Enabling Process Management

Before you can use Process Management, the administrator must enable process management using the SupportSubmissionPhase attribute for the Scenario dimension in the metadata file. When this attribute is enabled, Process Management is available for the specified scenarios.

When you select a cell, Process Management is available only for the input frequency of the scenario. For example, if the input frequency is months, Process Management is available when you select January, but is not available when you select a quarter, such as Q1. If you select multiple cells and your selection includes a data cell in which Process Management is not supported, the Process Management option is not available.

If Process Management is enabled for a scenario, the system performs validation checks for each process unit as the data moves from one level to the next. Validation checks are defined by the administrator to ensure that accounts are in balance. See Process Management Validation.