Thanks that is much better than what is in the current Wiki
Good that associating locations and departments is there, too, as it is not enough to have them separately.
More over both need to be for an entity which must also exist. (Having OBS structures called Locations and Departments is not enough)
IHMO a few suggestions would make it even better
If the WIP and Investment classes are required they should be listed as prerequisite.
It says
A company profile must exist
I have not seen a system yet where Companies are used so this requirement should be clarified
It says
To process financial transactions
that means that if the projects are no financially enabled any entries where these requirements are not met will stop in Transaction post to financials with an error status.
I think I also means that XOG transaction will error out if the financial attributes do not have values and if they do there will still be errors because the project data does not match.
The financial attributes are also required in manual entry pf transactions (if I recall correctly.
In this context it were also good to clarify which of these requirements apply for creating financial plans and getting them updated (actuals)
Finally there are also requirements for the user and resource to enter, view and edit the project financial data.
Currently there are financial rights and it used to be that the for some functionalities in this area the resource needed to be financially enabled (according to the documentation)
The link in the post of Chris points to this thread and not to the article itself.
If you wnat to promote flipboard should the link not point to Flipboard and not to Cookbook?