Example: Displaying Tasks in the Consolidation Monitor 

Additional steps might be necessary to display custom tasks (tasks you have defined) in the consolidation monitor, depending on which consolidation frequency you have chosen. This example presents two alternatives for achieving this. Both are based on this scenario:

You want to display all tasks (T1, T2, …, Tn) for the periods 3, 6, 9, and 12. But you also want to display tasks T1 and T2 for periods 2 and 5.

Use one of the following approaches:

Solution 1

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      1.      Assign the frequency "Monthly" to the current version combination (making all periods valid).

      2.      Assign the frequency "Quarterly" to all tasks except T1 and T2 (making periods 3, 6, 9, and 12 valid).

      3.      Create a new consolidation frequency called "Custom" (making periods 2, 3, 5, 6, 9, and 12 valid), and assign this frequency to tasks T1 and T2.

      4.      Make sure that a suitable frequency is assigned to all other tasks.

If no consolidation frequency is assigned to a task, the system executes the task according to the global consolidation frequency that is set for the version combination. This always applies to balance carryforward tasks because the system does not permit deviating frequencies for this task category.

When this approach is used, the system shows a balance carryforward task in period 1 (assuming that period 1 is the first valid period of consolidation frequency "Monthly").

Solution 2

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      1.      Create a new consolidation frequency called "Custom" (making periods 2, 3, 5, 6, 9, and 12 valid), and assign this frequency to the version combination.

      2.      Assign the frequency "Quarterly" to all tasks except T1 and T2 (making periods 3, 6, 9, and 12 valid).

      3.      Do not assign a frequency to tasks T1 and T2.

When this approach is used, the system shows a balance carryforward task (along with tasks T1 and T2) in period 2. This is because period 2 is the first valid period of the global consolidation frequency, which is defined for the version combination.