Action Groups

Use the Action Group page to create and manage customized calculation groupings of individual actions and other individual custom groups. These custom calculation groups can then be used in other action calculations, mapped to individual schedule lines as desired, and optionally, displayed on the Workforce Budgeting reports. All this is done in a hierarchy providing a visual representation of actions and actions groups for quick confirmation.

These are the four predefined action groups:

This table describes the fields:

Field Description
Add a group as a sibling to Position Summary.
Refresh the page to the last saved state. You are prompted if there are unsaved changes.
Calculate Calculate the selected cycle and version member and the top member in the primary dimension hierarchy.
/ Expand or contract the action group hierarchies.
Action Group Hierarchies List of action groups and the actions assigned to them. The list also displays actions that are not included in an action group. Use the Action Definition page to add or remove actions from the Position Summary hierarchy.
Unassigned Actions List of actions that have not been included in any group.
Name Specify a name for the action group.
Description Specify a description for the action group.
Display on Reports Select this check box to include the action group in the Summary Action Group list on the reports.
Save Save any changes.
Cancel Cancel the action.

Right-click menu

Use the right-click menu to add, copy, and delete action groups.

This table describes the available commands:
Command Description
Add Child Group Add an action group as a child of the selected action group.
Add Sibling Group Add an action group at the same level as the selected action group or action.
Copy Copy the selected action group or action.
Delete Group Delete the selected custom action group. This command is not available for actions or predefined action groups.
Paste as Child Paste the copied item, action group or action, as a child of the selected action group.
Paste as Sibling Paste the copied item, action group or action, as a sibling of the selected action group.
Ungroup Action Remove an action from an action group.