-- MS Forecaster -- Workflow Setup (Question about Status Control)

Hello,

I have a question about Status control for Workflow setup for Microsoft Forecaster.
We have five segments: Period, Account, Company Team, Company Event, and Related Parties.
Period is used as Column, and Account is used as Row in Input sets.
Also when users open an Input set, they need to select Company Team, Company Event, and Related Parties.
Therefore, the workflow status is controled by conbination of three segments:Company Team, Company Event, and Related Parties for each input set.
However, is it possible to control status just by one Segment? We would like to do status control by only “Company Team”,
even though we have two other segments (Company Event, Related Parties).
Otherwise there would be so many statuses to change and moniter.

For Example:

Company Team Company Event Related Parties
0001 AAAA 11AA
0001 BBBB 11CC
0001 BBBB 22CC
0001 CCCC 11AA
0002 AAAA 11BB
0002 AAAA 23AA
0003 BBBB 11AA

In the above case we currently have seven statuses to control, but we would like to have just three as shown below.

Company Team
0001
0002
0003

Thank you very much.

Hi,

Maybe try so use a ‘generic’ company event and a ‘generic’ party. So that you would only have 3 combinations:
a) Team 0001 - Company event XXXX - Related party YYYY
b) Team 0002 - Company event XXXX - Related party YYYY
c) Team 0003 - Company event XXXX - Related party YYYY
If you need to budget also at the company event and related party level you can then use the allocation feature to distribute the budget amounts from company event XXXX to event AAAA, BBBB, CCCC and so on.

Hope it helps.

Cheers,

Ludwig