Wednesday, March 28, 2012

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 NameDescriptionSupporting TaskAccessing System
Manage TemplateIt provides read access to Reports and Input Schedules saved in the system.eAnalyzeExcel Client
Submit DataIt provides access to save any data to the system through any input schedule.eAnalyzeExcel 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 OfflineCollects offline changes in Input Sheets and sends to data baseeAnalyze,WebAdmin, SubmitDataExcel Client
Create JournalProvides access to create and save new journal entries into the system.Review Journal and eAnalyzeExcel Client
Post JournalProvides access to post data to the system through available journal entries.Review Journal and eAnalyzeExcel Client
Review JournalProvides access to review available journal entrieseAnalyzeExcel Client
Unpost JournalProvides access to unpost the data entered through journal entriesReview Journal and eAnalyzeExcel Client
Set Work StatusAccess 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 DataExcel 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 LibWeb Interface
Manage Content LibProvides 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 LibWeb Interface
Manage Live ReportAccess to Build a Report and Delete available Live reportsLive ReportWeb Interface
UpdateToCompanyFolderAllows user to Update the templates in Company folder.Manage TemplateExcel 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.


Akshay VellankiPartner & Director EPM PracticeTechincept Consulting Inc.www.techincept.com310-956-1113AkshayVellanki@gmail.comwww.techincept.com/sapbpctraining.html

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