Using Approval Groups in EPM Planning
Approval groups are a welcome addition to the workflow approvals setup in EPM, which now allows you to submit segments of data defined by multiple dimensions, rather than just one or two. In the past we’ve been limited to submitting by Entity, with an optional secondary dimension; now however, with approval groups, we can setup approvals to submit portions of data which are much more specific and reference combinations from multiple dimensions if needed. For example, if the Revenue team is split into 3 Product streams, plus another stream for Cost submissions, then a combination of Entity, Account and Product is needed. Step 1 – Setup Approval Groups The first step is to create the required approval groups under Application -> Approval Groups . Create a new approval group and add the relevant dimensions. For example below, for Fuel Margin, I’ve selected the Revenue/COS and Fuel metric accounts, combined with the Fuel products. This means when this approval group is submi...