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.