Assumptions:

• Using FMW
• FMW has been implemented and configured
• Create hierarchies and views to facilitate budgeting and report writing processes
• Can be done either centrally (i.e. corporate) or decentrally (i.e. division, department)

• Budgeting:
• Selection budget version and editing view
• Add notes where appropriate to document budgeting requirements for a specific item (i.e. formulas, considerations, etc.)
• Create budget for each element combination (ex. Company/Department/Account) and distribute over required time frame

• Financial Statements:
• Create financial statement report (i.e. Balance Sheet, Income Statement, Cash Flow)
• Define control information
• Security (if required)
• Cosmetics (i.e.  font styles, logos, shading)
• Define page specifications
• Selection criteria
• Layout
• Printing
• Distribution
• Define report components
• Header / Footer
• Rows
• Columns
• Drill down levels
• Cells
• Assign reports to folders (i.e. Financials, Management, Operations)

• Execute report either on a predefined schedule or on demand

• Provide FMW Viewer to all end users for access to reports