Overview - Workflow Feature

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

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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.

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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.)

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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.

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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.

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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.

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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).

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See the Administrators – Managing Assignments document.

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

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See the Administrators – Managing Workflows document.

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