Defining Activity Workspaces

You can assign action groups, as well as create new worksheets in and add existing content from Library folders to the activity’s workspace.

After you finish editing an activity workspace, you can assign review actions to activities, which require the approval of a reviewer.

Prerequisites

You have defined an activity when creating or editing a process template.

Procedure

New Content

  1. Choose the Create button in the Workspaces field of the Activities tab.

  2. Click the Add button and choose New Content.

  3. Choose from the Library folders the content you want to add to the activity workspace.

New Worksheet

  1. Choose the Create button in the Workspaces field of the Activities tab.

  2. Click the Add button and choose New Worksheet.

  3. Create read-only or input-ready reports. For more information, refers to Creating Worksheets.

Add an Action Group

  1. When creating a process template, choose the Create button in the Workspaces field of the Activities tab.

  2. Click the Add button and choose Add Action Group.

    You can add hyperlinks only to perform actions of existing elements. Therefore, you must make sure these elements exist before you start defining actions.

    Business Planning and Consolidation supports the following types of actions:

    • Consolidation – Define a hyperlink to perform various kinds of actions in Consolidation including opening a journal list, creating a new journal, opening Consolidation Monitor, opening Ownership Manager, opening Controls Summary, and opening Controls Details.
    • EPM Plug-in - Define a hyperlink to an EPM Plug-in read-only report or input-ready report.
    • Data Manager – Download and upload data, as well as view Data Manager packages and run packages and package links.
    • Library - Define a hyperlink to a specific worksheet or book. If there are variables set in the read-only or input-ready reports, you can assign values to them.
    • Work Status and Comments - You can set a work status, as well as add or manage comments.

      Set a target work state for a context and define a target work state for a specific activity status. When there is a change of a certain activity status, the system can automatically change the work state to the defined target state. For more information about work status integration, seeIntegrating with Work Status.

    • Audit - You can view audit reports about comments, activities, data, users, teams, work status, task profiles, and data access profiles.
    • External Resources - You can open a URL or an external web-based application.

      For more information about external web-based applications, see Configuring Links to External Web Applications.

  3. Choose Stop Editing. You can then click the hyperlink to test the action of the activity.
  4. Repeat these steps for all of the actions to be associated with each activity in the process template.
  5. After all the actions have been defined, go back to the process template and save it.

You can specify that the reviewer uses the same workspace or that a reviewer has a specific workspace, which you can define in the same way.

Result

You have defined actions for your activity.