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You can access the Workflow setup through the page: Administration > Planning > Workflow.

Globally Setting the Workflow

In the following walk through we are going to set the workflow status for all Cost Centers.

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Exercise

Set the workflow status to In-Progress for Revenues and Expenses.

Settings

The workflow can be customised.

• Description - Change the description of the Workflow Step.

• Next Step - The next step the workflow will progress when Next Step is selected.

• Permission - The read/write permission of the plan when the business segment has that workflow status. If you are not using workflow, it is recommended that the Permission for all workflow statuses to be Write.

• Order - The order the workflow status appear in the list.

• className - The font awesome icon used to represent the workflow.

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Change the workflow in Planning Page

The current workflow status is shown on the button bar of the standard planning page.

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