General

Purpose

Activity flow is a set of activities. Each activity consists of a group of actions required to be performed to achieve a particular end. Flow guides the users with a sequence of Task groups & Tasks that are required to execute for any planning and consolidation processes.

Key Features

Flow in JustPerform is segregated into 3 levels of grouping based on purpose of process.

Activity

Each Activity in the flow has a specific purpose and contributes to the overall goal of the process. By breaking down a process into individual activities, it becomes easier to identify areas where process segregation by user groups can occur, and to optimize the process for efficiency and effectiveness. In the context of flow, activity typically refers to a process / sub process that needs to be completed in order to move a process forward.

General Examples of activities in a Activity Flow could include:

• Budgeting and forecasting

• Financial modeling and reporting

• Performance reporting

• Revenue Planning

• Capital Expenditure Planning

• Cost Analysis & Optimization

• Staff cost Planning

Automation

The purpose of automation is to enable change in data status for the metrics as the status is changed for Activity.

When automation is enabled in an activity, Automation 1 gets created by default. the Automation an Automation Name and one or more Groups. Groups is where all the customization is done

Each group will have two sections : Trigger and Action

Trigger

Trigger is used to specify when the automation should take place and for what combination of parameters.

When : This is dropdown selection to choose for what incidence to trigger automation

Parameter : Here From and To are activity status selections.

Action

The section defines the modifications that will take place when the Trigger is initiated.

Then : The action that should be triggered by automation, can be selected from dropdown.

Metric : The metric that will update when the automation takes place.

Fields : Member selection for metrics used above.

At the bottom is the From and To selection to choose Data status values.

Task Group

A task group is a collection of related tasks or activities that are grouped together for a specific purpose or goal. Task groups are commonly used in organizational settings to help manage and streamline work activities.

A task group may be responsible for a range of activities, such as data collection, financial analysis, budgeting, forecasting, financial reporting, and consolidation.

These task groups may be cross-functional, with members from different departments or teams, and may work together for a defined period of time until the goal is achieved.

example - If a project involves in performing activity of finance planning, a task group can be creation of Profit & Loss report, while another task group may be building the Balance sheet & Cashflow

Task

A task is a specific action or set of actions that need to be completed in order to achieve an part of activity(goal). Tasks are typically part of a larger project or process to ensure that work is completed efficiently and effectively.

In order to effectively manage tasks, it is important to break down larger projects or processes into smaller, more manageable tasks.

example: For creating a Profit & Loss Report, gathering data from required processes, running allocation, run elimination and generating report can be assumed as various tasks.