Unlocking Planning and Budgeting Activities Concept Unlocking Planning
Unlocking Planning and Budgeting Activities Concept
Unlocking Planning and Budgeting Activities
Unlocking Planning and Budgeting Activities Step 1 Begin by navigating to the My Planning Workspace page. Click the Planning and Budgeting menu.
Unlocking Planning and Budgeting Activities Step 2 Click the Activity Preparation menu.
Unlocking Planning and Budgeting Activities Step 3 Click the My Planning Workspace menu.
Unlocking Planning and Budgeting Activities Step 4 Use the Role Name field to specify the role you will be using to analyze the planning and budgeting model. Enter the desired information into the Role Name field. Enter "Preparer".
Unlocking Planning and Budgeting Activities Step 5 Click in the Business Unit field.
Unlocking Planning and Budgeting Activities Step 6 Enter the desired information into the Business Unit field. Enter "US 002".
Unlocking Planning and Budgeting Activities Step 7 Click in the Planning Model ID field.
Unlocking Planning and Budgeting Activities Step 8 Enter the desired information into the Planning Model ID field. Enter "MODEL 101".
Unlocking Planning and Budgeting Activities Step 9 Click in the Activity field.
Unlocking Planning and Budgeting Activities Step 10 Enter the desired information into the Activity field. Enter "EXP".
Unlocking Planning and Budgeting Activities Step 11 Click in the Scenario field.
Unlocking Planning and Budgeting Activities Step 12 Enter the desired information into the Scenario field. Enter "2006 SCE".
Unlocking Planning and Budgeting Activities Step 13 Click the Search button.
Unlocking Planning and Budgeting Activities Step 14 Use the My Planning Workspace page to perform and monitor budgeting and planning tasks, including reviewing the approval status of a plan or budget and preparing line item, position, and asset activities.
Unlocking Planning and Budgeting Activities Step 15 Notice the Unlock button is available, because the activity is currently locked. While an activity is locked, it cannot be edited by other users. You must unlock an activity before you can submit it for approval.
Unlocking Planning and Budgeting Activities Step 16 Alternatively, you can also unlock a version by acessing the Line Item Details page and clicking the Unlock link on that page. This enables you to review the version details before you unlock it. You access the Line Item Details page by clicking the Edit link.
Unlocking Planning and Budgeting Activities Step 17 For this example you will unlock this version from the Planning Workspace. Click the Unlock button.
Unlocking Planning and Budgeting Activities Step 18 Notice the version is no longer locked. The Unlock column and button is no longer available.
Unlocking Planning and Budgeting Activities Step 19 You have successfully unlocked a planning and budgeting activity. End of Procedure.
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