Admin Runbook

Monthly maintenance checklist, version management, planning methods, and troubleshooting

Module 4Admin & Extensions20 min

📖 Tell Ongoing Administration What IFP model administrators need to do every month, every planning cycle, and how to troubleshoot common issues.

👁 Show Instructor Review Facilitator walks through the monthly checklist and explains the dependency between each task.

✅ Do Monthly Checklist Practice Using the monthly checklist, identify which tasks have dependencies on each other. In what order must they run?

Monthly Checklist

Admin — manage source to planning departments page — source department list at top, department mapping grid below with unmapped KPI and Create Departments button — Source-to-Planning departments dashboard — source departments from the HR system (loaded via ADO) are mapped to planning departments; new planning departments can be created on the fly; the Unmapped KPI must reach zero before publishing

Update Current Period in Model Settings → Time (all 4 models)
Run ADO pipelines — refresh hierarchies, flat lists, attributes, actuals, and FX rates
Review Admin model for any unmapped new departments, entities, or accounts from source systems

Planning Cycle Checklist

Update time ranges if planning horizon has changed
Update versions list with any new versions
Run version-to-version copy actions to seed new versions from existing data
Review all Administration pages — planning methods, account settings, BS/CF mappings
Run FIN – Import from HC Model (after HC updates)
Run FIN – Import from CapEx Model (after CE updates)

⚠ Version Names Must Match Across All Models

Version names must be identical in Admin, FP, HC, and CE. A mismatch causes incorrect variance calculations. If variance reports look wrong, check version mappings in all Manage Versions pages first.

Version Management

Location: Administration → FIN/HC/CapEx – Manage Versions
Map each native version to the custom comparison version list
Enable custom comparison versions via Override = TRUE in SYS by Version Variance Comparison
Run version copy actions before planners enter data in new versions

Troubleshooting Quick Reference

Symptom	Most Likely Cause	Fix
Blank dashboards	Mappings missing or selective access	Check Admin mapping pages; check user roles
HC costs not in FP	GL account mapping or import not run	Check HC – Update Mappings; run FIN – Import from HC Model
CapEx not in FP	Mapping or import not run	Check CapEx – General Admin; run FIN – Import from CapEx Model
ADO load errors	Source file format change	Validate source file; check ADO link mappings
Incorrect variances	Version mapping error	Check Manage Versions in all models
Planning grid empty	Dimensional selector at parent level	Set selector to leaf-level member
BS not balancing	Balancing Routine not run or new accounts unmapped	Run Balancing Routine; check cash offset and CF mappings

💡 Root Cause Rule

Most IFP issues stem from missing or incorrect mappings in the Administration pages. When something doesn't work, start there.

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