Workforce Planning - decentralize data in register and plan
Hi OneStream
We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center.
When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow. The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized.
In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for processing the data or filtering of data to be selected in a specific workflow. There might be an option to use the custom service factory to build our own code, but we need assistance in this area.
Our primary objective is to filter the Cost Center column in both the Register and Plan screens based on the selected workflow step. Could you please advise how this can be achieved, or whether there is a recommended approach for supporting this use case?
This functionality is particularly important for our implementation, especially since we originally discussed leveraging People Planning, which is unfortunately no longer available for download during the course of the project.
We would greatly appreciate your assistance and any recommendations you can provide.