Budget planning workflow assignments

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Posted on by EUH

Hi all,

I need some help with Budget planning workflows. We have a scenario where there is an Org hierarchy defined based on departments which roll up to BUs. We need the Department and BU child plans that are created to look to the Financial dimension Owner as the approval assignment (in the same way as the GL Expenditure participants work). We can currently only route the assignment to the Operating unit Manager using the Budget organisation participants assignment type. However we do not want to use this as this will require multiple points of maintenance required. Currently expenditure workflows are configured to look at the Financial dimension owner, we would like the budget planning workflow to also be based on this approval route.

Many thanks

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André Arnaud de Cal... 303,354 Super User 2026 Season 1 on at

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Hi Euh,

If the option is not available for this workflow type, you can create a new participant provider.

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EUH 4 on at

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Thanks Andre, that worked.

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