Setting the Work Status

With the work status function, you can define who can enter planning data in a workbook and who can set a work status. Work states can also be used to apply a label to a current view and lock its data for review or approval.

For example, your month-end close business process requires that a specific set of data is locked down so that accurate month-end reports can be created. After a data submission, the owner sets the work state to Submitted. This locks the data intersection from subsequent submissions.

Another use case is that users have the authorization to enter planning data for defined members of a dimension. For example, user A can enter the planning data for France and user B for Spain.

A work status that will be used in Analysis, has to be defined with SAP Business Planning and Consolidation (BPC), version for SAP NetWeaver embedded. The work status is configured in the BPC Web Admin Tool and is based on a BPC model. A model can include one or several InfoProviders. All InfoProviders in the model must contain the owner dimension

In the work status configuration, a list of work states can be defined with any name. Typical work states are Unlocked, In Process and Approved. In the section Locking Dimensions, an Owner Dimension, a Hierarchy and an Owner (and Team) must be defined. The hierarchy is a BW hierarchy based on the owner dimension. Other dimensions can be added to the work status.

The ownership for single members is defined in the master data maintenance of the SAP BW system. In transaction rsd1, an owner can be defined for each member of a selected dimension. As the ownership is defined on member level, several users can plan data or set a work status in a workbook at the same time.

For more information about setting up work states, see Work Status Setup