Managing Process Management Submission Phases

In This Section:

Defining Submission Phases by Scenario and Period

Submission Group Assignments by Scenario and Period

Assigning Submission Groups to Phases

Viewing Unassigned Submission Groups

You can use submission phases for Process Management, which enable you to subdivide a process unit into different phases and apply process management to those phases. During the review process, you can promote each phase of the process unit rather than the entire process unit. This eliminates the need for additional scenarios to enforce the review process.

You can use a maximum of nine submission phases in the review process. Submission phases can vary by period and scenario. For example, in the Actual scenario, you might submit Balance Sheet and Profit/Loss accounts for review in the first submission phase, and supplemental data in the second submission phase. In the Budget scenario, you might submit Intercompany data in the first submission phase, Balance Sheet and Profit/Loss accounts in the second phase, and supplemental data in the third phase.

You define and set up submission phases in metadata files. See the Oracle Hyperion Enterprise Performance Management Architect Administrator’s Guide.