Create a recurring cycle

A PerformancePoint Planning Server cycle can mirror most any manual workflow process that you have implemented in your organization. For example, in many organizations, managers assign tasks to employees who input data. After a series of deadlines, other managers approve that input, auditors analyze the input, and so forth.

You can use Planning Server process management to automate this cycle of tasks.

In addition, you can create a recurring cycle for tasks that repeat regularly; for example, a budgeting process that repeats every month.

When you create the recurring cycle, you do so in multiple stages. First, you configure the cycle. Next, you define the elements and recurrence behavior in the cycle. Then, you review and save the cycle.

Note: Creating a recurring cycle is the second step in the process described in the topic How do I create a data entry form that recurs monthly?. The first step in that process is to Create a data entry form; the final step is to Create an assignment.

What do you want to do?

Part I: Configure the cycle

Part II: Define the elements in the cycle

Part III: Define the recurrence behavior

Part IV: Review and save the cycle

Next steps

Part I: Configure the cycle

First, configure the various settings for the cycle.

  1. Open Planning Server. In the Workspace Browser pane, select Process Management.

  2. In the Process Scheduling Tasks pane, select Create a Cycle. The Name the Cycle page opens.

  3. In the Name text box, type a name for the cycle. The name must be from 1 to 256 characters. There are no restrictions on which characters you can type. Try to create a name that describes the cycle and helps you remember what the cycle does.

  4. In the Label text box, type a label for the cycle. PerformancePoint Planning Business Modeler uses the label internally to identify and track objects. The label cannot exceed 40 characters, and it must be unique. That is, two objects cannot have identical labels. Certain characters and words are not allowed in labels. For information about restricted characters and reserved words, see the Reference: About names and labels topic.

  5. (Optional) In the Description text box, type a description of the new cycle. The description can be up to 512 characters long.

  6. Click the ellipsis to the right of the Owner text box to specify the owner of the cycle. The owner has permission to change the status of the cycle at any time, regardless of its current state.

  7. When the Select Owner dialog box opens, scroll through the list of users and select one name.

  8. Click Add Selected to move the selected user name to the Selected user box. You cannot select more than one owner for a given cycle.

  9. Click OK to complete the owner selection and return to the Create a Cycle Wizard.

  10. Click Next to open the Select a Model page.

  11. In the Model to which data will be submitted list, select the model for the cycle. Data that a contributor submits in an assignment that is associated with this cycle can only be written to the selected model.

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Part II: Define the elements in the cycle

Next, define the start and end date, the scenario, and various other options.

  1. Click Next to open the Define Data-Entry Scope page.

  2. Locate the Start text box and then click Edit. In the Select Members dialog box, select the check box next to the date that you want users to begin contributing data to the cycle.

    Note: Together, the Start and End dates specify the range of dates that users can enter data in this cycle. The start and end periods must be at the leaf level of the Time dimension in the selected model. If you want the range of valid dates to dynamically update on every recurrence of the cycle, you can add a reference to the Current Period by using the Time menu in the member selector.

  3. Click OK to close the Select Members dialog box and return to the Define Data-Entry Scope page.

  4. Locate the End text box and then click Edit. In the Select Members dialog box, select the check box next to the date that you want users to stop contributing data to the cycle.

  5. Click OK to close the Select Members dialog box and return to the Define Data-Entry Scope page.

  6. Locate the Scenario text box and then click Edit. In the Add or Remove Members to include them in the selection for dialog box, select the check box next to the scenario that you want to associate with the cycle. Users will only be able to enter data in the scenario that you specify. You can select only one scenario per cycle. To enable data entry in multiple scenarios, you must create multiple cycles.

  7. Click OK to close the Add or Remove Members to include them in the selection for dialog box and return to the Define Data-Entry Scope page.

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Part III: Define the recurrence behavior

Next, choose the recurrence behavior.

  1. Since you are creating a cycle that recurs each month, select the Define a recurrence pattern for this cycle check box. Click Next to open the Recurrence Pattern page.

  2. In the Calendar list, select Gregorian calendar.

  3. In the Recurrence interval list, select Month.

  4. In the Recurrence description box, leave the The cycle will repeat every 1 month value at 1.

  5. In the Recurrence description box, click the underlined date and time to display the Next start date dialog box. In the Next start date dialog box, select the date that the first iteration of this cycle will start.

  6. In the Recurrence description box, leave the Each repetition will last 30 days value at 30.

  7. Click Next to open the Recurrence Duration page.

  8. Select No end date if you want this cycle to repeat indefinitely. To set a specific number of repetitions, select Number of occurrences, and then click the number in the box or type the number manually.

  9. Click Next to open the Notification page.

  10. Select Enable notifications to send the cycle owner an e-mail message every time that the cycle status changes.

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Part IV: Review and save the cycle

Now save the cycle.

  1. Click Next to open the Review and Create page.

  2. Review the cycle selections you made. To make changes, click Back. To create the cycle as currently defined, click Finish.

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Next steps

The next and final step in creating a data entry form that recurs monthly is to Create an assignment.

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