Post-Generation Checklist

From raw generation to model readiness — the complete post-gen checklist

Module 2Configuration Workshop45 minReference

📖 Tell Why Post-Gen Matters Generation produces a working skeleton — but significant configuration is required before planners can use it.

👁 Show Instructor Demo Facilitator opens a freshly-generated app and walks through the first 4 checklist items live.

✅ Do Checklist Review Work through the full checklist and flag any items where you'd need help or more detail.

⚠ ⚠ Known Broken ADO Links — Fix These First

The following ADO links are documented as broken or missing out of the box. Create these manually before any data loads:

Financial Planning: Vendor Hierarchy
Headcount: SYS by J2 Job · SYS by J3 Job · SYS by J4 Job (no link generated) · Job Grade

Use the ADO manual setup steps in the Configuration Guide to create them.

IFP back-end information — time settings rolled to 2026 with 6+6 forecast period, spoke model mapping reminder for CapEx and HC models, and ADO data movement notes — Post-generation priorities — roll calendar to current period (6+6 shows better than 9+3), map CapEx and HC spoke models to your copy so data flows correctly into the FP hub, then configure ADO or load mock data for demos

Required Tasks

1. Review Generation Logs

Review PAF configuration logs for failed modules or line items
Create any missing model elements manually using the template model as reference
Verify no blank action mappings exist
Run all validation actions and resolve errors

2. Time Settings (all models — must be consistent)

Model Settings → Time: set fiscal year start month, current period, past/future years
Set current period to July for demo environments — gives 6+6 forecast that displays well on screen
All 4 models must have the same current year and current period

3. Version Alignment (all models)

Create all required versions (Current Forecast Base, AOP Base, Prior Forecast, etc.)
Set switchover dates for all versions
Version names must be identical across all models
Map versions in FIN – Manage Versions, HC – Manage Versions, CapEx – Manage Versions

4. Spoke Model Mapping

Map the HC model to your workspace copy
Map the CE model to your workspace copy (if deployed)
Without this, data cannot flow from HC/CE into FP

5. Placeholder Row Detail List Members

FP: add placeholders to Row Details – OpEx list
FP: add placeholders to Row Details – Allocation list
CE: add placeholders to Row Details – Asset list
CE: add placeholders to Row Details – Disposals list

6. UX Fixes

Fix	Pages Affected
Set page context to top level (not leaf)	Admin source-to-planning pages, HC map jobs to departments, BS manage cash offsets, OpEx allocation rule definition
Check grid filters generated correctly	All planning input pages
Verify correct line items shown/hidden	All planning grids — suppress check
Fix KPI card scaling (thousands/millions)	IS report, BS report
Fix form action fields	BS intangibles, BS investments, BS joint ventures, BS leases, HC job metadata
Reorder app categories (alphabetical → custom)	All app categories
Fix navigation links on landing page	Home/landing page
Check page selector order matches template	All pages with selectors

7. Delete DEMO Actions

Any action prefixed with "DEMO" is for manual data validation only
Delete after generation — or after validating data loads

8. Build ADO Pipelines

See Data Load via ADO for complete step-by-step instructions.

Common Issues 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

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