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Steps to manage the work flow in Hyperion Plannings

Work flow:-

Work flow is a feature that comes up with, Hyperion planning which will enable the end-users application owner to control the budgeting process by planning unit.

A planning unit is a combination of Scenario, Version and Entity dimension members.

The work flow will facilitate the transport communication between the end-users and application owner in terms of budget approval mechanism.

Steps to manage the work flow:-

  • Login to Hyperion Work space as an Application owner
  • Open the planning application
  • Click on File, Click on Work flow and then manage process
  • Then it will display all Scenario and Version dimension members
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Select the one from both the dimensions. Click on go. Then it will displays all available entity members and by default the process status as shown as not started

  • To start a planning unit for any entity member enable the radio button under plan start then it should display a message saying the planning unit has been started
  • And the process status will be changed to pass

To take a further action, click on details under the Action. Then click on change status. Then it will pop-up a small window there click on the promote under select action and choose an appropriate user as a next owner then write any message to user under annotation and click on submit.

Now user will receive a Notification e-mail about the planning unit which has been promoted to him by Application owner.

Now user login to Workspace enter budget data using Data forms and open the workflow and re promote the planning unit back to application owner for his approval.

Now application owner reviews the data and he can either approve or reject the planning unit.

Once approval is done he can change the status to sign-off.

Note:- The difference between approve and sign-off

If the planning unit is bat approved state then either technical administrator or application owner can change the status of planning unit ( For example to Reject state).

If the planning unit is at sign-off state only application owner can change the status of planning unit.

For indepth understanding click on

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Steps to manage the work flow in Hyperion Plannings
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