Steps: Set Up Configurable Workflows

You can use configurable workflows to orchestrate and execute planning cycles based on your organizational needs, with complete oversight on how the workflows are progressing. You can use workflow tasks to:

Assign work to users, user groups, or roles (associations in Adaptive Planning) in the order that you want. You can display their work area directly on the task.
Example: You can display your expenses dashboard directly on the task, where they can edit the sheet, view reports or charts on that dashboard, and take workflow action.
Enable planners to submit their work to submitters on higher hierarchy levels, and those higher submitters to accept or send back those submissions.

The workflow moves sequentially, and the next task doesn’t trigger until the previous task completes.

If you have

Manage Workflows

permission, you can monitor the workflows to view task details and progress. When you monitor workflows, you can edit, pause, or resume individual workflows using the Actions menu on the workflows.

After each submission up the level hierarchy, we lock that data for those levels and slices of data for all users except for submitters on higher hierarchy levels or users with the

Manage Workflows

permission.