Planning unit ownership is inherited from the planning unit parents. Planning unit reviewers are also inherited. You can also explicitly specify planning unit owners and reviewers to assign owners and reviewers other than those planning units inherit.
To assign planning unit reviewers and owners:
From Primary and Subhierarchy Selection, click Next or select Assign Owners to continue defining a planning unit hierarchy.
Select Administration, then Approvals, and then Planning Unit Hierarchy. Select a planning unit hierarchy, then click Edit, and then select Assign Owners to specify planning unit ownership.
Select a planning unit, then under Owner, click
to select an owner.Note:
A planning unit can have only one owner.
Under Reviewer, click
and select one or more users as planning unit reviewers.Note:
When using the Bottom Up or Distribute template, select reviewers in the order you want them to review the planning unit. The first reviewer in the list is the first user to work on the planning unit. When the first reviewer promotes or submits the planning unit, the second reviewer selected becomes the planning unit owner, and so on through the list of reviewers you create.
Under Promotional Path, click
to display the planning unit promotional path, verify that it is correct, and then correct any errors.Under Notify These Users, click
to select the users to notify for each move of the planning unit from one user to another.Optional: Repeat Steps 2 through 5 for other planning units to change their inherited owners or reviewers.
Click Save to save your work and continue, or click Finish to save your work and close the planning unit hierarchy.