My Worklist

When you start Oracle Hyperion Financial Close Management, the Dashboard opens with the My Worklist portlet. My Worklist can display tasks for a specified schedule or for all schedules. You can add or remove columns to display. For example, you could add a column to display the task owner. By default, My Worklist displays:

• Tasks for which you are the assignee or approver, and the current responsibility is with you

• Alerts for which you are the assignee, and the status is “With assignee”

• Alerts for which you are the approver, and the status is “With approver”

You can use filters to customize the display. These filters are available:

• Item Type: Tasks or Alerts, or both

• Status: current status of the task or alert

• Priority

• Responsibility (your current, completed, or upcoming tasks)

• Tasks that need attention. Tasks are identified as needing attention if they are past their due date, have open alerts, have a status of Error, or require authorization.