OneStream XF - Scenario Properties: Workflow

Follow us on Twitter & LinkedIn for more tutorials, case studies, and articles.

Publication Date: 08/22/2019
Share This Article

We will go more in depth on how each scenario property works.

WORKFLOW PT. 1

Use in Workflow

There is a True/False Option for this property. If the Scenario is not loaded into yet, switch to False.

Workflow Tracking Frequency

For Actual Scenarios, All Time Periods is typically chosen. For Budget or Forecast Scenarios, Yearly is typically chosen.

Workflow Time

Workflow Time is typically used associated with Range Workflow Tracking Frequency. Forecast Scenario is used as M9, then Workflow Time is M1 of that scenario.

WORKFLOW PT. 2

Workflow Start Time

It is typically used associated with the Range Workflow Tracking Frequency. Forecast Scenario is used as M9, so then Workflow Time will be M10 of that year.

Workflow End Time

It is also typically used with the Range Workflow Tracking Frequency. The End Time depends on the length of time for that specific Scenario. For example, if it is 1 year, then the Workflow End Time will be M12 of that year.

Number Of No Input Periods Per Workflow Unit

This is used for seeding purposes in Forecase Scenarios. This shows how many periods will be seeded and not valid for input. It is used with the Range and Yearly Workflow Tracking Frequency. Note: If the Workflow Time is M9, No Input Periods will be 9 and only 3 months (Oct, Nov, Dec) will be open for input. The months January through September will be seeded through another Scenario.

NEED HELP?

Need help implementing OneStream XF? No worries - our consultants at Paradigm SES are well-versed in EPM software and can help your company successfully implement OneStream XF. Feel free to contact us for more information and details. A consultant will get back to you shortly.