Planning Maestro’s budget Workflow feature enables your budget team to collaborate and communicate as you build your company’s budget.

This document gives you, a Planning Maestro user:

• A brief overview of the Workflow feature.
• Links to documents with step-by-step instructions for using this feature.

Workflow Overview

Step 1: The Administrator should contact the Centage Account Manager and ask them to enable Workflow for their Planning Maestro account.

Step 2: The Administrator should enable and set up Security for your Version Dimension and re-deploy your Plan. (Version Security protects sensitive data in your company, such as certain what-if scenarios.)

See the Administrators – Managing Workflows document.

Step 3: When Workflow is enabled and your Version Dimension’s Security is enabled and set up, an Administrator can open your Security page and enable Workflow for non-Admin user Groups who will have budget Assignments.

See the Administrators – Managing Workflows document.

Step 4: When Workflow is enabled and your Version Dimension’s Security is enabled and set up, an Administrator can open Financial Intelligence Setup, enable Workflow, and create Workflows and Assignments.

See the Administrators – Managing Workflows  and Administrators – Managing Assignments document.

Step 5: The Administrator can send these Assignments to their Owners (users responsible for completing the Assignments). The Owners complete these Assignments and submit them for approval.

See the Administrators – Managing Assignments and Owners – Managing Assignments document.

Step 6: The Admin reviews the completed Assignments and either approves them or requests revisions (sends them back so the Owners can edit them).

See the Administrators – Managing Assignments document.

Step 7: When all Assignments are complete, submitted, and approved, the Admin can mark that Workflow as Done.

See the Administrators – Managing Workflows document.