Create a Project Plan

Once you decide which products you will be implementing, and have pulled together your team, you need to make a plan. Most full implementations of HFM take between five and eight months. During the first month, you establish your requirements and design. The installation, administrator training, and a change control process meeting should also happen during the first month. The second and third month will be focused on build activities. If you are not certain about your design, you can plan for a conference room demonstration or proof of concept. During this time the team will develop rules, create structures (often called metadata), and build reports.

Data should be loaded into HFM as soon as possible. It is important to ...

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