CloudBudget 3.0
  • CloudBudget 3.0
    • 1. Installation Guide
      • 1.1 Installation
        • 1.1.1 Package Installation
        • 1.1.2 Permission Sets
        • 1.1.3 Setting up an access to the app
        • 1.1.4 Enable new LWC security system
        • 1.1.5 Generate Mock Data
        • 1.5 Analytical Data
      • 1.2 Integration
        • 1.2.1 Org Variable Setup
        • 1.2.2 Init Wizard
          • 1.2.1.1 Mapping Analytical Data - Financial Force
          • 1.2.2.2 Mapping analytics for Accounting Seed
    • 2. System Admin Guide
      • 2.1 Org Configuration
        • 2.1.1 Checking Analytical Data Mapping
        • 2.1.2 Analytics labeling and tab overrides
        • 2.1.3 Adding a new user
        • 2.1.4 Sharing rules
        • 2.1.5 Approval process Flow
        • 2.1.6 Naming Budget lines Flow
        • 2.1.7 Currency Flow
      • 2.2 Modeling Rules
        • 2.2.1 Modeling Rule
        • 2.2.2 Modeling Rule Creation/Removing
        • 2.2.3 Modeling Rule templates
          • 2.2.3.1 Templates for Accounting Seed
            • 2.2.3.1.1 Budget Lines - Cube
            • 2.2.3.1.2 Transactions - Cube
            • 2.2.3.1.3 Move Base 2022 to Rolling Forecast
            • 2.2.3.1.4 Rolling Forecast. Update plan with actuals
            • 2.2.3.1.5 Mass Update mode
          • 2.2.3.2 Templates for Financial Force
            • 2.2.3.2.1 Budget Lines - Cubes
            • 2.2.3.2.2 Move Base 2022 to Rolling Forecast
            • 2.2.3.2.3 Rolling Forecast. Update plan with actuals
            • 2.2.3.2.4 FF Reporting Balance - Cube
            • 2.2.3.2.5 Reporting Balances 2022 to Budget Lines 2023
            • 2.2.3.2.6 Mass Update mode
        • 2.2.4 Mistakes and their solution during the setup of Modeling Rules
      • 2.3 Reporting
        • 2.3.1 Report Configuration (Auto Report)
        • 2.3.2 Report Configuration (Manual Report)
      • 2.4 Styling
        • 2.4.1 CB Styles
        • 2.4.2 Styling subclusters
      • 2.5 Task Manager
        • 2.5.1 Task Queue Setup
    • 3. Guide for Fin Admin
      • 3.1 Budgeting
        • 3.1.1 Budget Lines
          • 3.1.1.1 Approval Process
          • 3.1.1.2 Using formulas
          • 3.1.1.3 Budget Allocation
          • 3.1.1.4 Excel Mirror
          • 3.1.1.5 Forecast
          • 3.1.1.6 Excel Backup
          • 3.1.1.7 Additional features
        • 3.1.2 Non-Financial Libraries
        • 3.1.3 Cluster Rules
        • 3.1.4 Calculation Rules
      • 3.2 Modeling Rules
        • 3.2.1 Data Recalculation
          • 3.2.1.1 Update Reports
          • 3.2.1.2 Update Forecast Data
      • 3.3 Reporting
        • 3.3.1 CB Reports
        • 3.3.2 Standard SF Reports
        • 3.3.3 Dashboards
    • 4. User's Guide
      • 4.1 Budgeting
        • 4.1.1 Budget Lines
          • 4.1.1.1 Using formulas
          • 4.1.1.2 Budget Allocation
          • 4.1.1.3 Forecast
          • 4.1.1.4 Additional features
          • 4.1.1.5 BM Configurations Tree
      • 4.2 Reporting
        • 4.2.1 CB Reports
        • 4.2.2 Standard SF Reports
        • 4.2.3 Dashboards
    • 5. Implementer's Guide
      • 5.1 Installation the package
      • 5.2 Determination of the budget structure
      • 5.3 Definition the analytics
      • 5.4 Creation/integration all necessary objects
      • 5.5 Org setup
        • 5.5.1 Multiply Currency (Optional)
      • 5.6 Create the budget into CloudBudget 3.0 interface
      • 5.7 Work with transactions
      • 5.8 Preparing data for reports
      • 5.9 Generate reports
      • 5.10 SF Report and Dashboard
      • 5.11 Creating a new user
      • 5.12 Setting up data access
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  1. CloudBudget 3.0
  2. 4. User's Guide

4.1 Budgeting

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4.1.1 Budget Lines
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