My Activities

By clicking an activity, you can open the associated activity workspace to perform or review your activity. The activity workspace contains hyperlinks to begin executing your tasks.

If no review action is required, a performer can directly change the status to Completed after taking all the required actions.

The performer of an activity is the person responsible for completing the activity. A reviewer is the person who must verify the actions taken by a performer in a particular activity context. Performers and reviewers can be one or more users or a team. For multiple users to be involved in the completion of an activity simultaneously, two or more users can concurrently work at the same activity.

The left side of the My Activities view displays all the processes whose activities require your action. The activities you see are those for which you are a performer or a reviewer.

In the upper portion of the panel, you can choose to display finalized or active processes, or display processes by ID, description, or both. The search box in the upper right corner supports cross-column searching, which means anything in the page that matches your input will be displayed and highlighted.

Using (View Settings), you can choose the columns to display for all activities, as well as sort and group activities on your own, which enables you to manage activities in a more organized way.

Numbers such as in each process show the total number of open activities that require you as the current reviewer or performer to take actions in this process. Click See more to view the detailed activity numbers for each status.

Performing or Reviewing Activities

Choose a process and the Details window displays all the activities of that process requiring your action. Then, if you the assigned performer of an activity, you can click the activity names to open the activity workspace where you perform any required tasks. When you have completed the required actions, choose Complete in the activity workspace. The status in the My Activities view automatically updates; if any further reviews are required, the status will change to Submitted. Otherwise, the activity status will be directly changed to Completed.

You can enter and review comments when changing the status of a BPF activity.

If you are the assigned reviewer of an activity, you can approve or reject the activity. Approve changes the status of the activity to Completed. Reject changes the status of the activity to Rejected and the responsible user may resubmit the activity for approval.

Reopening Activities

You can reopen a completed activity or specific activities for which reopening criteria have been met. For more information, see Criteria for Reopening Activities. If you are a process instance owner, you can reopen activities of the processes you own without any limitations. To reopen an activity, go to the process instance and click See more. Then choose the Reopen button to select activities.

Work Status Integration

Work status is a very commonly used feature within Business Planning and Consolidation for planning process control. The state of work status can be automatically changed with the changing of BPF activity status if the integration of work status with BPF has been set up by an administrator. For example, if the administrator defined for a certain data region that when the activity is completed the work state of this region will be automatically changed to Locked, then once you as the activity performer submits a region of planning data in an activity and changes the status of the activity to Complete, the pertinent data region by work status is automatically locked.