BCM roles and approval workflow

jhammond944
Tera Contributor

3 weeks ago

I am trying (again) to figure out a way to have multiple approvals for a BIA or plan.  The sn_bcp.plan_manager role allows full access to all plans.  What I was hoping to achieve was to have a manager in the business area be defined as the plan owner, and have a lower level person actually do the function of entering information into the BIA/plan.  The lower level person would submit the plan, which would go to the manager for approval, and after their review, the manager would submit to me (as BCM Administrator) for final approval.  I don't see any roles that exist to allow for that level of granular access.

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Rakesh Chigari
Tera Guru

3 weeks ago

Hi @jhammond944 

 

We are following the same approach with BCM admin, BCM planner , BCM contributor role to achieve this outcome 

 

RakeshChigari_0-1760185945854.png

Hit Thumb, if it is helpful. 

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jhammond944
Tera Contributor
In response to Rakesh Chigari

3 weeks ago

Rakesh,

 

Thanks for that information.  Can you provide more details about how you have been able to modify the roles so that they don't have the ability to alter all plans and/or BIA's?

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