HyperionQuickGuide

BudgetingServices
&Hyperionteam

Workflowandapprovalprocess

FrancoisJoubert
ChrisSylvester
LydiaDuarte
IainClarkson
LouMitton
PaolaMorrone

joubert
sylvest
duartel
iclarks
mittonl
morronep

24316
24766
23934
21960
20821
21640

IMPORTANT:Toconfirmifyouareaninitialdepartmentownerwithdepartmentwriteaccessforenteringbudgets pleaseviewthepromotionalpathforworkflowinthe
HyperionCurrentWorkflowdocumentissuedwiththisguideorontheBudgetingwebsite.
ToensureyoureceivetheemailnotificationcomponentofHyperionWorkflow,ensureyouhavesetupyouremailaspertheHyperionPreferencesandOptionsSetting
guideontheBudgetingServiceswebsitehttp://www.mcmaster.ca/bms/BMS_FS_Budgeting.htm
NoteonEmailURL

1.

TheHyperlinkURLisnotcompatiblewithCitrixaccess,so
donotuse.Insteadfollowstep2loggingintoyourformvia
citrix HyperionSmartview.

Formsreleasedandworkflowstarted

Onreleaseoftheformsworkflowwillbeinitiated
Ifyouhaveinitialwriteaccesstoaformforadepartmentandhavesetup
youremailaspertheHyperionOptionsandPreferenceguideyouwill
receiveanemailfromHyperion
Anemailforeachdepartmenttowhichyouhaveaccessindicatingwhich
Scenario(DataInput for8MonthReview,BudgetandPlanyears),Version
(Working),andDepartment(D_XXXXX)

2.

ConnecttoHyperionSmartview andOpenaForm

SeetheHyperionQuickGuide Loginandaccessformsandreports(availableon

BudgetingServiceswebsitehttp://www.mcmaster.ca/bms/BMS_FS_Budgeting.htm )

*WhatifEmailnotificationisnotsetup*
Evenifyoudonothaveemailsetupinpreferences,oncetheformsare
releasedyouwillhavewriteaccessandbeabletoenterbudgetsandcarry
outthenextsteps.But,settinguptheemailwillhelpyourselfandothersto
receivenotifications.

3.EntertheBudgetforthedepartment
UsetheGuidesforLabourandOpex planningtonavigateformsandenterthedepartmentbudget
Note:Ifyouarenottheonlypersonwithaccesstothedepartmentandenteringbudgets,ensurebudgetiscompletely
enteredorreadyforpromotionbeforemovingontothenextstep

5.Promote(orReject)Departments

4.ViewApprovalStatusforDepartments
WithinHyperionSmartView withaFormopen
Planningtab
Approvals

EnsureScenarioisDataInput andVersionis
Working,usedropdownsifnecessary,thenClick
Refresh

Listofallyourdepartments(PlanningUnits)andcurrentstatusintheHyperionApprovalprocess
Selectthedepartmentyouwishtoaction
Note:Plannerswithaccesstoawholeupperlevelrollup,canselectthatinsteadofindividual
departments
SelectChangeStatus

SelectAction:
Promote Allcurrentownerstopromotetonextworkflowlevelowner
Reject ifyouareaLevel2orLevel3workflowownersendingbackto
previousownerforchanges
TakeOwnership forlevel2 or3workflowownertotakewriteaccessto
selecteddepartment
SelectNextOwner:<Automatic>
EnterAnnotationifyouhaveanycommentforthenextowner
ClickSubmit Thenewownerwillreceiveanemail(iftheiremailisset
upinPreferences)
Noteforinitiallevelowners:OnceSubmittedyoucannownolonger
editthebudgetformsforthisdepartment,youmustgetthecurrent
ownertoRejectitbacktoyoutobeabletomakefurrther changes.

**Importantnotes**:
Theworkflowprocesswillbein
placetocontrolwhocanmake
changesonforms.
PromotionandRejectionof
approvalsinManageApprovals
isbestaccompaniedbyverbalor
writtenconfirmationtothenew
owner,oroneofthenew
ownersifpartofagroup
Itdoesnotreplacetheexisting
formalBudgetreviewand
submissionprocesseitherwithin
departments,budgetenvelopes,
orforBudgetCommittee
Ifyourequireachangeinthe
workflowsetup,securityaccess,
orassistancewithworkflow
contactBudgeting