Introducing Longview Close and Plan Implementation
Introducing Longview Close and Plan ImplementationLongview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, ma...
Close and Plan Implementation Overview
Close and Plan Implementation OverviewOnce the initial installation and setup are complete, there are several tasks that are required to finish the initial setup and implementation to get the Longview system in a working state. This guide is a summary of the tasks required and will refer you to the full documentation in the Solutions Administrator Guide.To access the Solutions Framework Adminis...
Initial Implementation steps
Initial Implementation stepsFor a successful initial implementation, follow these steps in order:Adding currencies to the systemAdding currency translations to the systemAdding time periods to the systemComplete time period setupUpdate server configurationSet up trial balance accountsSet up consolidation structuresSet up intercompany eliminationsEnable intercompany eliminationsSet up roll forwa...
Close and Plan Data View Input examples
Close and Plan Data View Input examplesThe example apps are included and updated in each release. The apps are intended as examples to be duplicated or copied from, but not modified as subsequent releases may include modifications.To review an example app:Select the Design module.Select the Apps category.Expand Data Collection.Expand Data View Input.Expand Existing Apps.Click on the Example app...
Functions updated by release
Functions updated by releaseFunctions updated by 10.3 (build 967) release FunctionFeaturesImpacted ConfigurationClient LayoutConfigure CategoriesThe new configure categories app, reduces the need to create custom module files for Consolidation and Plan, by allowing configuration of standard categories and folders via an app. Review the use of client module files to see if you are using the stan...