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Fix and lock TIME & CATEGORY for a BPF Process Template

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Hi Experts,

 

Presently all our planning templates, allow TIME & CATEGORY selection by users. Our requirement is to fix a Planning period(say Planning Year "2014.TOTAL" OR Planning base period "2014.05") and Category(say "Plan0" OR Plan1 - basically a revision) for a BPF Instance, so users work on the fixed period & category, across all activities within the process instance.

If I do the following:

1) Create a Process Template with following settings:

Model and Dimension -> Model: "Sales Planning", Dimensions: TIME,CATEGORY

2) Do not allow user selection of TIME/CATEGORY context members in Input Form (Page Axis)

3) Create process instance

 

Can I get following results:

Q1) Will the TIME/CATEGORY values be taken while launching the process(instantiating), and context for the same dimensions fixed in all underlying activities of the process?

Q2) Do we have to create new instances, for every new budget/planning period and revision(Plan0, Plan1 etc.)

Q3) If have multiple process templates(Eg: We have Manufacturing, Services & media sectors, each having a separate BPF template and specific activities for them within Sales Planning), do I have to create new instances for each one of them, providing TIME/CATEGORY values for each process template?

 

Appreciate any help.

Thanks


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