What do I need to get started?

Make sure you have the following apps in your main menu

  • Customers

  • Documents

  • Enterprise Budgets

  • Production Schedules


Please contact us if any of these apps are not in your account.


A few requirements to get started:

The customer portfolio must have the farm boundaries defined.

Please make sure the customer you are working on has a Farm defined.

See our Farm Map help documentation for further assistance.

There needs to be an Enterprise Budget for each of the commodities produced on the farm

A key component to a financial resource plan is calculating the income and expenses associated with the different types of production on a farm. Production planning uses our versatile Enterprise Budgets. Before creating a FRP, please prepare the relevant budgets in your Enterprise Budgets app.

See our Enterprise Budgets help documentation for further assistance