Generate Tasks and Processes with the Calendar Wizard

Use a wizard in the SAP Analytics Cloud calendar to generate tasks and processes from an organizational dimension.

Prerequisites

You need an existing process that is not in final status and not yet due.

Context

If you have a process and want to quickly add tasks and processes to it, use the calendar wizard. You will be able to select a hierarchy from the dimensions and select specific members in the hierarchy.

Note

The generated tasks are composite tasks that let you define assignees as well as reviewers.

Procedure

In the Calendar, select an Inactive or In Progress process.
Choose (Create) Generate Events with Wizard.

The calendar wizard appears.
Optional: You can add work files to the generated events by selecting Add File.

Note

If the existing process already has a work file, it will be replicated to the generated events. You can still modify the work file once the events are generated.

To continue, select Step 2.
Select a model and the dimension to use as the driving dimension as well as the members of the hierarchy to include as processes or tasks.

To continue, select Step 3.
Set the properties for defining assignees or reviewers. Depending on how your modeler has defined the dimension properties, you can assign either individual users or teams.
Optional: If required, you can add multiple review rounds: To do so, select Add a New Round.

You can move up or down the review rounds by clicking on the arrows.

Note

You can’t set the same person as assignee and reviewer, thus you can select each property only once.

To continue, select Step 4.
Enter an Event Name.

By default the name is set up of the parent process name and the description of each selected member.

Note

The combination of prefix and description helps you find the related tasks in the calendar.

To continue, select Step 5.
Preview the list of events.

If you want to make changes, you can scroll up and down to go through the wizard and update your selections.

To let the assignees and the reviewers view the correct set of data, make sure your administrator has set up Data Access Control. For more information, see Set Up Data Access Control.
If everything looks correct, select Generate.

Your events are now being generated. Once all events are generated you'll get a notification. After you received the notification, refresh your browser to see the events in your calendar.

Results

When there are too many tasks to display in the Calendar view, a number appears. Select that to see the total number of events. In the Gantt view and in the List view the hierarchy is collapsed and can be expanded.