Out of Office Assistant

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.

You can set up the Out of Office Assistant to reassign planning units that arrive while you are out of the office.

  To set up the Out of Office Assistant:

  1. From the Planning ribbon, select Approvals.

  2. From Manage Approvals, select Out of Office Assistant.

  3. From Out of Office Assistant, select I am Currently Out of Office.

  4. From Select Action, select an action and next owner for planning units that arrive while you are out of the office.

  5. Optional: Enter an annotation.

  6. Click Submit.

Related topics:

Changing Planning Unit Status

Finding Planning Units

Planning Unit Promotional Path

Planning Unit Annotations