Monitor Planning Processes
You can monitor your planning process in the calendar's List view. The list view is helpful because it can help you track your tasks by allowing you to:
- Drill into the process hierarchy
- Highlight time info
- View indicators for recurrence and automatic tasks
- Show/hide additional columns
- Sorting/reordering of columns
Planning Process Views
It's possible to view the planning processes and the associated tasks using either the Calendar or List workspaces. In the List workspace, you can view by task only, as follows, or include a Gantt list.
Planning Process with Gantt Chart
In the following example, a planning process is displayed in the SAP Analytics Cloud Calendar with the Gantt view enabled. It includes the planning process with tasks for four cost centers that require input.
It's possible to change dates for tasks in the process by simply dragging the bars in the Gantt view. When you move the process, the change is automatically applied to the task.
Discussion
You can discuss the work progress on your process or tasks directly in the calendar. From the panel, choose Open discussion in the heading section, opening the Discussions panel. Here, you'll find everyone assigned to your process listed, and you can start a new discussion.
In this example, you can see that the Discussion icon is highlighted for Planning Process.
Manage Tasks in a Story
You can access the tasks assigned to you from the calendar. You can launch the relevant planning story directly from the calendar, simply by clicking the related work file.
In this example, clicking the Work File will launch the story for the entire process. However, if you first click on an individual task, for example Midwest, then the work file will open a story that has a story filter specific to that task.
Note
You can find work files of a task for a process in the header section. In addition to stories, you can add URL links as work files to your tasks or processes. For example, you want to add a link to a custom web application or an SAP Analysis for Microsoft Office document (workbook or presentation).
Notifications
You'll be notified in SAP Analytics Cloud of any pending tasks, however, you'll also receive an email notification that includes a link to the task.
Submit or Reject Tasks as a Reviewer
After a task is submitted, the reviewer is notified. If the reviewer rejects the task, you'll be notified and the status of the task goes back to the In Progress status.
Reopen Events
Owners of calendar events can reopen events that have been accomplished, partially accomplished, or canceled. For example, as owner of large planning processes, you can follow-up on issues with finished child processes or tasks and reopen them.
