Starting and Supporting the Review Process

After administrators start the review process, the planning unit moves from one reviewer to another until the budget process is complete. The selected approvals template determines the first user to review the budget.

  To start the review process:

  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 units associated with the selected scenario and version combination.

    The planning units listed are enabled for approvals.

    If no planning units are started with the selected scenario and version, this message is displayed: You have not assigned Planning Unit Hierarchy to the selected Scenario and Version combination.

  5. Select Tree View and then in Plan Cycle, click Start to begin the review process.

    Note:

    If the planning unit hierarchy uses the Bottom Up template, selecting Start starts the planning unit and runs the Originate action. These actions set the user defined as the planning unit owner in the planning unit hierarchy as the current owner, and the planning unit status changes to Under Review.

  6. Optional: Select Exclude to remove a planning unit from the planning process or from being tracked in the system.

    Caution!

    After you exclude a planning unit, all associated annotations and history are discarded. Planning unit status is returned to Not Started and the owner is set to No Owner. Data values are retained.