Workflow Planning Unit Ownership - Begin the budget review process

Question

As an Admin, is there a way to assign multiple planning units with an import option or something like that? Right now the only option I see is to go in one-by-one and start the fcst cycle and then assign the ownership to the person who is entering the budget information. I have 150 Entity members to assign for one forecast cycle and was wondering if there was a "smarter" way to do this.

Answer 1

Hi!
We are referring to the same example of wf for which you answered some time ago. But we need to extend the process to the whole entity dimension. Thus we have this situation.
our entity dimension: --> http://postimage.org/image/d3utdauzn/
Our wf process:
free format wf. (since the entity hierarchy does not follow a linear path: bottom-up or top-down)
1.ENTITY 1 inserts data and submits them to a reviewer.
2.the reviewer approves or rejects data.
3.then the process should be sent to ENTITY 2,3,4 (lower levels of ENTITY 1) to start to modify/adjust data that ENTITY 1 has imputed and distributed to their levels trough a rule.
the problem is at the 3rd point. How could ENTITY 1 or the REVIEWER pass the process to ENTITY 2,3, and 4 at the same time? I see that I cannot make a group of users owner of one PU, and then limit their level trough the provisioning. The only solution that I have found for this is to send an e mail to ENTITY 2,3,4 and then let them start to input their data (the drawback in this case is that they can always modify data in cells for which they have the write provisioning , and not only when the reviewer has approved data.
moreover in the case the reviewer approves data sent by ENTITY1 he becomes the new owner of the PU, that is the only way trough which ENTITY 1 cannot modified them after the approvation)).
Thank you very much.
Edited by: user648334 on Jun 6, 2012 2:51 AM