Configuring a planning workflow

Configuring a planning workflow includes selecting users who are responsible for completing and approving the planning step and specifying the due date for the step. The due date is displayed on the Tasks page.

Click the Home icon.
Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
In Context pane, click the version to which the step applies.
The version and its configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
In the Configure column, click the arrow icon of the application to which the planning step belongs.
In the List of Workflow Steps, select the step to configure, click Edit Step, and specify this information:

Hierarchical Approval

This check box is enabled if organizational planning has been enabled on the planning step.

Select this check box if different users are responsible for providing and approving the planning data for different organizations. You can specify a different due date for each organization.

Due Date

Select the due date for completion of the step.

Task Type

Specify whether a user or a group is responsible for the planning step.
Note: A group is a predefined OLAP data role.

Planner

Select the user or group responsible for completing the step. Optionally, if organizations are enabled for the step, select Hierarchical Approval.

Needs Approval

Optionally, select Needs Approval.

Task Type

If Needs Approval is selected, specify whether a user or a group is responsible for approving the step.
Note: A group is a predefined OLAP data role.

Approver

If the step requires approval, select the user or group that is responsible for approving the step.

Enable Modification

This option enables the selected approver to modify the data submitted to them before approving or rejecting it.

Workbook

Select the workbook to be used for data entry.

Depends On

If appropriate, select another step on which the step depends for completion.

Mandatory Comments

Optionally, specify that planners must add a comment to each data entry that they make. If you enable this option, the workbook cannot be submitted without comments.
If the hierarchical approval is enabled, configure the approval.
Hierarchical approval is required for most steps in an object-based workflow in which the Hierarchical Approval option is selected. The only exception is where Hierarchical Approval is selected for the first step of a decision package top down. In that case, hierarchical task assignment is required for that step.
To publish a workflow task, select the step in the List of Workflow Steps and click Publish.
When the task is published for the first time, blue tick mark appears in the Published column for relevant workflow step. After the publish action is finished, the workflow is started immediately. After the task is published, all following modifications for that step are re-published automatically.