Entry and Approval Default Settings

Use

Use Set Defaults to update default settings for the Entry and Approval application and the selected performance management model.

Once you set defaults, users can then use the Entry and Approval application to manually enter data into a performance management model and monitor the data entry effort through a workflow process. Once the data entry process has been completed, you can load the data into the performance management model using the Entry and Approval application.

Prerequisites

  • You are an Entry and Approval administrator assigned to an Application Server model.

  • The strategy management administrator has completed the initial setup of the Application Server model.

Features

You can do the following to set Entry and Approval defaults:

  • Set default settings for each performance management model that is updated by the Entry and Approval application. You can set the current period and overall date range for the data, the general workflow steps to be followed in Entry and Approval, as well as which users to function as Entry and Approval administrators. For more information, see Setting Entry and Approval Defaults.

  • Update the following Entry and Approval defaults on an ongoing basis:

    • You need to update the current period. The current period is the month that falls under the Entry and Approval workflow process.

      Once the current period is defined and the workflow process starts in Entry and Approval, the default period cannot be changed until the workflow process is completed.

    • You may need to change the Application Server model date range, depending on how you have defined your model and the requirements of your data.

      If you are entering and loading data monthly, you need to set the start and end dates for the new current period on a monthly basis.

      If you have previously loaded historical data, you should set the start date to the current period unless you have additional historical data to load.

      If you have target data beyond the current period, set the end date to correspond to the target end date. If you do not have target data or if the target data is included in the current period, set the end date the same as the current period.