Tech Talks After Hours: CPMx GAAP PV900-SV100 – Activating Functionality

On this Tech Talks After Hours, discover how CPMx GAAP PV900-SV100 accelerates implementation and time to value with pre-built reports, planning methods, and flexible metadata activation—without the need to dive into complex rule files.

Key Topics Covered

• CPM Express positioning: an implementation accelerator and phase-one starting point — not a reference application (that is CPM Blueprint), not a final destination, and not a product in itself; clients can always build further on the OneStream platform
• CPM Express Toolkit on Solution Exchange: the downloadable toolkit includes the foundational application plus all methodology pieces — design guides, configuration guides, and 'watch out for this' documentation — as well as an implementation training course with 15 hands-on exercises
• Summary-level account structure: the core pre-built chart of accounts that underpins all CPM Express functionality, enabling pre-built reports, planning methods, and calculations — clients extend below this structure with their own corporate account detail
• Three dimensions that activate functionality: entity dimension, scenario dimension, and account dimension each use text property key-value pairs to switch on pre-built calculations without touching rule files
• Entity dimension — Text 1 (retained earnings and CTA): specify the retained earnings roll-forward account using 'RE=' and the CTA account using 'CTA=' — if text is absent the rule skips that calculation; parent entities with auto-translate also require these values
• Entity dimension — Text 2 (DiscOps and Held for Sale): entering 'DiscOps' or 'HeldForSale' (exact syntax, no spaces) activates discontinued operations or held-for-sale treatment; effective dating allows the flag to start in a specific period rather than restating history
• Scenario dimension — seeding configuration: Text 1 key-value pairs specify where the planning framework seeds data from — no-input periods (actuals months) can source from actuals, while plan periods can source from a prior forecast such as Forecast M2, enabling rolling forecast workflows
• Account dimension — Text 1 (cash flow mapping): pipe-delimited values map each balance sheet account's flow activities (BegBal, EndBal, activity excluding FX) to specific target cash flow line items in UD6, including a sign-flip indicator; the cash flow dimension can be simplified or replaced to match client needs
• Account dimension — Text 2 and 3 (retained earnings roll-forward and equity method): Text 2 specifies the retained earnings beginning balance roll-forward account for multi-cube or extensibility scenarios; Text 3 tags accounts as 'investment' or 'equity' to activate the investment method in the translate consolidation rule
• Account dimension — Text 4 (intercompany re-class for DiscOps): when an entity is flagged as DiscOps, intercompany balances must move to a third-party account; Text 4 on the relevant IC accounts specifies the destination re-class account, with the movement executed via a UD7 data type member formula
• Account dimension — Text 8 (currency override): tags specific balance sheet accounts that require a currency override calculation, triggering laser-focused rule processing only on those tagged accounts rather than running against the full account population
• Configure vs. code philosophy: all CPM Express functionality is controlled by text property values that vary by scenario type and time period, giving administrators visibility through grid view and the flexibility to change behavior without editing rules — security ensures only admins can modify dimension properties
   

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Tech Talks After Hours: CPMx GAAP PV900-SV100 – Activating Functionality