Finding Planning Units

Data source types: Oracle Planning and Budgeting Cloud

If you are unfamiliar with Oracle Planning and Budgeting Cloud, see the Oracle Planning and Budgeting Cloud documentation and videos available on the Oracle Help Center.

In Manage Approval, you can locate planning units easily by searching or by applying a filter to the list of planning units. You can use an auto filter or select members or generations as filter criteria.

To filter the list of planning units:

Open Manage Approval and select a scenario and version as described in Changing Planning Unit Status.
Click to enable filtering.

The filter bar, which contains filtering tools, is displayed just above the planning unit list.
Use one of the following procedures:
- Search
  
  To search for a specific planning unit, enter its name in the Planning Unit field and click .
- Auto filter
  1. From the filter bar, click the arrow in the column header for Approvals Status, Sub-Status, or Current Owner.
  2. Select the column value to filter by. You can apply auto filters to more than one of these columns.
- Filter by member selection
  1. From the filter bar, click , and then select Member selector.
  2. Click , and then select members for the planning unit list
  3. Click to filter the list.
- Filter by generation
  1. From the filter bar, click , and then select Generation.
  2. Click , and then select one or more generations to display in the planning unit list.
  3. Click to filter the list.
  4. Click OK.
Optional: To undo your filter selections before applying the filter, click .