Approvals
Discussion List
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PBCS- Cannot see the Period mapping type in data load ruleSummary: PBCS- Cannot see the Period mapping type in data load rule Content (required): Hi Im performing a file based integration. And we have the global, application an… -
New Video and Hands-on Tutorial Available for PlanningWe are pleased to announce the availability of the following new Video and Hands-on Tutorial: Overview: Threshold-Based Approvals in Cloud EPM Planning This overview hig… -
How to attach a System Report (Approval) in a navigation Flow?Hi We need to add a "System Report for Approvals" to navigation flow but we are not able to find a way to do it. The client does not want to navigate to system report, p… -
How to skip reviewers in the promotion pathSummary: Content (required): Hi everyone, Our promotion path is as follows Owner: can be a user or a group in which multiple users are included Reviewers Level 1 approva…
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Error in Groovy Calc calling the Change Planning Unit StatusContent I am trying to use this command in a groovy calc. I have gotten other direct calls to the REST API to work with this connection. I have reviewed the help for thi…
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Load data using data management while entity is under approvalsHello everyone, I am locking entity using approvals or through dimension security, then I cannot submit data using SV, that's ok. Now, I Can load data using data managem…
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Approvals - Users can insert data eventhough the approval unit is not startedContent Hey, I have some approval units that are not started yet (first picture) When I log in with a test user who has permission to write on those units and click Appr…
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Approval NotificationsContent Hi all, We have enabled notifications at user preferences. However, when the approval is sent for the particular user the notifications are not seen and email is…
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Approval Serial HeirarchyContent We have defined approval hierarchy in 'Approval Units' form. We have defined an Owner (person A) and 2 Reviewers (person B & person C). Our requirement is to cre…
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Task list & Approval routingContent Hi all, Please clarify whether the approvals can be routed without creating the task list. Further, is task list a mandatory setup in PBCS? Regards, Vipusha
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Task list completionContent Hi all, We have entered the details to a form from an entry user and sent for approval. However, the entry user can tick the complete button even before its appr…
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How do we setup workflow or approvals for long range planning or strategic modelling?Content We are looking for a review and approval mechanism in Strategic Modelling similar to one in Financial Planning framework but unable to locate anything similar. C…Kapil_Bankeraika 11 views 1 comment 0 points Most recent by Shankar - Cloud EPM Platform PM-Oracle Planning
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EPBCS: Setting up different Approval units assigned to the same Scenario/VersionSummary EPBCS: Approval units are setup by Cube but only one approval unit can be assigned to a specific Scenario/Version combinationContent Good day, I already have an … -
HFM Process Control orchestration out of PBCSSummary We are looking for a possibility to administrate HFM process control management out of Oracle Planning Cloud (PBCS), both having the comparable entity hierarchy … -
ePBCS Workflow : Tree viewSummary Request for ePBCS Workflow : Tree viewContent Hello, I would like to know why the "tree view" is not available for users in ePBCS workflow? Today, we don't have …
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Time stamp in approval emailsSummary When PBCS sends approval notifications to the users for their action and updates, time stamp in the email is not as per the time zone set by the user in User Pre…
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What's New in 20.08?Summary ... some exciting stuff, as usual!Content Okay, so I'm about a week late with this post this month. I hope you haven't been having withdrawals, pacing your home … -
Promoting Approval Unit FailsContent We have an issue with Approvals in the application. We are unable to change the status in the approval workflow to promote/approve. Whenever a user clicks the Ch…
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Reviewer can not edit budget dataSummary Budget was promoted to Reviewer, who as expects to have write access to data. But all cells on form are read onlyContent Approval Unit set up with 1 Owner (group… -
EPBCS/Planning Approval issueSummary Approval process doesnt provide direct link to view data/attachment.Content Hello, My client is looking to achieve following in EPBCS/Planning approval process f…
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Approval functionality sits outside of the Capital Planning.Summary Approval functionality sits outside of the Capital Planning.Content I am looking at Capital Planning and within the Investments Tile, there are fields to list ju… -
What's New in 20.02?Summary ... a lot since we don't do much in the YY.12 and YY.01 releases!Content Okay, after a few slow months around the holidays, this 20.02 release is packing quite t…
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Send notifications only for level 0 Approval units.Summary I have created an approval unit which consist of entity hierarchy where I have assigned an owner to leaf level member but receiving mails for all members present…
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Tree View option in Task List is not available in EPM Planning CloudSummary Tree View option in Task List is not available in EPM Planning CloudContent Manage approval type task list is not showing Tree View option in Cloud where as the …
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Need help with EPM Cloud? Check out our EPM videoSummary Check out our new EPM video that helps you find assistance, fast!Content Getting help for Oracle EPM Cloud is easy. Access videos, tutorials, new feature updates… -
Disable Some Actions in a Planning Unit HierarchyContent Hello! Is it possible to disable some actions in a planning unit hierarchy? For example, users can choose to "Delegate" or "Take Ownership" in a planning unit.. …
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Export to Excel Option in Navigator > Approvals screenSummary Export to Excel Option in Navigator > Approvals screenContent Hi, It would be beneficial to add Export to Excel option in the Navigator > Approvals screens. For …