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Processes

Planning processes are the core of the application, allowing users to enter, validate, and approve data in a structured workflow. Each process is built around a model (fact table), with user-defined tasks, filters, imports, and validations.

Planning Processes Overview​

The Planning page provides a table of all defined processes. From this table, you can:

  • Create, update, delete, or clone a planning process
  • Start a planning process
  • Export all planning data
  • Run all related imports

Step-by-Step Process Configuration​

Each planning process is created using a step-by-step form. Below are the main configuration steps.

1. Details​

Define the basic information and active period for the process:

  • Name
  • Active From / To: Time range during which the process is accessible
  • Approve Option: Defines what happens when data is approved
  • Type: Budget or Forecast
  • Period From / To: Defines the scope of planning periods
  • Description: Optional explanatory text

2. Model and Measures​

Choose:

  • A model (fact table) that contains the planning data
  • One or more measures from that model that will be used in the planning UI

3. Layout​

Configure the table layout used during planning.

  • Select from connected dimensions and the chosen measures
  • A live pivot table preview helps visualize how the data will be shown

4. Imports​

Define which data will be imported automatically:

  • Imports for read-only or prefilled data
  • Option to import into dimensions associated with the process

These imports ensure the planning process starts with the correct data.

5. Filters​

Filters define which parts of the data users will be able to see or work with.

  • Choose a dimension and an attribute
  • Select a filter function: Equals, Greater Than, Less Than, etc.
  • Filter logic is based on the attribute’s data type (e.g. number, date)

Filters apply globally to all users in the planning process.

6. Read-Only Filters​

Similar to filters, but these values are locked and cannot be changed by users.

  • Typically used for data that is filled through imports
  • Ensures some fields remain controlled and uneditable during planning

7. Validations​

Use validations to ensure that users input data correctly.

  • Define rules using a dimension, attribute, and a logical function
  • Add a comparison value and an optional comment
  • If a cell fails validation, it will be highlighted and the comment will be shown

8. Workflow & Tasks​

Tasks assign planning responsibilities to users. They include both main tasks and optional subtasks.

Each task contains:

  • Task Name
  • Duration
  • Assigned Users
  • Notification Settings:
    • Frequency
    • Notification Start Date

Subtasks​

  • Subtasks are linked to a main task
  • Only the user who claims the main task can approve its subtasks

Row-Level Security (RLS)​

Each task can have its own RLS filters, which define what data the assigned user can see:

  • Works the same way as filters (dimension + attribute + condition)
  • Overrides global filters for that specific task
  • Enables highly personalized data visibility

9. Notification Template​

Customize the email notification sent to users when a planning task is assigned or a process is started.

  • Template is written in HTML with a live preview
  • Supports dynamic fields (e.g. task name, process name)

Add helpful links that appear inside planning tasks:

  • Each link has a Name and a URL
  • Common use cases include documentation, dashboards, or help resources

Summary​

Planning processes bring together data models, user roles, filters, validations, and workflows into a single, user-driven experience. Once started, each task runs independently, guided by the configuration defined in the setup steps.

✅ Remember: You can clone existing processes to speed up new setup!