Submitting FTE Summary Top Down tasks

FTE Summary Top Down tasks are created for the planner directly in the workflow configuration for the selected FTE Summary Top Down workbook. The planner receives the corresponding task from the workflow that is defined by a user with the Workflow Administrator role.

  1. Click the Home icon.
  2. Click Tasks.
    To view tasks that are assigned to you, select the configuration set, version, and entity. You can select a version or all versions that were configured for the selected configuration set.
    Note: Allocation tasks use actual versions and FTE Summary tasks use budget versions. We recommend that you select all versions to see both Allocation and FTE Summary tasks.
  3. Select a task from the tasks list.
  4. Select the element of the Organization dimension for which you want to submit the task.
    The administrator who configures the FTE Summary Top Down workbook defines which elements are available for selection.
    Note: If the organization element that was selected in the workbook is deleted from the current hierarchy, the request cannot be submitted. The administrator must create a new workbook in the Workbook Library and select a new organization element.
  5. Optionally, adjust the number of forecast periods to be displayed.
    The decision package displays the latest version of data that is available at the time of the request creation. The current period represents the current period at the time of data creation and it is displayed in the Selected Period section.
  6. Specify which data requires manual input for the Organization element that is selected in the context menu.

    If you enter absolute values for a consolidated element, the values that you enter are splashed across its child elements. The splashing is done in proportion to actual FTE numbers.

    If you enter percentage values for a consolidated element, your input is propagated to all its child elements for which actual FTE numbers exist.

    You can enter absolute or percentage values for the current and future periods. Values for each period must be entered separately. If values are entered for future periods, these numbers are visible when a new FTE Summary Top Down task is created in the given future period.

    Calculated results for accounts that use the manually entered data for their calculations are updated.

    This step is required to reflect the changes in actual FTE numbers that can occur during the configuration set.

  7. Click Approve.

The task is sent to the approver or a group of approvers who are responsible for reviewing the respective stage and step.

If you do not submit the task, it remains available on the Tasks page as an unsubmitted task.

When the decision package is saved or the request is submitted, the data version is also saved. That is, once the planner opens the decision package, the displayed version of data reflects the current period at the time of creating the request.