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.

Planning units move from person to person and department to department based on the following:

  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.

Related Topics:

Changing Planning Unit Status

Finding Planning Units

Planning Unit Annotations

Out of Office Assistant