Creating and Configuring a Planning Process

You can create planning processes to:

• Add transparency to steps in the process.
• Provide ease of access to planning stories from the calendar.
• Provide oversight by named reviewers.
• Collaborate using notifications, discussions, and emails.
• Dynamically generate tasks based on the driving dimension hierarchy.
• Integrate with data locking tasks.
• Use task dependencies.

In this video, we will look at how you and your team can implement processes with tasks by region with notifications to track the status of your progress.

The planning Process panel is used create the overall process. In the example below, you can see an example of a planning process that has been activated and has status In Progress.

Any events that are generated after the initial creation are added to the Direct Child Events.

Some things to keep in mind when creating a planning process:

1. Due dates: When due dates are exceeded, the tasks retain the In Progress status by default. Alternatively, tasks can be set to discontinue when due dates are exceeded.
2. Approval levels: To use multiple approval levels, simply add more reviewer rounds when generating events. After the Round 1 reviewer approves a task, then it rolls onto the next reviewer and so on. There's no limit to the number of reviewer rounds.
3. Create tasks to track the process: Use the SAP Analytics Cloud calendar to create review tasks. These tasks let you assign someone who will check the work result of another task, for example, like a general task or a process.
   • You can create a review task to let one or more assignees check the work result of another calendar event.
   • You can assign tasks to colleagues who don't have SAP Analytics Cloud accounts. Simply use their email address and they’ll receive information on how to get an account.
4. Tracking: Processes can be for you to track tasks or you can assign them to other users. You can have assignees, reviewers, and viewers for a task.
   • When you are creating a task, you can add a viewer (Shared with) to all tasks of a Calendar process simultaneously.
   • As a task viewer, you have an overview of all tasks that are shared with you in the calendar.
   • In tasks with review steps, people who review the work results are called reviewers. They’re added as assignees when the task is being created.