Академический Документы
Профессиональный Документы
Культура Документы
Day 2 Objectives
Learn the components the comprise a Data Form
Construct Basic and Intermediate level Data Forms
Understand common options used with Data Forms
Create Business Rules used in conjunction with Data Forms
Learn design Best Practices for Data Forms
Form layout
Display options
Form contents
Access permissions
Business rules
4
Layout
10
Business Rules
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Planning Unit
Planning tracks budgets by Planning Units a specific
scenario, version, and entity combination. Scenarios and
versions are the basis of the review cycle. For example, IT
Cost Center (an entity) submits data for Plan (a scenario)
and Best Case (a version). You start, view, and promote
planning units, and can view history of the budget review
process and user annotations by planning unit.
Planning units are in one of six states: Not Started, First
Pass, Under Review, Signed Off, Not Signed Off, and
Approved
32
33
34
35
36
37
Task Lists
Administrators and interactive users create and
manage task folders and task lists, detailed lists of
tasks to guide users through the planning process
by listing tasks, instructions, and due dates.
38
Task Lists
Users can view:
Task Name, Status and View link (if instructions for
completing task are provided)
Due date - When tasks must be completed
Alerts - Visual cues about your progress, and the
completion date and time:
Green: On schedule
Yellow: Approaching due date
Red: Past-due
39
Task Lists
Completing tasks depends on the task type. Tasks
can include URLs, data forms, workflow, business
rules, or descriptive tasks. For example, a task can
require a user to view a web page, enter data,
promote a planning unit, launch a business rule or
read information, such as reminders or instructions.
After completing task, users mark the task as
complete. The alert changes to a datetime stamp
reflecting completion date and time. Dependent
tasks must completed before the primary task.
40
41
42
Thank You
43