{"title":"Create new workflow","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/workflow/create/","link":"/onestopreporting/budgeting/workflow/create/","description":"Create workflow, select templates, assign users, and publish budget assignments to users","content":"\u003cp\u003eTo create a new workflow:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eWorkflow\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eNew\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eFill in the following fields:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eName\u003c/strong\u003e: Enter the workflow name. The end-users will see this as the name of the assignment.\u003c/li\u003e\n\u003cli\u003e(optional) \u003cstrong\u003eFrom-To\u003c/strong\u003e: Click here to set a start and end date (deadline) for the workflow, and click \u003cstrong\u003eApply\u003c/strong\u003e. The assignments will not be available to the user(s) until the specified start date. \u003cstrong\u003eNote\u003c/strong\u003e: These are the default dates for all assignments created from this workflow, but you can set custom start and end dates under \u003cstrong\u003eUser assignments\u003c/strong\u003e. See Edit workflow details below.\u003c/li\u003e\n\u003cli\u003e(optional) \u003cstrong\u003eReviewer\u003c/strong\u003e: Click this option to select a reviewer. Start typing a name to search or click the arrow button to show a list of users.\u003c/li\u003e\n\u003cli\u003e(optional) \u003cstrong\u003eApprover\u003c/strong\u003e: Click this option to select an approver. Start typing a name to search or click the arrow button to show a list of users.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eSelect templates\u003c/strong\u003e. Click here to select the budget template(s) which should be added to the workflow. These are the scenarios/budget versions that the end-users will edit. Use the categories and the search field to filter the list of budget templates.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eOK\u003c/strong\u003e when you are done. The templates are displayed in the workflow screen.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eSelect companies\u003c/strong\u003e. Select the companies which should be included in the workflow. \u003cstrong\u003eNOTE:\u003c/strong\u003e If you only have one company, you will not see the \u003cstrong\u003eSelect companies\u003c/strong\u003e button and will only have one tab for your company.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eOK\u003c/strong\u003e. Each company is displayed in a separate tab.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick a company tab and select the relevant parameters under \u003cstrong\u003eDefault parameters\u003c/strong\u003e, OR select \u003cstrong\u003eLet the user decide\u003c/strong\u003e to let the users select on which parts of the budget template to work. The available parameters may vary according to the selected templates. \u003cstrong\u003eNOTE:\u003c/strong\u003e Sometimes you might see the (apparently) same parameters appearing more than once here. This is because the parameters are slightly different in the budget templates (from Report Designer).\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eUnder \u003cstrong\u003eUser assignments\u003c/strong\u003e: Click \u003cstrong\u003eSelect users\u003c/strong\u003e and select the users to whom you want to assign the budget template:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eSearch\u003c/strong\u003e: Start typing a name to filter the list of users.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eRoles\u003c/strong\u003e: Click a role to select all users from a role.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eUsers\u003c/strong\u003e: Select individual users.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eOK\u003c/strong\u003e when you are done.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e(optional) Edit the workflow parameters for individual users as described below.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e(optional) If you have added multiple companies, click the next company tab and repeat steps 8-11. To save time, you can copy the settings from the first company to other companies as described below.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_save.png\"\u003e \u003cstrong\u003eSave\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/budgeting/workflow/create/img/en/btn_assign.png\"\u003e \u003cstrong\u003ePublish\u003c/strong\u003e to send the assignments to the selected users.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eTo view the progress of the workflow, select it in the workflows list and click \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_assignments.png\"\u003e \u003cem\u003eStatus\u003c/em\u003e.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"copy-to-companies\" class=\"group\"\u003eCopy to companies\u003ca class=\"prose-heading-self-link\" href=\"#copy-to-companies\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eIf the same parameters and users should be used across multiple companies, you can copy these settings to other companies.\u003c/p\u003e\n\u003cp\u003eIn order to do so:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eSelect the company tab with the settings you want to copy.\u003c/li\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/Settings.png\"\u003e (on the right-hand side), and select \u003cstrong\u003eCopy to companies\u003c/strong\u003e. The \u003cstrong\u003eCopy from\u003c/strong\u003e dialog displays.\u003c/li\u003e\n\u003cli\u003eSelect one or more companies.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eOK\u003c/strong\u003e. The settings are copied to the selected companies.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eYou can edit the settings for each company if necessary.\u003c/p\u003e\n\u003ch3 id=\"edit-workflow-details\" class=\"group\"\u003eEdit workflow details\u003ca class=\"prose-heading-self-link\" href=\"#edit-workflow-details\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eWhen you have set the default parameters for a company, all selected users (for the current company) will inherit the default parameters. You can, however, customize the parameters for individual users. In addition, you can edit the start and end dates as well.\u003c/p\u003e\n\u003cp\u003eYou have the following options:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/checkbox2.png\"\u003e to deselect a template for a user.\u003c/li\u003e\n\u003cli\u003eTo edit parameters and deadlines:\na.  Hold the mouse-pointer over one of the following sections of the \u003cstrong\u003eUser assignments\u003c/strong\u003e table:\u003c/li\u003e\n\u003cli\u003eRow (user): Settings for all active templates for this user.\u003c/li\u003e\n\u003cli\u003eColumn (template): Settings for all active users for this template.\u003c/li\u003e\n\u003cli\u003eIntersection (user name / template): Settings for this user and this template only.\nb.  Click \u003cstrong\u003eEdit\u003c/strong\u003e \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_edit.png\"\u003e.\nc.  In the \u003cstrong\u003eFrom-To\u003c/strong\u003e field, select a new start and end date (deadline) for the workflow, and click \u003cstrong\u003eApply\u003c/strong\u003e.\nd.  Under \u003cstrong\u003eParameters\u003c/strong\u003e, deselect (\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_unselected.png\"\u003e) \u003cstrong\u003eInherit this parameter\u003c/strong\u003e and enter a new parameter or select \u003cstrong\u003eLet the user decide\u003c/strong\u003e.\ne.  Click \u003cstrong\u003eOK\u003c/strong\u003e when you are done. Columns/rows/cells with custom settings, are highlighted in blue.\nf.  Click the down-arrow next to a user to view the custom settings.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"overlapping-settings\" class=\"group\"\u003eOverlapping settings\u003ca class=\"prose-heading-self-link\" href=\"#overlapping-settings\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eIf you enter overlapping settings (one setting for a row/user and another setting for a column/template), the settings will be prioritized in this order:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eIntersection (user name / template)\u003c/li\u003e\n\u003cli\u003eRow (user)\u003c/li\u003e\n\u003cli\u003eColumn (template)\u003c/li\u003e\n\u003cli\u003eDefault parameters and \u003cstrong\u003eFrom-To\u003c/strong\u003e date for workflow.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[]}