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Mapping Workforce process in Oracle PBCS

Workflow

Hyperion Planning includes an approvals process that can be used to control data submission, review, and finalization. By using Planning Unit Hierarchies and Task Lists, administrators can ensure users are abiding by the budget process in a timely and organized fashion.

Manage Workflow

Select Approval Unit from Workflow. New Approval units can be created from here. Click on Add icon to create new Approval unit


 

Manage Workflow

Enter Approval unit name, Description and other required details Select Cube

Select Tab Primary and Subhierarchy Selection tab

Select Entity for which Approval unit needs to be created

Select Secondary dimension to include in the process

Select parent for secondary dimension and relative

members Open Assign Owners tab

Assign Approval unit owner 
Assign Approval unit Reviewer

Click on icon under Promotional Path to see users involved in the process.

1.     Select Approval Unit Assignment from Workflow. Approval units can be assigned to Scenario and Version from here.

2.    Select Scenario and Version to be assigned to Approval Unit

3.    Click Save button

Approval unit can be initiated by Admin user only.

Select Manage Approvals from Workflow to initiate Approval Unit.

Manage Workflow - Initiate Approval Unit

Potential Promotional Path

Login as Approval Unit Owner

Open Tasks

Select Revenue Input

Form Enter numbers

Mark task as complete

Click on Save

Click on Next

Select Expense Input

Form Enter numbers

Mark task as complete

Click on Save

Click on Next

Select Promote

Select Approval unit

Provide Annotation.

Select Promote from the drop-down list

Select next owner from the Drop-down

list Click Change status

Click Done

Login as Approval Unit Reviewer

Open Tasks

Open Revenue Input

Form Validate Numbers

Open Expense Input form

Validate Numbers

Select Promote

Select Approval Unit assigned to me

Select next owner from the Drop-down

list Click Change status

Click Done

 

 

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