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RobDessureault

OneStream Employee

Joined 4 years ago

220 Posts13 Likes3 Solutions

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-- START HERE -- Links to the "Key" KB articles -- Tax Provision
Here is a list of "KEY" KB articles with links. Many of the below KB articles contain links to other KB articles. Summary of the Tax Provision Functionality by Version What Types of Tax Pro...
10 days ago Place OneStream Tax Provision Articles
Start a Project
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Summary of the Tax Provision Functionality by Version
Below are the versions of Tax Provision with it's associated functionality. There is an attached zip file that has all the Release Notes for each version. Note: Tax Provision Blueprint is not a...
10 days ago Place OneStream Tax Provision Articles
Guides
Partner Onboarding
Start a Project
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Tax Provisioning Blueprint Overview - PV7.4.2 SV100
The following Blueprint is compatible with OneStream Platform v8 and will be moving to OpenPlace in July of 2024. The OneStream Tax Provision Blueprint provides a framework to streamline the tax ...
10 days ago Place OneStream Tax Provision Articles
Guides
Partner Onboarding
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Remove the Word "Blueprint"
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 457. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" This informa...
27 days ago Place OneStream Tax Provision Articles
Dashboards
DB Objects
Guides
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Re: Loading Annotations Only via a Workflow
I create a post where I did just this. It was many years ago, so not sure if it still works in the current version of OneStream. https://community.onestreamsoftware.com/discussions/WorkflowDI/loadi...
2 months ago Place Workflow and Data Integration
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Re: Interactive prompt
I looked at one of the Planning dashboards in the GolfStream app and came up with the following solution for my clients app. Here is what the process looks like: Summary: Rather than the Copy b...
6 months ago Place Rules
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Bug - Report 05c (Sch 02) and 05d (Sch 02) - Wrong Year Parameter
This relates to release PV7.3.0 SV100. You will need to apply this fix to the OpenPlace solution. Issue: The first two rows in each of these two cube views (05c Sch 02 Nat Consol_TXP and 05d ...
7 months ago Place OneStream Tax Provision Articles
bug
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Re: Loading Annotations Only via a Workflow
If you need to migrate cell text from on app to another, consider using this process. Export the cell text to a ".csv" file. Open up that file in Excel. Save the file as a normal Excel file. Crea...
7 months ago Place Workflow and Data Integration
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Re: Loading Annotations Only via a Workflow
I'm able to import and load cell text (V#Annotations) through an Import workflow profile. Please note that cell text can be entered into any POV (including parent members). Depending on how you are...
7 months ago Place Workflow and Data Integration
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Workflow Profiles Setup - Actual & Forecast
Attached is a 4 tab Excel file. Two tabs describes how Workflow Profiles for Actual and Forecast have been configured. One tab shows the questions that you would walk through to determine what type...
8 months ago Place OneStream Tax Provision Articles
Workflow
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OneStream Tax Provision
OneStream KB articles that are meant for everyone to see.
10 days ago176 Posts