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Instructions to install Task Manager (UTM) in OneStream XF
Task Manager (UTM) is one of the solutions in the Market Place that makes use of OneStream XF software even easier. But how do you configure it to your situation? And which settings are important? Independent consultant Marc Roest explains how, including tips for the installation and configuration of Task Manager.
In the blog ‘Why you get more out of your OneStream XF software with Task Manager (UTM)’, we explained how Task Manager helps you to create workflows for your processes. This solution offers a dashboard and default scripts to set-up, execute and monitor your periodic processes, both in OneStream and elsewhere.
Installing UTM from the Market Place
When starting with a new Market Place solution, it is best practice to implement the solution into a development environment and migrate to production afterwards. This to prevent manual work, migrating happens on SQL database level. You will need someone with SQL access to support you or ask your system administrator.
Furthermore, if this was not done before for another solution, some database server settings must be adjusted by your administrator/installation partner. These settings apply to many Market Place solutions.
A straightforward step-by-step description is provided in the documentation to install the solution: Download the .zip file from the Market Place; import via the Load/Extract functionality; open the created dashboard; click Setup Tables and click Launch Solution. It is literally done within a minute.
How to configure UTM for your organization
As with most Market Place solutions there are buttons on the right top side for different parts of the solution and a button to access the settings of the solution:
The provided documentation (of 56 pages) describes all settings in detail. This helps you to decide your preferred option. Marc has selected the most interesting settings for you:
- Email functionality
The solution uses email functionality to notify users of their tasks and progress. This part links to existing email connectivity, however it is not described in detail in the document. If this is not yet configured, you need to ask your (technical) administrator/installation partner. For their reference, there is OneStream Knowledge Base article about this.
Also, ensure that the field Email is correct in the Administration – Security menu for all users.
- Due dates
For Due dates for your tasks there are two options. You can either select to use derived, which makes the dates all relevant to your close date (like close -3), or you can make it explicit creating a list of close dates per task per period. If you require a detailed approach, it is even possible to work with hours where times must be specified in UTC to make it work correctly over different time regions.
It is also possible to choose how the system handles holiday offsets. You can either shift the start of the task or extend the duration of the task when its timespan includes a day off.
Holiday profiles can be set per country/region allowing tasks to be postponed or extended dependent of your setting earlier. However, these profiles are attached on a task level, so if this is required you need to create separate tasks per region.
- Settings per user
For each user there are personal settings. For example a starting page when logging in, a time zone and whether the system should take daylight savings into account.
Four Tips to make the Configuration of UTM easier
1. For configuration tasks that require many updates, like Close dates where you set the appropriate close dates per WorkFlow item, there is an export and import functionality available.
2. Also, you can download an Excel template.Your activities are grouped in categories and subcategories. This gives you great flexibility to manage your various processes like month close, quarter close but also budget etc. in the same tool.
3. There is a Mass Update menu available that lets you easily update many tasks at once. This can be seen as a huge filter, where you can e.g. update all tasks currently assigned to user A to user B or change all tasks with a workday of -3 to -4 because you need to start early this period.
4. You can upload instructions for specific tasks that explain the user how to execute this task. These instructions can be attached in many formats, but best practice is to use DOCX, XLSX or PDF since these attachments are opened within the Task Manager instead of popping up as a download. This will increase your user experience for this solution.
Security settings within the Task Manager Solution
As within any Performance Management solution, security is an important issue. To avoid double maintenance, the security setup is directly connected to your existing security groups in OneStream. Tasks can be assigned by task or group to users and/or groups as Preparer or Approver. The same user can never prepare and approve a task due to the built-in segregation of duties.
Setting up tasks
Once you have installed the Task Manager from the Market Place and configured it to your taste, the next step is setting up the tasks.
Start with creating a task group which can be assigned to a frequency e.g. 1-12 or 3,6,9,12. To this group you can apply security and add instructions. The group needs to be published to the users before it is accessible. With publishing, there are two choices. You can either update the current task list (merge) or start all over for the applicable WorkFlow period (replace).
Maintenance of task groups, tasks and dependencies can be extensive. The following features can make life easier:
- For setting tasks, there is an Export, Import and XLS template available as well.
- A task can be added to multiple categories, so you don’t have to duplicate tasks to avoid maintenance in multiple locations.
- From a task you can create an action. No action means it is just an instruction to the user to do something. You can connect almost every task in OneStream e. opening a workflow, open a page/cubeview/dashboard or even open a website outside OneStream.
For each task you can select whether the task is directly executed when the user selects the task (Auto Execute) or not.
- Tasks can also be copied as a starting point for a new task.
Unfortunately, the holiday profile is attached per task. This makes it difficult to treat the holiday profile per region if you don’t have region-specific task lists.
Working with Tasks
Task statuses can be reviewed in three ways:
- There is a Gant chart available showing all tasks with their statuses, due dates and dependencies;
- There is a task analysis dashboard available as well. This dashboard shows details about the statuses of all tasks;
- There is also a task grid available for a more detailed view per task.
From all reports, there is a drill down functionality for further analysis or executing the tasks.
From a task, the user can check its details, add a comment, see dependencies to/from other tasks, open the attached instructions (directly in the window) or forward the task to another preparer/ approver.
The user can start the task (settings its status to In Process), execute the task, put it one phase back or mark it as completed. There is a full log available of all steps with the appropriate user and timestamps.
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