Onboarding tasks for Financial Planning and Close & Consolidation

Disclosure Management is a cloud-native disclosure management platform designed for preparing, managing, and submitting regulatory filings and financial disclosures. It integrates directly with Microsoft Word, Excel, and PowerPoint via Office add-ins and uses SharePoint as its underlying document store. This next-generation disclosure management solution supports end-to-end narrative reporting workflows and includes built-in XBRL tagging capabilities to help ensure compliance with applicable regulatory standards.

Task 1: Explore the home page

The Home Page is the main dashboard after login, organized around streamlined business process navigation. 

The Home Page contains the following elements:

  • Explorer (left sidebar) - Categorized process components in Drive, Modelling, Governance, and Search sections
  • Overview - User's assigned activities and tasks
  • Favorites - Quick-access bookmarked pages
  • Activities - Tree-structured view of cycles and activities
  • Header - System tools (notifications, help, workspace controls) and action-specific options
  • Page Details - Main content area showing selected object information

The layout supports both configuration tasks (Drive, Modelling, Governance) and day-to-day work (activities, tasks), with context-sensitive headers and actions based on what you select.

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Task 2: Tour the workplace explorer

The Workspace Explorer is the primary navigation panel for accessing workspace objects. Populate it by creating objects under each module.

  • Switching Workspaces - Click the Workspace User icon, select Switch Workspace, navigate to your desired workspace, and confirm.

  • The Space Explorer organizes workspace components into:

    • Process - Defines and manages business processes
    • App - Builds application components and configurations
    • Data Hub - Manages master data and data integration
    • Governance - Controls security, monitoring, and connections
    • Admin Central - Accesses workspace administration and user management
    • Workspace Settings - Configures workspace-level options

  • Navigation Pattern: Select a module, click the plus (+) icon to expand components, select a component, and view its details in the Page Details area.

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Task 3: Learn about processes

A Process is a consolidation of business scenarios, each defining a business outcome and the steps (inputs, reports, calculations) needed to achieve it. The system automatically generates data flows, models, and business rules based on these steps.

Understand processes

Organizational Structure

  • Tasks - Individual units of work (manual or automated)
  • Activities - Groups of tasks assigned to user groups
  • Workflow - Sequence of activities orchestrating the business outcome

Four Core Purposes

  • Business Reference Models - Adapt existing scenarios from 100+ reference models rather than building from scratch
  • Scenario Management - Create, enhance, and manage scenarios with versioning and approval workflows
  • Process Alignment - Share scenarios and rules with business users for consensus
  • Activity Flow - Use the workflow designer to orchestrate tasks and activities, then publish for execution

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Task 4: Create snippets

Snippets are interactive, real-time data presentations that allow users to view, input, filter, and share data from Financial Reporting and Close & Consolidation. They adapt dynamically to specific needs and support multiple purposes: data entry, visualizations (charts/graphs), report sharing, and offline access.

To create a snippet

  1. Select a sheet, standard model, or virtual model in the Explorer
  2. Click the Snippets icon and choose a type: Report, Visual, Input, Control, or OData
  3. Configure Name, Title, and Privacy settings
  4. Organize fields by dragging them to Rows, Columns, or Filters sections
  5. Apply member filters as needed (using Filter icons)
  6. Click Refresh to preview, then Publish
  7. For Visual snippets, convert between chart types and apply styling

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Task 5: Understand sheets

Sheets are an adaptation of Excel sheets, accessible through the web platform. They provide a tabular format for capturing, displaying, and manipulating data using rows and columns, creating an environment familiar to Excel users.

To create a sheet

  1. Navigate to a functional area in the Explorer and click the plus icon to create a Sheet
  2. Add dimensions from the Fields pane and drag them to Rows, Columns, or Filters
  3. Configure selections (Context-based or Fixed Member) for each dimension
  4. Add calculated members by clicking the f(x) icon, defining formulas, and refreshing
  5. Enable consolidation rules from the Options section if needed
  6. Publish to save

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Task 6: Implement the 365 or Google Sheets add-In

Extend the platform into Excel and Google Sheets for creating templates, entering data, and generating reports.

Excel Add-in:

  • Install: Home > Add-ins > Get Add-ins > Search Microsoft Store
  • Works on Desktop Excel 2016+, Microsoft 365, Online Excel; Windows and iOS

Google Sheets Add-in:

  • Install: Google Workspace Marketplace > Search and Install
  • Launch: Extensions > Financial Planning and Close & Consolidation > Sign in (username, ISW SSO, or non-ISW SSO)

Both add-ins eliminate Excel's limitations while preserving spreadsheet familiarity.

Office 365

 Implementing Office 365 Online Add-In

365 Add-In

Google Sheets

Implementing Google Sheets Add-In 

Google Sheets Add-In

Task 7: Review language settings

If you are a workspace admin or workspace owner, you can enable multi-language functionality for your workspace.

To enable multi-language

  1. Navigate to Admin Central > Settings > Multi-Language Settings
  2. Enable Multi-Language, select primary language and additional languages
  3. Save

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