AX2187

On-demand file groups

On-demand file groups allow end users to create new plan files on-the-fly. This feature is intended for planning processes where the list of plan codes is not predefined.

For example, planning processes such as budgeting and forecasting use a predefined list of plan codes, such as departments or divisions. In this scenario, an administrator creates plan files for all of the plan codes at the start of the process, and then rolls them out to end users such as department managers. Departments may be added or removed over time in response to organizational changes, but this process is managed by an administrator, not by end users.

Other planning processes such as capital project planning or strategic planning may not have a predefined list of plan codes. In this scenario, you may want users to be able to create plan files for new capital projects or new strategic initiatives as the need arises. If the file group is an on-demand file group, users can click a button to add a new file to the file group. Behind the scenes, Axiom Software generates a plan code and adds it to the plan code table, and then creates the plan file.