Input Task not available for SAC designer? BPC Planner application

[former_member197738]

Hi Everyone,

We are in a process of building Planner application for BPC.

To streamline the work process, I came across Input Task via Story. This gives you an overview of communication between planner and controller(approver).

Challenge

Passing CostCenter for CCOwners.

Story Approach-

We tried linking models (One customer exit variable and BPC CostCenter) and display data on intersecting CostCenters. It work great but then you loose write-back functionality. This could be by design as linking models is probably treated as contamination by SAC and it takes away write-back.

Designer Approach-

Able to pass CostCenters and write-back still works as expected. However I dont see Input-Task button in application.

How do we achieve Planner request and approver work-flow here?

Any recommendation or thoughts highly appreciated, thanks

[William_Yu]

Hi mohd.fahad,

I'm afraid input task is only available for story. Have you thought about create a calendar task/process to have a proper workflow?

Best regards, William

[former_member197738]

Hi William,

Thanks for your response. I got to check that calendar option out.

I was able to achieve business use-case via designer factoring CostCenter Owners security.

Basic workflow Planners/Controllers

Controllers will share a version with Planners, Planners edit that version, Controller will review and Submit back to BPC. Everything works as expected. However it would be great if the numbers that Planners edit gets BOLD for easy review on Controller end. That is something I couldn't figure out.

In below screenshot I logged in as planner and edit a cell, that gets highlighted with yellow background, however on controller end its not the same unless they have application open while planners are editing the cells.

Also I found that DataChangeInsights are only available for Charts and not for Table. Is their a way to leverage data-change-insights for table? Would be great to include in summary page for quick insights for budget owners.

[former_member197738]

Another question William

While sharing version with Planners, I don't see Team option, its just list of users that you can select via checkboxes.

Process of tick-box is tedious

[William_Yu]

Hi mohd.fahad,

The yellow backgrounded cell for change indictor only shows in the same session right after there is data entry or data action execution. Controller won't be able to spot changes in his own view, even planner won't konw this the second time he opens the same application.

One potential option might be, all planners work on a dedicated private version/public version p1, controller check the data in a different version P2, on start of AD, AD automatically copy data from P1 to P2, then controller should be know which cells have been changed.

Data change insight only works for chart for now.

Not able to share private version with TEAM probably is another limitation.

Best regards, William

[former_member197738]

Thank you William

Yes you are right about 'change indicator only shows in same session and planner wont know either when he open the applications again'.

What is AD thing? looks promising can you please elaborate.

[William_Yu]

AD = Analytics Designer, I'm just suggesting a potential option as you are using designer application.

[former_member197738]

Hi William,

I got a chance to play with Calendar feature, built processes and task great feature for mass distribution to planners team as Assignee's.

However their is one down side or lack of feature I discovered. Basically Controller creates a Private version that he must share with planners and that share is thru application, that tedious job checking the boxes.

Reason why we create private shared version is not all the planners have rights to write-back or submit back to BPC and its not feasible or right approach to provide these thousands of CCowners access to BPC system as their must me checks nd balances in place.

[William_Yu]

Hi mohd.fahad,

I believe you are using write-back mode for BPC integration. Not sure if your business requirement is to have such tight integration with BPC, seems to me it doesn't fit your scenario anyway( not all SAC users have users in BPC ). Maybe you can also try out the basic mode of BPC integration, this will bring you more flexibility. All SAC can plan on one public version, can data is only pushed back to BPC once it's reviewed and approved.

Best regards, William