Assign Mandatory Roles in Partition

• ADMIN

  • Manage Dashboards

• LARGEDEALOPTIMIZER

  • Administer Plans

  • Edit Plans

  • Manage Plans

  • Manage Plans' Calculation Logics

• WORKFLOW

  • Manage Workflows

  • Manage Workflow Logics

• PRICEBUILDER

  • Manage Calculation Logics

• MASTERDATA

  • Administer Price Parameters

Run Deployment from PlatformManager

1. Access PlatformManager at https://platform.pricefx.com/ and log in with your account or using O365.

2. Go to Marketplace > Accelerator Packages.

3. Find VELO.

4. Click 'Deploy'.

   Open

   

    

5. Select your partition from the dropdown list and click ‘Deploy’.

   Open

   

    

6. Dashboard connection:
   Select dashboards which you want to include into the Plan Type ‘General’. You can remove the dashboards if you do not want to include them to this deal plan.
   If PlatformManager shows two default dashboards for Accelerator such as: VELO_CommonDealDriver_Dashboard and VELO_DocumentCompliance_Dashboard, you should not remove them.

    

7. Select ‘Continue’ and wait for completion.

    

8. The deployment is complete.

Configuration

For details see:

• Value Estimator part: Value Estimator Configurations

• LargeDealOptimizer part: VELO - LargeDealOptimizer Configuration