Using the Transfer to Financial Planning utility

The Transfer to Financial Planning utility provides administrators a way to map and transfer data from Axiom Management Reporting and Axiom Rolling Forecast systems to Axiom Financial Planning. The form-based utility replaces the Excel-based Transfer from Operating Budget and Transfer from Rolling Forecast utilities. The new utility is available from the Fin Plan Admin task pane.

The transfer utility includes all the functionality in the former utilities but presents it in a user-friendly wizard that walks you step-by-step through the process of selecting, mapping, verifying, and transferring data, and also provides the option to build plan files after import.

The transfer utility has four main processes:

1. Configuration – Select the time periods, data sources, and data to be transferred. Select the data source for each Axiom Financial Planning input year. These are selected from Management Reporting or Axiom Rolling Forecast tables associated with a selected year.
2. Mapping and Validation – The utility checks code mapping for mismatches and presents warnings for any found and allows you to make corrections before continuing.
3. Models and Node selections – Select which nodes to include and which models to save data to, and the desired node types.
4. Finalize and submit – Select whether to create nodes on submission or to not create nodes if you want to add data from another source and build the nodes later. Click Submit when ready to transfer data.

To get started, see Select years, sources, and data.