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Solution Architecture

Solution Architecture

This section provides a brief overview of the components of the Budget Planning solution. Each component is further broken down in greater detail in the next section, Solution Components.

The Budget Planning solution makes use of an InfoPath form, a SQL Server database, the ADUserDataWS, SPRouting, and SQLXML Adapter FPCs, Microsoft Office SharePoint Portal Server 2003, an Excel 2003 data rollup tool, and a Word 2003 smart document to automate the FabriKam budget planning process.

The following figure describes the components of the solution:

Figure 1. The Budget Planning Solution

The solution has an InfoPath form to capture department and project budgetary information, with department target data being drawn from the Finance database. Once the budgetary information is captured, the form is submitted to a department form library in the Finance SharePoint site, where it is to be reviewed and approved by the division director and division VP. After the final approval, the form's budgetary data is submitted back to the Finance database using the SQLXML Adapter FPC class. The finance controller uses the data rollup tool to view a summary of approved budgetary data, which is pulled from the Finance database. The same approved budgetary data is pulled into a Word 2003 smart document, which is reviewed and edited by the department manager (the initiator) to create a monthly variance report.

 

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