Viewing and Resolving Planning Unit Validation Problems

When planning unit validation returns a message indicating a problem, review the validation report, correct any data errors found, and take any other necessary actions. For example, the next reviewer you specified may not be the next reviewer in the promotional path, and you would need to select the correct reviewer.

  To view and resolve validation problems:

  1. Check the message in Sub-Status for the planning unit, and make the necessary changes to fix the problem.

    For example, if the message is “Failed: Unauthorized New Owner,” specify an authorized owner as the next reviewer. The possible problem messages in Sub-Status are:

    • Failed: Unexpected error

    • Failed: Not Enough Access

    • Failed: No Rule Defined For Action

    • Failed: Unauthorized New Owner

    • Failed: Incorrect Owner Specified

    • Failed: Invalid Data

    • Failed: Additional Approval Required

    • Failed: Ambiguous Automatic User

    • Failed: Circular Out of Office

    • Failed: No Essbase Connection

  2. If the message is “Failed: Invalid Data,” or “Failed: Additional Approval Required,” click the message to view the validation report, and then find and resolve the problems as follows:

    1. Review the validation report messages.

      Note:

      Depending on whether you are working in EPM Workspace or Standalone Planning, the validation report opens in a new tab or a new browser window.

    2. In the left pane, click each page name to view the data forms containing the error or message, and then click each page combination to open the data form and display its validation errors and messages.

    3. Resolve any data errors and take any necessary actions for each page, and then click Save to save the changes.

    4. Close the tab or browser to close the validation report, and then select the Approvals page.

    5. Click Validate again to ensure that the planning unit no longer has any validation problems. If problems exist, fix them, and revalidate until all problems are resolved.