Create a new file group

The Create New File Group utility automatically creates a new file group by copying specified tables and saving the drivers. When you create a new file group, the system automatically changes the FP_NextYear file group alias.

To create a new file group:

1. In the Fin Plan Admin task pane, in the Administration section, click Create New File Group, and double-click Create New File Group - Next Year.

   

2. In the New File Group Year field, type the year to assign the new file group, and click Next.
3. In the General Properties dialog, click Finish.

4. The system displays a warning prompt that lists the tables it will not create as part of the new file group. To continue, click OK.

   

5. The system then displays a list of the tables it will create as part of the new file group. To continue, click OK.

   

6. The system displays a confirmation prompt that the file group saved successfully. Click OK.

7. In the Edit File Group dialog, to continue creating the file group, click OK.

   IMPORTANT: If you click Cancel, the system will not create the file group.

8. Close and then re-open the Fin Plan Admin task pane.