Dependent Tasks in Business Planning and Consolidation 7.0 NW (BPC)

Task Manager helps in managing different activities to be performed by the users in Business Planning and Consolidation (BPC) system. Task Profile Creation being One time activity it involves lot of responsibility in creating it. Right set of system authorization needs to be given to right set of people else it might lead to lot of issues. Usually System administrator creates task profiles and assigns it to end users.

The Security in BPC system needs to be maintained for any user to perform the desired activities in the BPC system. The Security of the BPC system is handled through different profiles on different criteria.

As represented in the diagram above, Member Access Profiles help in providing the authorization to the users based on the Secured Dimensions in the BPC applications. The major mapping for providing access to BPC system is as below,

1. Team <–> Member Access Profile (Many to Many), Team <–> Task Profile (Many to One)

A Team can have any number of Member Access Profiles and Only one Task Profile

2. User <–> Team (Many to Many), User <–> Member Access Profile (Many to Many), User <–> Task Profile (Many to Many)

A User can be assigned to any number of Teams, Member Access Profile and Task Profiles.

Once a user is assigned to any Team he has access that is defined in Member Access and Task Profiles assigned to the Team. Assigning users to Team helps in reducing the effort of maintaining users individually.

Note:

1. It is good practice to assign single task profile to any user.

2. Both Member Access Profile and Task Profile needs to be assigned accordingly for correct set of activities.

(No use of access to write data through Task Profile without having write access to any master data through Member Access Profile)

There are different set of tasks available for BPC system. Every task is unique and provides different access specific to them.

Not all tasks can individually provide the required access specific to them. They require certain other tasks to be added for providing their access to assigned users. The table below gives information on the additional set of tasks required for those individual tasks to provide the required access.

Dependent Task Name	Description	Supporting Task	Accessing System
Manage Template	It provides read access to Reports and Input Schedules saved in the system.	eAnalyze	Excel Client
Submit Data	It provides access to save any data to the system through any input schedule.	eAnalyze	Excel Client
Manage Distributor	Provides access to, Create new distribution list Validate and Save distribution list Edit existing distribution list	Needs to be a Primary Admin.	Excel Client
Publish Offline	Collects offline changes in Input Sheets and sends to data base	eAnalyze,WebAdmin, SubmitData	Excel Client
Create Journal	Provides access to create and save new journal entries into the system.	Review Journal and eAnalyze	Excel Client
Post Journal	Provides access to post data to the system through available journal entries.	Review Journal and eAnalyze	Excel Client
Review Journal	Provides access to review available journal entries	eAnalyze	Excel Client
Unpost Journal	Provides access to unpost the data entered through journal entries	Review Journal and eAnalyze	Excel Client
Set Work Status	Access Content Lib: user can set work status through BPC for Web. Submit Data : User can set work status through BPC for Excel	Access Content Lib or Submit Data	Excel Client, Web Interface
Create Web Page	Provides access to, Add a new web Page Post a document Preview available documents Filter or Sort the document list	Access Content Lib	Web Interface
Manage Content Lib	Provides access to, Post a document Edit Page information of available documents Preview available documents Filter or Sort the document list Delete required documents available	Access Content Lib	Web Interface
Manage Live Report	Access to Build a Report and Delete available Live reports	Live Report	Web Interface
UpdateToCompanyFolder	Allows user to Update the templates in Company folder.	Manage Template	Excel Client

Tasks available in BPC 7.0 NW other than what mentioned in the above table are Independent Tasks and can provide their specific access without requiring any additional supporting tasks.

Thus various Dependent tasks and its Supporting Tasks help us configuring the Exact Task Profile required for various End Users.

2 Comments

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Raghu Duggirala

January 2, 2011 at 9:08 pm

Vijay,

How can we maintain the relationships many-many,one-many for Members ?

when will we maintain Member profile and Task profile ?

Former Member

Blog Post Author

January 3, 2011 at 8:52 pm

Hi Raghu,

Question:
How can we maintain the relationships many-many,one-many for Members ?

Answer:
This relationship can be maintained when you create a Team in the BPC system, where you have check boxes to select multiple Member Access Profiles for any Team and a Drop down to select single Task profile for the Team.

If the Profiles are directly assigned to users, then it is many to many for both Task and Member Profile to the users.

Question:
when will we maintain Member profile and Task profile ?

Answer:
Member Access Profile is to define the scope of Secured Dimension Members to the users who are assigned to it.
Task profile is to define the scope of BPC functionalities a user will have when assigned to it.

For any administrator whos uses only Admin client Access to Member Access Profile is not Mandatory whereas Task Profile is Manddatory with Admin Tasks selected.

For any other user who needs data access through Excel client, Member access Profile is mandatory along with task Profile with required set of Tasks enabled in it.

Hope this answers your question.

Please do write back if you have any other clarification.

Regards,
G.Vijaya Kumar

Dependent Tasks in Business Planning and Consolidation 7.0 NW (BPC)

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