Complete data settings
When Reaforce is used as the source system, the link should be defined between the Financial Plan and the relevant Reaforce projects.
To do this, go to Source data – Reaforce in the navigation menu and click the Settings button  at the top right of the screen.
In the slide-in, the Global Administrator selects then the appropriate publication categories and publications per project type (Land projects, Construction projects and/or Building projects).
Under the publication categories a choice can be made for:
N/A: no Reaforce project for this project type will be made available for import.
Period report or Phase Report: this is the publication category that will be made available for import for this project type, after which a specific publication will be selected from the picklist.
Note:
For construction projects there are no Phase reports available.
Under the import preferences, you can optionally select the following by selecting the check boxes:
Allow users to select other publications when importing. Here, one can also decide to allow Free Publications or not.
When opted for this, users are allowed to choose an alternative category and/or publication when they are in the source data Reaforce screen.
If the selected publications are not available, use the most recent.
When opted for this, the system automatically selects the most recent publication from the selected category if the pre-defined publication is not available.
Slide-in: Create a Financial Plan
When RE Assets is used as the source system, the link should be defined between the Financial Plan and the relevant RE Assets objects.
To do this, go to Source data – RE Assets in the navigation menu and click the Settings button  at the top right of the screen.
In the slide-in, the Global Administrator selects then the appropriate year and publication.