reporting system between manager and employee by workflow

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New Contributor

reporting system between manager and employee by workflow

I want to make reporting system between manager and employee by workflow.

 

For example, I want to manage bussiness case by project(A,B....).

Person in charge predict the budget for project and input the budget(for employee) in table.

After the employee(Smith) input the budget, Smith report it to Harry(manager) .

After Harry noticed it, Harry input the budget with Considering harry's opinion.

 

In plan A ,if David does not input the budget, Lon can not input it.

Projectperson in charge

Budget

(for employee)

Manager

status

Budget

(For manager)

result 
A

Smith

100

Harry

Complete120120 
B

David

200LonNot started

 

  

 

 

when I make this model, can I use workflow?

we only have idea that  writing/Reading access in lineitem

2 REPLIES 2
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Valued Contributor

Re: reporting system between manager and employee by workflow

hello @hyudolee 

Start here

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Certified Master Anaplanner

Re: reporting system between manager and employee by workflow

Hello @hyudolee 

It seems that DCA could help you establish and elaborate simple workflow process.

You could find info about DCA here:

DCA page 

DCA Examples 

I would see this like following process:

1) Smith is proposing number and click boolean checkbox to "submit" a number. On this step DCA will block to read only proposal cell and "submit" cell. 

2) Manager Harry will review this number and could mark checkbox to approve this or input his adjustment, which will fill final number using if-then-else statement.

 

Regards, Nikolay