Setting Approvals Options

For Approvals tasks, you can specify a reviewer to replace a reviewer who is out of the office. You can also set these display options:

  To set Approvals options:

  1. Select File, then Preferences.

  2. Click the Planning icon and select Application Settings.

  3. Under Approvals Options, select Yes to set these display preferences:

    • Show Planning Units As Aliases: Displays members’ aliases instead of their names on Approvals pages

    • Show Planning Units That Are Not Started: Displays planning units that are started and not started. (This option affects only the flat list view, not the tree list view.)

  4. Optional: Click the link for the Out of Office Assistant to set up an alternate budget reviewer while the current reviewer is out of the office, or to reset reviewer responsibilities when the reviewer returns. See Selecting an Alternate Reviewer.

  5. Click Save.