Selecting Planning Unit Hierarchy Scenario and Version

  To select the planning unit hierarchy scenario and version:

1. Select Tools, and then Manage Approvals.

2. In Scenario, select a scenario.

3. In Version, select a version.

4. Click Go to display the planning unit hierarchy defined for the selected scenario and version.

5. In Display, click Tree View to display the planning units as a hierarchy, or click Flat View to display the planning units as a list.

6. Optional: If you own planning units for this hierarchy, check Select Mine to select them.

7. For each planning unit, the following is displayed:

   • Plan Cycle (Tree View only), which displays whether the planning unit is started and if it is included in the budget process

   • Approvals Status, for example, 1st Pass

   • Sub-Status

   • Current Owner

   • Location

   • In Path, click to view the potential promotional path

   • In Actions, click Details, to display planning unit details and add or edit planning unit annotations