Workflow in planning

Hi all

I'm new on the schedule.

Can someone explain to me what is workflow and how it works.

Thank you.

Hello

Workflow is an extra layer of security, I would say. Which would contribute to the easy control of the budget process & projected figures on the scenario you want to activate workflows.

So, it would help analysts will their reviewers always for the study of numbers, so whenever you feel that your figures are correct, then you can promote these figures for comments and approval. It would also help the comments to choose replacing examiners to review their numbers carried forward in their absence with delegate workflow functionality.

Has (Analyst / FP & A) submit numbers, run the rules and feel that they are correct, then promote the numbers of these accounts or entities to their examiner B, now B would get a warning message asking for the review of the figures presented by their analysis, if B sounds right on the numbers, then it would encourage them to turn their heads or comments , or if it is the final approver while he would signoff, which means a final number.

So with this you can have several review & promote levels that helps get the correctness on the financial figures.

Workflow would entity and any other secondary dimension, workflow always works or initialized with scenario & version combination, on which you can activate or start planning unit.

Once the planning unit is started, then users who have been assigned as owners only receive write access if users who got a write access to these entity & scenario, versions will be not able to present figures and will get read access.

There is a bottom-up, free-form & distribute workflows that are available in the planning type. And in the last version planning also allows you to create workflows on plan types as different workflows for different plan as forms of data types would basically be built on Plan types, which are a major source of input data of users.

In a workflow coating is used to provide the confidence on the numbers in the system in the public Service and members of the Financial Committee.

I hope this helps.

Thank you

Amith

Tags: Business Intelligence

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