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Client Data

This section contains information about configuring client-specific settings for each client.

You can configure the objects, dimensions, and structures you need for planning and reporting and you can also manage the planning versions. In a multi-company setup with consolidation and multi-currency handling, you configure and maintain many of the client-specific settings here.

The Search field can be used to search for specific client data. The search will perform a "contains" search of the word/letters that you enter in the field.  

Two buttons display to the right of the Search field:

  • client_setup_html_object_overview_icon  Opens the Object Overview

  • client_setup_html_add_clientdata_icon  Add client data

To open a specific object or spreadkey,select the title from the list.

The following client data are available in the Client Data Menu:

client_setup_html_menu

This section contains the following subsections:
Published:

Client Data

This section contains information about configuring client-specific settings for each client.

You can configure the objects, dimensions, and structures you need for planning and reporting and you can also manage the planning versions. In a multi-company setup with consolidation and multi-currency handling, you configure and maintain many of the client-specific settings here.

The Search field can be used to search for specific client data. The search will perform a "contains" search of the word/letters that you enter in the field.  

Two buttons display to the right of the Search field:

  • client_setup_html_object_overview_icon  Opens the Object Overview

  • client_setup_html_add_clientdata_icon  Add client data

To open a specific object or spreadkey,select the title from the list.

The following client data are available in the Client Data Menu:

client_setup_html_menu

This section contains the following subsections:
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