Approvals
Discussion List
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Permission for Rule setHi, I'm unable to give permission for rulesets, but its possible to give access for a rule. Possible way to give users permission for rulesets? Ruleset Rules -
How to restrict button action menu in Approvals MenuSummary: Hi, I would to ask How to restrict button action menu in Approvals ? my expectation : user as submitter only have action menu "promote" I have issue, as a submi…
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Approval Hierarchy - Reviewers couldnt make amendementsSummary: Content (required): Hi All, We have created an approval hierarchy where 'User A' is assigned as Owner and 'Users B' & 'User C' are assigned as reviewers in an a…
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How to use Approvals in Budget Revision (Financials Module)Summary: We are setting up Budget Revisions and see in the documentation that Approvals can be configured and used in the budget revision process that we enabled as part…
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Mandatory Comments on each formSummary: Is it possible to force an user to write a comments after completion of a data entry form? Content (required): Hello everybody, We have a requirement that each …
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AggregationSummary: Content (required): Hi We have a plan element called "Adjusted total" which has a formula as below. "OFS_Direct Input" + ("OFS_Direct Input" * "OFS_% Increase/(…
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Is it possible to lock only one cube in EPBCS application using planning approval unitCurrently if i take ownership of particular Entity in planning approval unit, that entity is getting locked for all cubes. Is it possible to restrict to specific cube?
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Approval Load More ItemsSummary: Content (required): Hi, Is there a way to expand "Load More Items" button for more than 25 rows on a page from the "Approval" icon in the planning? Version (inc…
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Threshold Based Approvals - EPBCSSummary: I have set up one workflow with simple Threshold base approval. however it's not working. I have gone through the Oracle demo and all seems to be same except Or…
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New Video AvailableWe are pleased to announce the availability of the following new video: Managing Approvals with Approval Groups in Cloud EPM Learn how to set up approval groups and mana… -
Shared Members unavailable on Approvals ProcessSummary: I'm developing a structure of shared members and would like to add then in the Approvals process but no shared members are displayed. Its OK don't show shared m… -
Approval Workflow on custom dimensionSummary: Approval Workflow can be set up only in Custom segment ? As per standard feature, it can be enabled in co-junction with Entity\Entity-Custom segment only. Conte…
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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…
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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…
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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…
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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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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 …