Adding a sub process

Add a sub process to an existing process or sub process. Sub processes are used for grouping detail tasks.

  1. Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
  2. On the Manage Process tab, click Add Sub Process.
  3. Specify this information:
    Note: The fields in the Ownership, Company And Calendar, and Visibility sections are populated based on the parent process. You can edit the fields to override the default values:
    Process Name
    Specify a name for the process.
    Team
    Select the team that owns the process.
    Process Owner
    Select the person from the designated team to own the process.
    Company
    Select the default company that is used for the process.
    Default Calendar
    Select the default calendar for the process.
    Default Period Group
    Select the default period group for the process.
    Schedule Tasks For Work Days Only
    Select this check box if tasks can be assigned only on work days according to the designated calendar.
    Priority
    Select the priority for the process: Low, Medium, or High.
    Risk
    Select the risk for the process: Low, Medium, or High.
  4. Click OK.