RobDessureault
Contributor II

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 434.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" 

Miscellaneous Information

Display Settings

OneStream and MarketPlace solutions frequently require the display of multiple data elements for proper data entry and analysis. Therefore, the recommended screen resolution is a minimum of 1920 x 1080 for optimal rendering of forms and reports.

Package Contents & Identifiers

The package file name contains multiple identifiers that correspond with the Platform. OneStream strongly discourages renaming any elements contained in a Package in order to preserve the integrity of the naming conventions.

Example Package Name: TXP_PV7.3.0_SV100_PackageContents.zip

RobDessureault_0-1708531169984.png

Component Naming Conventions

Apply the following naming conventions to the appropriate Tax Provision Blueprint components to ensure consistent, unique identifiers:

Start all names with TXP_ in the following categories:

  • Metadata names (Scenarios, Accounts, Flow, UD1, UD2, UD3, UD4, UD7 and UD8)
  • Business Rules
  • Form Template Groups
  • Form Template Profiles
  • Transformation Rule Groups
  • Transformation Rule Profiles
  • Data Sources
  • Confirmation Rule Groups
  • Confirmation Rules
  • Confirmation Rule Profiles
  • Data Management Groups
  • Data Management Sequences
  • Data Management Steps

Start all names with XFW_  and end with _(TXP) in the following categories:

  • Cube View Groups
  • Cube View Profiles
  • Workflow Profiles

End all dashboard objects with one of the following so that you can import the objects into another application without overwriting any other objects:

  • (TXP)
  • _TXP
  • (TXPT)
  • (TXPS)

 

Version history
Last update:
‎03-20-2024 01:24 PM
Updated by:
Contributors