Increase Control

Apply directly within key business processes seamlessly – financial close, disclosures, budgeting, planning, forecasting and others.

Enhance Collaboration

Messaging and notifications alert team members to upcoming deadlines and enables users to provide commentary on task status. Provide post task-based messages to users and tie messages to specific tasks with date and time stamps.

Improve Accountability

Maintain role and task security with assigned ownership of tasks and segregation of duties. Role and task security drive accountability and ensure segregation of duties, when needed.

Visual Progress Charts

• Provides managers with real-time visibility into the status of key processes with the ability to take action on bottlenecks.
• Task Scorecard provides a summary view across multiple tasks, and completion status, with drill-down capabilities into task details.
• Tasks can navigate users to unfinished workflows, reports or dashboards or can launch calculations and processes.
• Task Viewer provides visual Gantt charts with filtering capabilities and additional task status.

Integrated Messaging

• Integrated messaging alerts team members to upcoming deadlines and alerts managers to overdue tasks.
• Managers can post task-based messages to users.
• Users can forward tasks when appropriate.
• Messages can be tied to specific tasks, with date and time stamps.

Role and Task Security

• Role and task security drive accountability and ensure segregation of duties.
• Tasks and task groups are linked to Workflows.
• Visibility into tasks is based on the ownership of task and assigned attributes.
• Strict segregation of duties, e.g., user cannot complete and approve the same task in a given month.

Disclosure Management

• The Disclosure Management features in OneStream Task Manager enable multiple users to collaborate on shared documents such as board books and regulatory filings. Through integration with Microsoft Office® products, users can work in an environment that’s familiar and productive.
• Microsoft Word® and PowerPoint® connect directly to OneStream.
• Combine reports, charts, graphs and text in a single document.
• Make comments and collaborate with your peers.

Production Reporting

• Delivers a powerful production report writer for your most detailed and pixel-perfect reports.
• Powerful production and formatted report writer that is easily used by business users.
• Unified reports with data quality, actuals, budget and plan all available in a single report.
• Approximately over 100 pre-built reports include drill down, audit, process log, security analysis, certification status and process controls.

Guided Reporting

• Guided Reporting allows you to mix and match row and column templates for infinite reporting combinations allowing any user that understands the business to create powerful analytics.
• Choose from a pre-built library of pre-formatted row or column sets.
• Drill down on any dimension via graphs, charts, reports and grids.
• Instantly export Guided Reports to Excel®, PDF or any other standard format.