BI360 Cloud/Private Host - Workflow

BI360 Cloud/Private Host - Workflow

This document outlines the features of BI360 Workflow for assigning budget templates to users.

About this course

This lesson explores the BI360 Workflow module, available to users with the Report Designer license and Budgeting module.  Topics include:

  • Creating a new workflow definition
  • Status categories in a published workflow
  • Adding optional reviewer and approval users to a workflow
  • Parameter options in the workflow definition
  • What users see in their Assignments

Posted 11/18, Revised 11/19

About this course

This lesson explores the BI360 Workflow module, available to users with the Report Designer license and Budgeting module.  Topics include:

  • Creating a new workflow definition
  • Status categories in a published workflow
  • Adding optional reviewer and approval users to a workflow
  • Parameter options in the workflow definition
  • What users see in their Assignments

Posted 11/18, Revised 11/19