Setup

Overview

Settings regarding the global calendar and dataset are maintained her.

Calendar from-to Defines the from-to dates between which currency exchange rates are processed. Please take into account that the from-to should include both historical and future rates.

Dataset Defines basic datasets for reporting, such as Actual and Budget. These datasets are pre-defined by Planner and no new datasets can be added nor existing deleted. The names, however, can be edited.

The datasets are used for reporting Finance reports and will be combined with the different plan versions that are made available for reporting.