Consolidation project

In order to consolidate different financial projects, add a Consolidation project. A consolidation project is a financial project without a Trial balance (a financial project without figures).

You add a consolidation project the same way you add any financial project to which consolidation applies. When you add the consolidation project, specify that it is a financial project for which consolidation applies.

Next, link the financial projects to the consolidation project in the consolidation structure. With this, during consolidation you merge the trial balances from the linked financial projects in the consolidation project.

In the consolidation structure, you specify which financial projects you are consolidating in a consolidation project. You can enter a structure immediately after adding a financial project. You can add the consolidation structure later on, for instance if you have not yet added all financial projects.

To add a consolidation structure for a consolidation project:

1. Go to: Financial / Reporting / Reporting cockpit.
2. Select the consolidation project.
3. Click on the action: Consolidation structure.

   You see the selected Consolidation project on the right and all available financial projects on the left.

4. Drag the financial projects from left to right.

   This links the financial projects to the consolidation project. Linking the financial projects consolidates them into the consolidation project.

   You can unlink a linked financial project by selecting the project in the left part of the window and then pressing the Del (Delete) key.

After you have linked all financial projects to be consolidated to the consolidation project, you can start the consolidation.