Approve and Finalize

The tables on this page list the tasks for this business process, grouped by role. Some roles may be listed more than once if their tasks are performed at different points in the process. Follow the task numbers in order, unless the Task Description column provides instructions to go to a different task number. Click links in the Task Description column to view detailed diagrams for those tasks or to go to the online help for those pages.

Budget Reviewer/Analyst

Task Number

Task Description

1

Adjust and Submit.

Budget Coordinator

Task Number

Task Description

2

Receive worklist notification that the budget/plan was submitted and is ready to finalize.

My Planning Workspace

3

Analyze budgets.

Asset Analysis

Version Analysis

Position Budgeting Analysis

Variance Analysis

4

Create budget reports to review budgeting information.

Version Analysis

Scenario Comparison

Summary of Methods

Budget Comparison

Position Information

Planning Target Analysis

Business Unit Comparison

If Decide action is Reject, Go to task number 11.

If Decide action is Define Allocations, Go to task number 5.

If Decide action is Make Adjustments, Go to task number 6.

If Decide action is Adjust Line Items, Go to task number 8.

5

Define and execute allocations in ”master” version.

Allocations (H)

Define Allocation Source (H)

Define Source Amount (H)

Define Allocation Target (H)

Define Target Amount (H)

Go to task number 9.

6

Copy a working version of the budget/plan.

My Planning Workspace

Copy Version (H)

7

Make mass adjustments to line item budget-“master” version.

Mass Adjustment List (H)

Mass Adjustment Select (H)

Mass Adjustment Details (H)

Go to task number 9.

8

Adjust line items via methods or direct entry into grid.

Add Budget Items (H)

Line Item Modifications (H)

Line Item Notes (H)

9

Determine if Approval required.

If Approval required is Yes, Go to task number 10.

If Approval required is Yes, Go to task number 13.

If Approval required is No, Go to task number 17.

Budget Reviewer/Analyst

Task Number

Task Description

10

Review consolidated budgets and approve or reject.

In parallel: Go to task number 11, Go to task number 17.

Budget Coordinator

Task Number

Task Description

11

Reject plans/budgets.

12

Review and Analyze Planning Results.

End of activity.

Corporate Executive

Task Number

Task Description

13

Review plan.

In parallel: Go to task number 14, Go to task number 15.

14

Approve plan.

Go to task number 17.

15

Reject plan.

16

Review and Analyze Planning Results.

End of activity.

Budget Coordinator

Task Number

Task Description

17

Export approved budgets.

Export to General Ledger

Export to HR

In parallel: Go to task number 18, Go to task number 19.

18

Manage Internal Controls.

End of activity.

Operations Management

Task Number

Task Description

19

Execute Business Plan (Operate Business).

End of activity.