Training: Planning Workflow
- Adam Davis
Apliqo FPM includes a workflow to track the status of the plan for the business segment for each of the planning modules: Revenue, Expenses and Balance Sheet. Workflow is optional but the business segment must be at the status of In Progress to enter a plan.
The workflow statuses are:
Not Stated - The starting position of the plan for the business segment. Driver based planning cannot be do when the business segment has a workflow status of Not Started. This can be changed in the Workflow Settings.
In-Progress - Planning has commenced for the business segment.
Submitted - The plan has been submitted to the General Ledger.
Rejected - The plan has been reviewed and requires changes.
Approved - The plan has been reviewed and accepted to be submitted to the General Ledger. The plan can be changed when the business segment has a workflow stat of Approved. This can be changed to the Workflow Settings.
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.
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.
Change the workflow in Planning Page
The current workflow status is shown on the button bar of the standard planning page.
To change the workflow status, click on the button.
In the Workflow Status popup change the Status and enter any comments about the status change. Comments will appear on the top widget. Click on Set to set the workflow status.