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Administrator's user guidance contains instructions for the Clausion Financial Performance Management administrative functions.
Instructions for the following items are covered in this document:
•unit management
•system parameters, such as:
oenvironment parameters
oglobal parameters
•periodizing patterns
•user and user rights management
•user interface and template management
•account and account group management
•currencies
•environment management, such as:
odatabase management
odimensions
oautomatic calculations
oyears and periods
odata types
odocument series
•data calculations and transfers, such as:
oinput template calculation (ITC)
ointernal data transfer (IDT)
otransfers form other applications
•Clausion Dynamic Reporting for FPM
Currently, the following features are available only in the Clausion FPM Desktop Client:
•Admin user's system management views, for example, account management, unit management, counter entry rules, currency rates
•Periodizing based on selected values on input templates
•Some options when opening a template, for example, filtering by extra field
•Options for viewing drill-down data
•Images and graphics on templates