1. Administrator's Guide
  2. Managing the Budgeting Process
  3. Managing Task Lists
  4. Adding Tasks to Task Lists

Adding Tasks to Task Lists

You can set completion dates and alerts for tasks that users perform at runtime. You can also set up email messages, for example, to alert users that a task was not completed by its end date. Alert messages are sent after an "alert date" that you set, and are repeated until the end date is reached for a task. You must configure an email server.

To add tasks to task lists:

  1. Open the Manage Task Lists page.

    See Managing Task Lists.

  2. Select a task list, select Actions, and then select Edit Task List.

  3. Select Actions, and then Add Child.

  4. Under Task Details, for Task, enter a task name.

  5. For Type, select one:

    • URL: Opens a specified URL

    • Form: Opens a form.

      Note:

      You can only select the form associated with the task you are adding. You cannot select the form folder.

    • Business Rule— Launches a business rule that you specify

    • Manage Approvals— Starts the review process with a specified scenario and version

    • Job Console— Open the Job Console to view a list of jobs for the current user for the specified job status and job type

    • Copy Version— Use Copy Version to copy the current form’s data, including supporting detail, annotation, cell text, and cell documents, for the specified source and destination versions

  6. Specify the information required for the task type using this table:

    Table 9-1 Task Information

    Task Type Action

    URL

    		 Perform these tasks:

    • In URL, enter a fully qualified URL to associate with this task, such as http://www.company_name.com

    • Select Use Single Sign On to enable users to open a URL for another product that accepts single sign-on. See the Oracle Enterprise Performance Management System Security Configuration Guide). To link to Oracle Hyperion Financial Reporting in the Oracle Hyperion Enterprise Performance Management Workspace, single sign-on is not required. Instead, include the ObjectID to link to (see the Oracle Hyperion Enterprise Performance Management Workspace Administrator's Guide).

    • Go to step 7.

    Form

    Select the form for users to complete, and then go to step 7.

    Optional: Select Set Page Member Defaults to select the member from each dimension to display as the default when the task is first opened. After you select this option, you can select the members for the page dimensions. The page member defaults apply until a user updates the form and returns to the task in another session. Where page member defaults are set, they override the most recently used settings in each session.

    Business Rule

    		 Perform these tasks:

    • From Plan Type, select the plan type associated with the business rule to execute.

    • From Business Rules, select the business rule to execute.

    • Go to step 7.

    Manage Approvals

    Specify the scenario and version in which the user can start the approvals process, and then go to step 7.

    Job Console

    		 Perform these tasks:

    • In Job Type select the kind of job, such as to Copy Decision Package, to display in the console.

    • In Status, select the situation of the task such as processing or in error, to display in the console.

    • Go to step 7.

    Copy Version

    		 Create a task to copy a version of the current form’s data by specifying values for the following, and then go to step 7:

    • Scenario

    • Copy From

    • Copy To

  7. To enter an end date for the task, select End Date and then select:

    1. The month, day, and year. (You can change the date display format in Oracle Hyperion Planning preferences. See Specifying System Settings.)

    2. The hours, minutes, and AM or PM.

  8. To send email message for uncompleted tasks, select End Date, and then:

    1. Select Repeat Every, and enter a value.

    2. Select the frequency for email reminders.

  9. To send email messages after the alert date and before the end date, select Alert, and then:

    1. Set the date and time to begin sending messages by selecting the month, day, year, hours, minutes, and AM or PM.

    2. In the Alert area, select Repeat Every and enter a value.

    3. Select the frequency for email reminders.

  10. To make task completion dependent on completing a primary task, select Dependency.

  11. Click Instructions to enter information that explains how to complete the task.

  12. Click Save and then OK.

To add tasks to task lists: