Key Design Decisions

Designing and applying Process Control Manager to an OneStream Application has a prerequisite of a strong understanding of OneStream’s Workflow. It is highly recommended to review the OneStream Design and Reference Guide Chapter 2: Workflow Guides and Chapter 8: Workflow prior to implementing the Process Control Manager.  There is also advanced Workflow content on OneStream Academy. Key concepts to understand include:

• Workflow Profile structure and relationship with Cubes

• Workflow Tasks as assigned via the Workflow Name property, especially those that contain a Certify or Workspace Task

• Entity assignment to Workflow Profiles

• Relationship between Workflow Profiles and Origin members (i.e. Import, Forms, AdjInput) and how these are locked without Process Control Manager

• Workflow Channels, if being used for phased submission and promotion

• This Application’s Cube design, which will likely have an impact on PCM design choices:

  • Single or “Monolithic” Cube is the simplest Application design. These typically have one Workflow Profile structure, though that can vary by Scenario Type.

  • “Linked Cubes” is possible via relationships between multiple Entity dimensions into one superset Entity dimension. The “Top” or “Parent” Cube is configured with Cube References to others. Typically, Extensible Dimensionality is deployed with other dimensions, such as Accounts, allowing the Business Unit Cubes to satisfy their management reporting requirements. There is typically one Workflow Profile structure for all Linked Cubes, though that can vary by Scenario Type. This will require additional XFW_PCM_xxx Cubes as well as modifications to the included XFW_PCM Cube.

  • “Exclusive Cubes” are separate Business Unit Cubes that move their data from a Business Unit to a “Parent” Cube typically via Business Rules or the use of Data Management instead of through configured Cube References. Each separate Cube requires its own Workflow Profile structure, though that can vary by Scenario Type.

  • “Specialty Cubes” refers to special data collections outside of the typical Trial Balance or Planning data loads and is typically encompassed with no parent/child relationships between Cubes. Examples are for headcount or budget drivers. These figures might be referenced by other Cubes via Business Rules or Data Management. Each Specialty Cube would have separate Workflow Profile structures. Though possible, it is unlikely for Process Control Manager to be used for these types of collections.

This section will cover the key Process Control Manager solution functionality and related configuration options to help the customer successfully implement Process Control Manager to meet their process control requirements.  Having answers to these key process granularity questions before configuring Process Control Manager is highly recommended and will drive the implementation activities. These key decisions will guide which Process Control Manager configurations will be made and where. Some configurations at the Workflow Profile Base Input Parent, Base Input Children or Event Handler Business Rules linked to the Certify Workflow task may be necessary to meet requirements.