Planning Unit Promotional Path

A planning unit moves from person to person and department to department based on the owners and reviewers that are assigned to the planning unit and its parents in the planning unit hierarchy.

  To view the promotional path of a planning unit in graphical form:

  1. From the Planning ribbon, select Approvals.

  2. From Manage Approvals, select a Scenario and Version.

  3. Click Go to display the list of planning units to which you have access.

  4. Select a planning unit.

  5. Click Promotional Path button.