Landing page

On the Landing Page, you can verify and change the statuses of entity processes and group processes. You can also jump from the cards to specific pages on which to perform required operations.

The Landing Page has these tabs:

  • Status Monitor

    Has two tabs: Entity Status and Group Status. Specify the context data on the relevant tab to view the current statuses of specific entity processes or group processes. You can view open and closed periods but you can change statuses only in open periods.

    Each process step is displayed in a separate column. If a process step has an assigned status, this status is displayed in the column.

    You can change statuses for multiple entities and groups at the same time.

    1. On the relevant tab, select the entities or groups for which to change the statuses.
    2. Click Change Status.
    3. In the Change Status dialog box, specify one or multiple process steps and periods for which to change the status and the relevant status.
    4. Click Apply.

    You can filter by statuses of entity processes and group processes. Filtering by multiple statuses is possible.

    Note: Entity accountants have access only to the Entity Status tab and can view only the entities for which they have permissions.
  • Entity

    Presents each process of the entity for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab. When you click a three dot icon on a card, you can perform these actions:

    • Jump to specific pages on which to perform the operations that are required for a process step.
    • Change the status of a process step from Open to Submitted.
  • Group

    Presents each process of the group for the specified configuration set, version, and period. Each process is displayed in a separate lane and contains one or multiple cards that represent process steps. You can jump to specific pages from a card by clicking a three dot icon on a card. Each card can have an assigned status, which is displayed in a relevant column on the Status Monitor tab.

In Business Modeling, members of the Consolidation Modeler role can customize the Landing Page to suit their business needs. For details, see "Managing Consolidation data".