Create Journal

To display the Journals toolbar and create a new blank journal:

1. In the OneStream app, click the OnePlace tab.

2. Click Workflow to expand.

3. Click the existing Workflow Profile to change it if necessary.

   1. In the Select Workflow View dialog, click the Workflow Profile tab and make a selection.

   2. Click the Scenario tab and make a selection.

   3. Click the Year tab and make a selection.

   4. Click OK.

4. Expand the period tree, locate the time period, and click Journals.

   

5. On the Journals toolbar, click Create Journal.

6. In the Journal Properties editor, under General, type a name for the new journal.

7. Under Journal, set properties as needed.

8. Under Point of View, set properties as needed.

9. Click Save. The new journal is added to the Journals pane to the right of the journal properties section.