Viewing Planning Unit Status

  To view planning unit status:

1. Select Tools, and then Manage Approvals.

2. From Scenario, select a valid scenario, and then from Version, select a valid version.

3. Click Go.

   The list of planning units to which you have access displays.

4. Select a planning unit display option:

   • Tree View to display planning units as a hierarchy.

   • Flat View to display planning units as a list.

     In this view, you can display the list in ascending or descending order by planning unit, status, owner or location.

   • Select Mine to display only the planning units for which you are the owner.

   The list displays columns for:

   • Planning unit

   • Plan cycle (tree view only), where you can start or exclude a planning unit

   • Approval status and sub-status

   • Current owner

   • Location

   • Path

   • Action

5. Non-administrators only: Right-click the column heading in any column containing to order the planning unit list by the column contents.

   The ordering options are:

   • Sort Ascending, sorts alphabetically in ascending order

   • Sort Descending, sorts alphabetically in descending order

   • Default Sort, sorts alphabetically in the default order

   • Filter, enter column-member criteria in the Filter dialog box to determine the planning units displayed, as described in the following step

   • Clear Filter, clears the filter on the selected column

   • Clear All Filters, clears all filters set for the display columns

6. Optional: Double-click in a column heading to open the Filter dialog box, and then select options appropriate for the column:

   • Planning Unit:

     1. Enter the Planning Unit Name.

     2. Optional: Click , make a selection, and then click OK.

     3. Enter the Planning Unit Generation. You can enter generation numbers and ranges. If you include both numbers and ranges, use commas as separators, such as 1, 3, 5-7.

     4. Click OK.

   • Sub-Status: Select a Validation Status option, and then click OK.

   • Approval Status: Select an Approval Status option, and then click OK.

   • Current Owner:

     1. Enter the User Name.

     2. Optional: Click , select an option in the Select and Assign Reviewers dialog box, and then click OK.

     3. Click OK.

   • Location:

     1. Enter the Location Name.

     2. Optional: Click , make a selection, and then click OK.

     3. Enter the Location Generation. You can enter generation numbers and ranges. If you include both numbers and ranges, use commas as separators, such as 1, 3, 5-7.

     4. Click OK.

7. Optional: Click the icon in the Path field to view the planning unit promotional path.

8. Optional: Click Details in the Action column to view planning unit history, and then click Done. See Viewing Planning Unit Details.