Promoting Process Units

The Process Management page displays the current level of the selected process unit, available actions, and the promotion levels available depending on the current status and your security role.

To promote a process unit to the next process level, you must be assigned the appropriate security role and access rights for the process unit. For example, if the process unit is at Review Level 2, you must have the access right of All or Promote for the entity’s data, and you must be assigned the role of Reviewer 2 to promote it. See Process Management Security Roles.

Note:

When a process unit has a First Pass status, the system does not perform a check for security roles. Any user who has All access to the entity can modify the data.

The process unit must have a calculation status of OK, OK SC, or NODATA, and a zero balance in the validation account before you can promote it.

When you promote the parent entity data to the next process level, validation checks are performed to verify that the child entities are at the level to which you are trying to promote the parent. A parent can be promoted only to a level that is less than or equal to the lowest level of its immediate children.

If your application uses phased submissions, when you select a cell, the system determines the submission phase that applies to the cell. There can only be one review status for each submission phase, so when you promote the cell, you promote all the cells for that submission phase. When you promote multiple cells in the data grid, the system determines all submission phases that apply to those cells and promotes the phases at the same time, depending on the review level dependency rules.

After you promote a process unit, its process level changes to the next process level. You can promote a process unit up through Review Level 10, which is the last process level. When a process unit has a status of Review Level 10, you can submit it for approval. See Submitting Process Units.

Note:

If you receive javascript errors during the promotion process, you might need to increase the timeout setting for the Oracle Hyperion Reporting and Analysis proxy server. See the Oracle Enterprise Performance Management System Installation and Configuration Guide.

Promoting Process Units from Process Control

To promote process units from Process Control:

1. Select Consolidation, then Data, and then Process Control.

2. Set the rows and columns.

   See Selecting Entities for Process Control

3. Select the process unit to promote.

4. Click Manage Process and select Promote.

5. From Promotion Level, select a review level to which to promote the process unit.

6. Optional: Enter a comment in Comments, or attach a document for more detail.

7. Optional: If you use the Tree view, select Apply Action to Selected Entity Only or Apply Action to Selected Entity and Descendants.

8. Click Promote.

Promoting Process Units from Data Grids

To promote process units from a data grid:

1. From a data grid, select the cell for the process unit to promote.

2. Right-click and select Manage Process, and select Promote.

3. For Promotion Level, select the review level for the process unit.

4. Optional: Enter a comment in Comments, or attach a document for more detail.

5. Click OK.