Cloud Scheduler Overview
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Cloud Scheduler Overview
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Article Summary
This article explains how administrators can grant users access to the Cloud Scheduler in Planful. If the Scheduler tab is missing, users likely lack the required Navigation Role permission. Admins can enable access under Maintenance → Administration → User & Role Management → Navigation Role → Navigation Access. Once assigned, users can open Cloud Scheduler to manage tasks in the Process Flow and Job Manager tabs.
eddy_keywords: scheduler tab, cloud scheduler, scheduler access, cloud scheduler permissions, missing scheduler, navigation role, scheduler privilege, job manager, process flow, automated scheduling
eddy_intent: How-to
eddy_questions:
- Why can’t I see the Scheduler tab in Planful?
- How do I access Cloud Scheduler?
- Why am I missing the Scheduler option?
- How do I give Scheduler access to other users?
- How do I add Cloud Scheduler permissions to a role?
- Where can I find Process Flow and Job Manager tabs?
eddy_synonyms:
scheduler = cloud scheduler, task scheduler, job manager
access = permission, privilege, role access
tab = menu, option, navigation item
navigation role = role, user role, access profile
Cloud Scheduler is a scheduling solution that runs in the cloud. It is used to automatically run specific tasks at a scheduled date and time. Below are the tasks that users can schedule:
Consolidation
Currency Conversions
Data Load Rule
Dynamic Journal
Financial Package
Reclassifications Journal
Recurring Journal
Refresh Closed Period Data
Refresh Preloaded Data
Report Collection
Scenario Process - Financial
Scenario Process - Workforce
Simulation Engine
Standard Journal
Template Snapshot
How to Provide Users Access to Cloud Scheduler?
To use Cloud Scheduler, Admin users must provide access to users via Navigation Role. To provide access to the cloud scheduler, follow the steps below:
Navigate to Maintenance > Administration > User & Role Management > Navigation Role > Navigation Access.
Select the desired Navigation Role from the drop-down list.
Narrow down the list to Cloud Scheduler and click the checkbox.
Users with this Navigation Role now have access to Cloud Scheduler.
Access Cloud Scheduler by navigating to Maintenance > Administration > Cloud Scheduler. Two tabs are displayed, Process Flow and Job Manager:
- Process Flow - A set of tasks defined to be executed in parallel or sequentially. A Process Flow can be scheduled to run once or can be recurring.
- Job Manager - For each schedule in the Process Flow, a Job is created. A Job executes a set of tasks.
With Cloud Scheduler you can:
Add various tasks to a scheduled run
Define task dependencies so all tasks are executed in parallel or sequentially
Define, schedule, and manage Process Flows
Automatically execute jobs based on schedules
Track job status and individual tasks created based on the Process Flow schedule
Notify users via e-mail regarding job and task statuses
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