Entity is the primary dimension for each planning unit hierarchy. As members are added to the Entity dimension, the inclusion rules you create determine whether a new member is part of the approval process. An administrator can also add members to the hierarchy as exceptions to the planning unit hierarchy structure.
To create a planning unit hierarchy:
Select Administration, then Approvals, and then Planning Unit Hierarchy.
Note:
The approvals dimension is set to Entity. There are no other choices.
Create the generic rule that defines which Entity members are included in the approval process (see Setting Planning Unit Hierarchy Name, Scope, and Template).
Select the primary and subhierarchy members to include in the approval process (see Selecting Planning Unit Hierarchy Members).
Assign owners and reviewers for each stage of the approval process and create the planning unit promotional path (see Assigning Planning Unit Owners and Reviewers).