Before installing, decide if you will build Planning directly in the Production OneStream application or in a separate Development OneStream application. This section provides some key considerations for each option.
Use the Production Application
The primary advantage of building Planning in a Production application is that you do not have to migrate the resulting work from a Development application. However, we do not recommend this location because making application design changes in production is risky.
NOTE: We strongly recommend that you implement Planning in the Development environment with a fresh copy of the Production application before starting work.
Use the Development Application
As a best practice, build your Planning solutions in the Development OneStream application using the following procedure:
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Ensure all the OneStream artifacts relating to Planning such as Workflow Profiles and Entities are in the Production application.
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Copy your Production OneStream application to your Development environment and rename it. This Development version will be used for your Planning project.
