11i Enterprise Planning and

Budgeting Analyst
Responsibility
Student Guide

D18972GC11
Edition 1.1
October 2005
D22185

Copyright 2005, Oracle. All rights reserved.

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Author
Lauran K. Serhal
Technical Contributors and Reviewers
Rita Aberbach, Gevorg Abrahamian, John Austin, Madhavan Boobalan, Ezequiel Colela, Stuart
French, Aniel Guinamand, Daniel Guinamand, Robin Hazel, Sue Helmy, Wendy Hodgetts,
Joanne Marciano, Jon D. Nelson, Michelle O'Brien, Jay Patel, Neal Ship, Marianne Slight, Trish
Stanley, Laura Tiktinsky, Patrick Viau, Martin Wiesner, Wayne Wong
This book was published using:

oracletutor

Table of Contents
Oracle Enterprise Planning and Budgeting (EPB): Overview ....................................................................1-1
Oracle Enterprise Planning and Budgeting (EPB): Overview .......................................................................1-2
Objectives ......................................................................................................................................................1-3
Navigation Paths Conventions Used in This eClass ......................................................................................1-4
What Is Corporate Performance Management (CPM)? .................................................................................1-5
Benefits of Using Oracle's CPM Solution .....................................................................................................1-6
Oracle's CPM Product Footprint....................................................................................................................1-7
Additional CPM Information.........................................................................................................................1-8
What Is Oracle Enterprise Planning and Budgeting (EPB)?..........................................................................1-9
What Is EPB? ................................................................................................................................................1-10
Business Needs for Oracle Enterprise Planning and Budgeting (EPB) .........................................................1-11
Business Needs for EPB: Understand the Business Better ............................................................................1-12
Business Needs for EPB: Control the Planning Process................................................................................1-13
Business Needs for EPB: Tune Plans to Improve Results .............................................................................1-14
The Enterprise Performance Foundation (EPF) Schema ...............................................................................1-15
Business Processes ........................................................................................................................................1-16
Business Processes and Process Runs Examples...........................................................................................1-17
EPB Business Process Tasks .........................................................................................................................1-18
EPB Reports ..................................................................................................................................................1-19
EPB Data Entry and Worksheets ...................................................................................................................1-20
Working with Personal and Public Folders ...................................................................................................1-22
Personal Objects ............................................................................................................................................1-23
Public Objects................................................................................................................................................1-24
EPB Responsibilities .....................................................................................................................................1-25
Security..........................................................................................................................................................1-26
Summary........................................................................................................................................................1-27
Components of Data Organization in EPB....................................................................................................2-1
Components of Data Organization in EPB ....................................................................................................2-2
Objectives ......................................................................................................................................................2-3
How Does EPB Leverage Online Analytical Processing (OLAP)?...............................................................2-4
Multidimensional Analytical Applications ....................................................................................................2-5
Components of EPB Data Organization ........................................................................................................2-6
Multidimensional View of Data ....................................................................................................................2-7
EPB Data .......................................................................................................................................................2-8
Dimensions and Dimension Members...........................................................................................................2-9
Pre-defined Dimensions in EPF.....................................................................................................................2-10
EPB Views.....................................................................................................................................................2-11
The "View" Dimension..................................................................................................................................2-12
The "View" Dimension: Example .................................................................................................................2-13
Views Naming Convention: Example ...........................................................................................................2-14
Attributes .......................................................................................................................................................2-15
Levels ............................................................................................................................................................2-16
Hierarchies.....................................................................................................................................................2-17
Level-Based Hierarchies Example.................................................................................................................2-18
Value-Based Hierarchies Example ................................................................................................................2-19
Summary........................................................................................................................................................2-20
Practice 2: Components of Data Organization in EPB ..............................................................................2-21
EPB Responsibilities and Shadows ................................................................................................................3-1
EPB Responsibilities and Shadows ...............................................................................................................3-2
Objectives ......................................................................................................................................................3-3
The Process of Accessing Data in EPB .........................................................................................................3-4
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What Happens When a Security Administrator Adds a New Account? ........................................................3-5

The Personal AW...........................................................................................................................................3-6
The Shared AW .............................................................................................................................................3-7
EPB Available Responsibilities.....................................................................................................................3-8
The Analyst Responsibility............................................................................................................................3-9
EPB Business Process Administrator Responsibility (BPA).........................................................................3-11
EPB Controller Responsibility ......................................................................................................................3-12
EPB Security Administrator Responsibility ..................................................................................................3-13
The Schema Administrator Responsibility ....................................................................................................3-14
What Is a Shadow? ........................................................................................................................................3-15
When to Assign a Shadow? ...........................................................................................................................3-16
Security Administrator: Assigning Shadows to Analysts and BPAs .............................................................3-17
The Available Shadow Functionality for Analyst and BPA Responsibilities................................................3-18
The Shadow: Available Access Privileges ....................................................................................................3-19
The Shadow ...................................................................................................................................................3-20
What Can a Shadow Do?...............................................................................................................................3-21
Summary........................................................................................................................................................3-22
Practice 3: EPB Responsibilities and Shadows..........................................................................................3-23
Accessing and Exploring the EPB Analyst Home Page................................................................................4-1
Accessing and Exploring the EPB Analyst Home Page ................................................................................4-2
Objectives ......................................................................................................................................................4-3
Supported Web Browsers and Login Tips .....................................................................................................4-4
Accessing the EPB Home Page .....................................................................................................................4-5
EPB Analyst User Home Page Components .................................................................................................4-6
The Header Area Links..................................................................................................................................4-7
The Welcome Area........................................................................................................................................4-8
The Information Area ....................................................................................................................................4-9
The Shortcuts Area ........................................................................................................................................4-10
EPB Notifications ..........................................................................................................................................4-11
The Footer Area.............................................................................................................................................4-12
Using the Documents Tab .............................................................................................................................4-13
Using the Administration Tab .......................................................................................................................4-14
Using the Personal Metadata Tab ..................................................................................................................4-15
The Navigation Path or "Breadcrumbs". .......................................................................................................4-16
Using the EPB Help System ..........................................................................................................................4-17
Setting the Display Preferences for Oracle Self-Service Web Applications .................................................4-18
Exiting EPB ...................................................................................................................................................4-19
Summary........................................................................................................................................................4-20
Practice 4: Accessing and Exploring the EPB Analyst Home Page ..........................................................4-21
Working with Reports and Folders................................................................................................................5-1
Working with Reports and Folders................................................................................................................5-2
Objectives ......................................................................................................................................................5-3
Reports and Folders .......................................................................................................................................5-4
Crosstab Document........................................................................................................................................5-5
Graph Document ...........................................................................................................................................5-6
Working with Folders....................................................................................................................................5-7
Available Folder Privileges ...........................................................................................................................5-9
The "List" Privilege .......................................................................................................................................5-10
The "Read" Privilege .....................................................................................................................................5-11
The "Add" Privilege ......................................................................................................................................5-12
The "Write" Privilege ....................................................................................................................................5-13
The "Full Control" Privilege..........................................................................................................................5-14
User Privileges to Folders..............................................................................................................................5-15
Using the "Reports" Page ..............................................................................................................................5-16
Saving Reports in Folders..............................................................................................................................5-17
Maintaining Folders.......................................................................................................................................5-18
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Deleting Personal Reports from Folders........................................................................................................5-19

Deleting Saved Selections from Folders........................................................................................................5-20
Searching for Reports and Saved Selections .................................................................................................5-21
Searching for Reports ....................................................................................................................................5-22
Searching for Objects: The Search Criteria ...................................................................................................5-23
Sorting the Objects List in the "Reports" Page ..............................................................................................5-24
Sorting the Search Results List......................................................................................................................5-25
Setting Folder Privileges ...............................................................................................................................5-26
Setting Folder Privileges: Example 1 ............................................................................................................5-27
Setting Folder Privileges: Example 2 ............................................................................................................5-28
Setting Folder Privileges: Example 3 ............................................................................................................5-29
Setting Folder Privileges: Example 4 ............................................................................................................5-30
Accessing Reports .........................................................................................................................................5-31
Viewing and Modifying the Properties of a Report.......................................................................................5-32
The Report "Properties" Page: The "General" Section ..................................................................................5-33
The Report "Properties" Page: The "Display Options" Section.....................................................................5-34
Accessing and Displaying the Report Title Components ..............................................................................5-35
Copying Reports to Folders ...........................................................................................................................5-36
Moving Reports to Folders ............................................................................................................................5-37
Deleting Reports ............................................................................................................................................5-38
Moving or Copying a Report That Uses a Saved Selection...........................................................................5-39
Saving a Report .............................................................................................................................................5-40
Available Report Privileges...........................................................................................................................5-41
The "Read" Privilege .....................................................................................................................................5-42
The "Write" Privilege ....................................................................................................................................5-43
The "Full Control" Privilege..........................................................................................................................5-44
How Do You Share Objects with Other Users?.............................................................................................5-45
Granting and Revoking Access to Your Public Sub-Folder or Report: Overview ........................................5-46
Summary........................................................................................................................................................5-47
Practice 5: Working with Reports and Folders ..........................................................................................5-48
Practice 5: Working with Reports and Folders (continued).......................................................................5-49
Working with Crosstabs..................................................................................................................................6-1
Working with Crosstabs ................................................................................................................................6-2
Objectives ......................................................................................................................................................6-3
Creating a New Crosstab: Overview .............................................................................................................6-4
Creating a New Crosstab: Choosing the Report Type ...................................................................................6-5
Step 1 of the Create Crosstab Wizard: The "Start With" Page ......................................................................6-6
Selecting One or More Items from the Available Box ..................................................................................6-7
Focusing on the Available or the Selected Items...........................................................................................6-8
Removing One or More Items from the Selected Box...................................................................................6-9
Searching for Items in the "Start With" Page ................................................................................................6-10
Step 2 of the Create Crosstab Wizard: The "Refine Selections" Page...........................................................6-11
The "Crosstab Options" Page: The "Titles" Section ......................................................................................6-12
The "Crosstab Options" Page: The "General" Section ..................................................................................6-13
Displaying the Crosstab Title Components ...................................................................................................6-14
Using the Crosstab Toolbar ...........................................................................................................................6-15
Changing the View to a Crosstab or Graph ...................................................................................................6-16
Understanding the Layout Components of a Crosstab...................................................................................6-17
Changing the Layout of a Crosstab ...............................................................................................................6-18
Method 1: Changing the Crosstab Layout Using the "Layout" Tool.............................................................6-19
Method 2: Changing the Layout Using the "Layout" Page............................................................................6-20
Using the Dimension Layout Icons ...............................................................................................................6-21
Re-Displaying a Hidden Dimension ..............................................................................................................6-22
Selecting Data Cells in a Crosstab.................................................................................................................6-23
Formatting Data Using the Format Tool........................................................................................................6-24
Formatting Data Using the Format Tool: Example .......................................................................................6-25
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Formatting Data Using the "Format Cells" Page ...........................................................................................6-26

Specifying a Number Format Option.............................................................................................................6-27
Using the Custom Number Format Elements ................................................................................................6-28
Sample Custom Number Format Elements ...................................................................................................6-29
Specifying a Currency Format: Example.......................................................................................................6-30
Conditional Cell Format ................................................................................................................................6-31
Working with Stoplight Formatting...............................................................................................................6-32
Using the Stoplight Format Tool: Example ...................................................................................................6-33
Conditional Cell Format: Example ................................................................................................................6-35
Conditional Header Format: Example ...........................................................................................................6-36
Exception Formats Precedence Order............................................................................................................6-37
Sorting the Selected Items .............................................................................................................................6-38
Using the Saved Selections Tool ...................................................................................................................6-39
Annotating Data Cells ...................................................................................................................................6-40
Viewing the Annotation of a Cell ..................................................................................................................6-41
Creating a New Annotation ...........................................................................................................................6-42
The Components of the "Comments Recorded" Page ...................................................................................6-44
The Components of the "View Comment" Page ...........................................................................................6-45
Drilling Up and Down on Data......................................................................................................................6-46
Printing Crosstabs with and Without Annotations.........................................................................................6-47
Exporting Data from Crosstabs: Available Formats ......................................................................................6-48
Using the "Edit Component" Page.................................................................................................................6-49
Summary........................................................................................................................................................6-50
Practice 6: Working with Crosstabs...........................................................................................................6-51
Practice 6: Working with Crosstabs (continued) .......................................................................................6-53
Working with Graphs .....................................................................................................................................7-1
Working with Graphs ....................................................................................................................................7-2
Objectives ......................................................................................................................................................7-3
Creating a New Graph: Overview .................................................................................................................7-4
Creating a New Graph Report: The "Select Report Type" Page....................................................................7-5
Step 1 of the Create Graph Wizard: The "Start With" Page ..........................................................................7-6
Selecting One or More Items from the Available Box ..................................................................................7-7
Focusing on Available or Selected Items ......................................................................................................7-8
Removing One or More Items from the Selected Box...................................................................................7-9
Searching for Items in the "Start With" Page ................................................................................................7-10
Step 2 of the Create Graph Wizard: The "Graph Type" Page........................................................................7-11
Step 3 of the Create Graph Wizard: The "Refine Selections" Page...............................................................7-12
Available Graph Types..................................................................................................................................7-13
Example of the Available Graph Subtypes: Bar and Horizontal Bar.............................................................7-14
Using the "Options" Page ..............................................................................................................................7-15
The "Options" Page: The "Titles" Section.....................................................................................................7-16
Where Are the Graph Title Components Displayed? ....................................................................................7-17
The "Options" Page: The "General" Section .................................................................................................7-18
The "Options" Page: The "Size" Section .......................................................................................................7-19
The "Options" Page: The "Series" Section ....................................................................................................7-20
The "Options" Page: The "X-Axis Labels" Section.......................................................................................7-21
The "Options" Page: The "Y-Axis Scale" Section.........................................................................................7-22
Using the Graph Toolbar ...............................................................................................................................7-23
Using the View Tool to Choose the Report Type..........................................................................................7-24
Understanding the Layout Components of a Graph: Example ......................................................................7-25
Changing the Layout of a Graph ...................................................................................................................7-26
Method 1: Changing the Graph Layout Using the "Layout" Tool.................................................................7-27
Method 2: Changing the Layout Using the "Graph Layout" Page.................................................................7-28
Using the Layout Icons..................................................................................................................................7-29
Hiding and Un-Hiding a Dimension: Example..............................................................................................7-30
Available Sort Methods .................................................................................................................................7-31
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Using the Saved Selections Tool ...................................................................................................................7-32

Drilling Up and Down on Data......................................................................................................................7-33
Drilling Up and Down on Data: Examples ....................................................................................................7-34
Printing Graphs..............................................................................................................................................7-35
Exporting Graph Data Formats......................................................................................................................7-36
Using the "Edit Component" Page.................................................................................................................7-37
Summary........................................................................................................................................................7-38
Practice 7: Working with Graphs...............................................................................................................7-39
Working with Worksheets ..............................................................................................................................8-1
Working with Worksheets .............................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
The Benefits of EPB Data Collection Process...............................................................................................8-4
Using Templates and Worksheets..................................................................................................................8-5
Data Collection Process Overview: A BPA Perspective ...............................................................................8-6
Data Collection Process Overview: An Analyst Perspective.........................................................................8-7
Typical Data Collection Business Process Flow: Example ...........................................................................8-8
What Happens Next to a Submitted Worksheet That Requires Approval? ...................................................8-9
What Happens Next to a Submitted Worksheet, No Approval Required? ....................................................8-10
When Do You Receive Worksheet Notifications? ........................................................................................8-11
Opening Worksheets......................................................................................................................................8-12
Data Cells Types in Worksheets....................................................................................................................8-13
Updatable Input Level Cells ..........................................................................................................................8-14
Updatable Non-Input Level Cells ..................................................................................................................8-15
Read-Only and Target Cells ..........................................................................................................................8-16
Worksheet Cell Annotations..........................................................................................................................8-17
Using the Worksheet Toolbar........................................................................................................................8-18
The Available Toolbar Tools in Update and Read-Only Modes ...................................................................8-19
Personalizing Your View of a Worksheet .....................................................................................................8-20
Restoring the Worksheet's Default Layout ....................................................................................................8-21
Worksheet Instructions ..................................................................................................................................8-22
Worksheet Legend.........................................................................................................................................8-23
Selecting Data Cells in a Worksheet..............................................................................................................8-24
Drilling Up and Down on Data in a Worksheet.............................................................................................8-25
Working with Targets....................................................................................................................................8-26
Targets Types ................................................................................................................................................8-27
Viewing the Target Values ............................................................................................................................8-28
Adding the Target View to the Worksheet ....................................................................................................8-29
Views Naming Convention: Example ...........................................................................................................8-30
Validating Against Targets in the Worksheet................................................................................................8-31
Setting Targets for Subordinates ...................................................................................................................8-32
Saving Worksheets ........................................................................................................................................8-33
Exporting Data from Worksheets ..................................................................................................................8-34
Methods for Entering Data in Worksheets ....................................................................................................8-35
Aggregating Data...........................................................................................................................................8-36
Why Aggregating Data? ................................................................................................................................8-37
The Aggregate Function Parameters..............................................................................................................8-38
Aggregating Data Left: Example...................................................................................................................8-39
Growing Data in a Worksheet .......................................................................................................................8-40
The Grow Function Parameters .....................................................................................................................8-41
Growing Data Right by 50: Example ............................................................................................................8-42
Increasing Data in a Worksheet .....................................................................................................................8-43
The Increase Function Parameters.................................................................................................................8-44
Increasing Data by 50: Example....................................................................................................................8-45
Spreading Data in a Worksheet .....................................................................................................................8-46
The Spread Function Parameters ...................................................................................................................8-47
Spreading Data Right Evenly: Example ........................................................................................................8-48
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Requirements for Using the Aggregate, Grow, and Spread AutoFill Tools ..................................................8-49
Recalculating Data.........................................................................................................................................8-50
What Happens to a Submitted Worksheet that Requires Approval? .............................................................8-51
What Happens to a Submitted Worksheet, No Approval Required? .............................................................8-52
Distributing and Redistributing Worksheets..................................................................................................8-53
Submitting Worksheet Data...........................................................................................................................8-54
Submitting a Worksheet That Includes Targets.............................................................................................8-55
Approving a Submitted Worksheet That Requires Approval ........................................................................8-56
Rejecting a Submitted Worksheet That Requires Approval ..........................................................................8-57
Submitting a Worksheet That Does Not Require Approval ..........................................................................8-58
Reviewing Subordinate Worksheets..............................................................................................................8-59
Viewing Worksheet Status ............................................................................................................................8-60
Viewing a Worksheet Status: Keywords .......................................................................................................8-61
Summary........................................................................................................................................................8-62
Practice 8: Working with Worksheets .......................................................................................................8-63
Working with Selection Steps .........................................................................................................................9-1
Working with Selection Steps .......................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
The Data Selection Process ...........................................................................................................................9-4
The "Start With" and the "Refine Selections" Pages .....................................................................................9-5
Using the "Refine Selections" Page...............................................................................................................9-6
Including, Editing, Re-ordering, and Deleting Selection Steps .....................................................................9-7
Previewing Selections....................................................................................................................................9-8
Creating a New Selection Step: Overview ....................................................................................................9-9
Specifying the Selection Step Action ............................................................................................................9-10
Using the Add Keyword: Example................................................................................................................9-11
Using the Keep Keyword: Example ..............................................................................................................9-12
Using the Remove Keyword: Example .........................................................................................................9-13
Choosing the Selection Step Type .................................................................................................................9-14
Selecting Members from a List of the Available Members ...........................................................................9-15
Selecting Members Using the Various Exception Selection Step Types.......................................................9-16
Exception Selection Step Type: "X >= value"...............................................................................................9-17
Exception Selection Step Type: "X >= Y". ...................................................................................................9-18
Exception Selection Step Type: "X Within N of Y"......................................................................................9-19
Exception Selection Step Type: "X Between Minimum and Maximum Values"..........................................9-20
1. The Top/Bottom selection Step Type: Top or Bottom Members Based on a View ..................................9-21
2. The Top/Bottom Step Type: Members That Make Up the Top/Bottom N Percent ...................................9-22
1. Using the Hierarchy Step Type: Members Based on Family Relationships ..............................................9-23
The Type of Relationships Between Dimension Members ...........................................................................9-24
Hierarchies and the Relationships Between Dimension Members ................................................................9-25
2. Using the Hierarchy Step Type: Members Based on Level Relationships ................................................9-26
3. Using the Hierarchy Step Type: All Members at a Specified Level..........................................................9-28
Using the Time/Ordinal Selection Step Type with a Non-Time Dimension .................................................9-29
The Available Time/Ordinal Selection Step Type for a Time Dimension.....................................................9-30
1. Using the "N Time Periods Before a Specified Date" Option ...................................................................9-31
2. Using the "First/Last N Members" Option ................................................................................................9-32
Using the Match Selection Step Type............................................................................................................9-33
Using the Attribute Selection Step.................................................................................................................9-34
Summary........................................................................................................................................................9-35
Practice 9: Working with Selection Steps..................................................................................................9-36
Working with Saved Selections ......................................................................................................................10-1
Working with Saved Selections.....................................................................................................................10-2
Objectives ......................................................................................................................................................10-3
What Are Saved Selections?..........................................................................................................................10-4
Applying Saved Selections ............................................................................................................................10-5
Searching for Saved Selections .....................................................................................................................10-6
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Creating a New Saved Selection....................................................................................................................10-7

Saved Selections Types .................................................................................................................................10-8
When to Use the "Save Steps" Type? ............................................................................................................10-9
When to Use the "Save Members" Type?......................................................................................................10-10
Working with the "Selection Properties" Page ..............................................................................................10-11
Maintaining Saved Selections........................................................................................................................10-12
How Do You Share Saved Selections with Other Users?..............................................................................10-13
Granting and Revoking Access to Your Saved Selections: Overview...........................................................10-14
Summary........................................................................................................................................................10-15
Practice 10: Saved Selections Practice ......................................................................................................10-16
Working with Analyst Calculations ...............................................................................................................11-1
Working with Analyst Calculations...............................................................................................................11-2
Objectives ......................................................................................................................................................11-3
What Are Analyst Calculations? ...................................................................................................................11-4
Available Calculation Types in EPB .............................................................................................................11-5
Creating Analyst Calculations .......................................................................................................................11-6
Access Privileges to Analyst Calculations.....................................................................................................11-7
Where Can You Use the Analyst Calculations? ............................................................................................11-8
Available Calculation Templates Types ........................................................................................................11-9
Using the "Analyst Calculations" Page..........................................................................................................11-10
Granting and Revoking Access to Your Analyst Calculations: Overview ....................................................11-11
Specifying the Calculation Format ................................................................................................................11-12
Summary........................................................................................................................................................11-13
Practice 11: Working with Analyst Calculations.......................................................................................11-14
Practice 11: Working with Analyst Calculations (continued)....................................................................11-16
Working with Business Processes...................................................................................................................12-1
Working with Business Processes .................................................................................................................12-2
Objectives ......................................................................................................................................................12-3
Understanding Business Processes ................................................................................................................12-4
Business Processes, Process Runs, and Views ..............................................................................................12-5
Defining a Business Process..........................................................................................................................12-6
Who Is the Owner of a Business Process?.....................................................................................................12-7
Working with the "Business Processes" Page as an Analyst .........................................................................12-8
Business Process (BP) Simple Example........................................................................................................12-9
Draft and Effective (Published) Business Processes......................................................................................12-10
Working with a Business Process as an Analyst ...........................................................................................12-12
Adding Exception Alerts to a Business Process ............................................................................................12-13
The Exception Alert Task: Example..............................................................................................................12-14
Adding an Exception Alert as an Analyst......................................................................................................12-15
The Exception Alert Task Parameters: Overview .........................................................................................12-16
What Happens Next? .....................................................................................................................................12-17
Viewing the Exception Alert Notification .....................................................................................................12-18
Summary........................................................................................................................................................12-19
Practice 12: Working with Business Processes..........................................................................................12-20
Monitoring Process Runs and Business Process Tasks ................................................................................13-1
Monitoring Process Runs and Business Process Tasks .................................................................................13-2
Objectives ......................................................................................................................................................13-3
Monitoring the Status of Process Runs as an Analyst ...................................................................................13-4
Using the "Status of Process Runs" Page ......................................................................................................13-5
Monitoring the Status of Process Runs: The Available View Types.............................................................13-6
The Process Runs Status Icons ......................................................................................................................13-7
What Are Business Process Tasks? ...............................................................................................................13-8
Monitoring the Status of Business Process Tasks..........................................................................................13-9
Using the "Tasks" Page .................................................................................................................................13-10
The Business Process Task Status Icons........................................................................................................13-11
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Summary........................................................................................................................................................13-12
Practice 13: Monitoring Process Runs and Business Process Tasks..........................................................13-13
Working with Personal Metadata ..................................................................................................................14-1
Working with Personal Metadata ..................................................................................................................14-2
Objectives ......................................................................................................................................................14-3
Personal and Shared Metadata.......................................................................................................................14-4
Using the Personal Metadata Tab ..................................................................................................................14-5
Why Create a Personal Metadata Object? .....................................................................................................14-6
Defining and Maintaining Personal Dimension Levels .................................................................................14-7
Searching for a Dimension ............................................................................................................................14-8
Adding and Removing Personal Dimension Levels in a Shared Hierarchy ..................................................14-9
Defining a Personal Dimension Member.......................................................................................................14-10
Viewing Personal and Shared Metadata ........................................................................................................14-11
Summary........................................................................................................................................................14-12

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