppDictionary → Tables → dbo.Application (Edit mode) → add the new DB on the bottom row
  4. Login modeler, they will see this newly copied application.

In build 1.3.2115, clients can use the sand box functionality from pcINTEGRATOR → Extensions.

  • efp/admin.txt
  • Last modified: 2020/05/21 11:24
  • by pcjamo