Finding Planning Units

In Manage Approval, you can locate planning units easily by searching or 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:

  1. Open Manage Approval and select a scenario and version as described in Changing Planning Unit Status .

  2. Click Enable/Disable Filter button to enable filtering.

    The filter bar, which contains filtering tools, is displayed just above the planning unit list.

  3. Use one of the following procedures:

    Search

    To search for a specific planning unit, enter its name in the Planning Unit field and click Apply filter button.

    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 Filter type button, and then select Member selector.

    2. Click Selector button and select members for the planning unit list as described in Selecting Members.

    3. Click Apply filter button to filter the list.

    Filter by generation

    1. From the filter bar, click Filter type button, and then select Generation.

    2. Click Selector button and select one or more generations to display in the planning unit list.

    3. Click Apply filter button to filter the list.

    4. Click OK.

  4. Optional: To undo your filter selections before applying the filter, click Undo Filter button.