Planning Unit Promotional Path

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.

A planning unit moves from person to person and department to department based on the owners and reviewers who 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:

From the Planning ribbon, select Approvals.
From Manage Approvals, select a Scenario and Version.
Click Go to display the list of planning units to which you have access.
Select a planning unit.
Click .