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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.

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