Creating and Configuring Directory Structures

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

Editing the Properties of the General Ledger

Creating and Configuring Statistical Ledgers

Creating and Configuring Subledgers

Creating and Configuring Schedules

Creating and Configuring Directory Structures

Lease Accounting

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

Directory structures are workspaces that are used for creating and editing elements such as apps, scripts, or Lucanet.Excel-Reporting files.

In the Workspace configuration, you can create any directory structures and individually configure which elements can be created within a directory structure.

In the Overview, each directory structure is displayed in the folder as a workspace in which it was created.

Customers who have already used directory structures in Lucanet.Financial Client, can view and edit all directory structures created there in the CFO Solution Platform.

To create a directory structure:

Right-click the root folder or a folder in the Workspace configuration and select Create | Directory structure from the context menu. The Create Directory Structure dialog is displayed:

Displays the 'Create Directory Structure' dialog. — Creating a directory structure

Enter the name of the directory structure.

Click Save.

Directory structures can only be created below the root folder or a folder. Creating directory structures below other element types is not possible.

To configure a directory structure, click the name of the directory structure in the tree view and then at the top right click Edit to open the editing mode:

Displays the detail view of a directory structure in the edit mode. — Editing a directory structure

If necessary, use the Elements tab to define which elements can be created in the directory structure. The available object types are described in the following section.

The following object types can be enabled in a directory structure.

Element	Description
App	Used to create an app as a functional extension of the Lucanet software. Currently, the app for Reclassification of profit or loss from previous periods in reporting entitites is available.
Connection	Used to create connections that contain connection information for SQL databases
Script	Used to create scripts (see Creating and Executing Scripts)
Lucanet.Excel-Reporting	Used to create Excel reports within Lucanet.Excel-Reporting
Folders	Used to create folders
Workflow	Used to create workflows to automatically execute executable elements such as scripts, or data imports into Lucanet.Financial OLAP Server in a fixed sequence. Note: (Currently, this object type can only be created but cannot yet be used.) The use of a workflow will only be available with a later version of the CFO Solution Platform.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB8449894

Last updated on May 1, 2026

Overview

Creating a Directory Structure

Configuring Directory Structures

Available Object Types

Creating and Configuring Directory Structures

Overview

Creating a Directory Structure

Configuring Directory Structures

Available Object Types

Table of Contents

Company

Legal Notice

Creating and Configuring Directory Structures

Overview

Creating a Directory Structure

Configuring Directory Structures

Available Object Types

Table of Contents

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Company

Legal Notice