Starting Process Management

The Review Supervisor must start a process unit before other users can enter data or perform any process management actions. The Review Supervisor or an administrative user are the only users who can access a process unit when the status is Not Started. See Process Management Security Roles.

After a Review Supervisor starts a process unit, its process level changes to First Pass.

You can start Process Management from a data grid or from the Process Control module. When you start a process unit from the Process Control module, you can select a data view and filter and sorting options. See Using Process Control.

Starting Process Management from Process Control

To start Process Management from Process Control:

Select Consolidation, then Data, and then Process Control.
From the POV bar, click a dimension name and from Member Selection, select dimension members for the Scenario, Year, and Period.
Optional: To change the TopMember for the entity list, from Member Selection, select an entity.
From Display Options, Grid Settings, select a Data View:
- Local
- Translation
- Contribution
See Selecting the Data View.
Optional: Select the options for the grid, views, and columns.

See Setting Process Control Display Options.
Select the process unit to start.
Click Manage Process and select Start.
Optional: Enter a comment in Comments, or attach a document for more detail.

See Attaching Documents to a Process Unit.
Optional: If you are using the Tree view, select Apply Action to Selected Entity Only or Apply Action to Selected Entity and Descendants.
Click OK.

Starting Process Management from Data Grids

To start Process Management from a data grid:

From a data grid, select the cell for which to start Process Management.
Right-click and select Manage Process, and then select Start.
Optional: Enter a comment in Comments, or attach a document for more detail.
Click OK.