Process Manager provides the following automated processes.
| Process | Description | |
|---|---|---|
| | Currency Conversion | Converts data from source currencies to target currencies. |
| | Data Integration | Retrieves and manipulates data from an ERP system. |
| | Detailed Planning Import | Imports data to a detailed planning model either to populate the Detailed Planning Object or to provide data for an Input Calculation. This process has two versions: DPO data and Input Calculation data. |
| | Detailed Planning Post | Consolidates data in a detailed planning model. |
| | Export Data | Extracts data from a model and saves it as an external text file or SQL Server database table. |
| | Export Dimension | Extracts a dimension from a model and saves it as an external text file or SQL Server database table. |
| | Export Line Item Details | Exports a set of line item details from the chosen model to an Excel file. |
| | Import | Copies data or dimensions from an external source into a model. This process has two versions: data and dimension. |
| | Import Line Item Details | Imports a set of line item details from an Excel file to the chosen model. |
| | Import Mapping Table | Imports a mapping table from an Excel spreadsheet into a FP&A mapping table file. |
| | InfoFlex | Transforms data, using existing data or input values to do so. |
| | Predictive Forecast | Uses historical data already in your models to forecast future results. |
| | Publish | The Publish process allows the administrator to manually publish saved data to the model. |
| | Remove Data | Deletes data from all or part of a model. |
| | Report Binder | Converts a report binder to an Excel, PDF, or Word file and sends the file as an email attachment or URL link to users on a distribution list. |
| | Template Calculation | Opens a template, runs the cell formulas on the number of pages specified, and saves the resulting data to the model. |
| | Web Service | Makes a web service call. |