In this section we are going to define the FIN BSEG 1 Plan dimension from the FIN BSEG 1 dimension. We want to plan at a level of detail one level higher than the FIN BSEG 1 dimension.

You can access the FIN BSEG 1 Plan setup through the page: Administration > Business Segments > FIN BSEG 1.

FIN BSEG 1 Plan Settings

The FIN BSEG 1 dimension contains the Cost Centers, we only plan expenses by Centre Centers. Revenues are planned by Customers, the FIN BSEG 2 dimension. The Balance Sheet is planned for the company only. These settings are set in the FIN BSEG 1 Plan Settings popup.

Click for a guided walkthrough.

Setting the plan mapping level

There is too must detail in the Cost Center business segment for planning purposes. So, we want to plan to level 1 of the Total Cost Centre rollup.

Click for a guided walkthrough.

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