Planning Unit Actions

Actions available in a planning unit depend on what state the planning unit is in. The available actions vary depending on what state the planning unit is in.

  • Start—Starts the planning unit

    New planning unit state: First Pass for FreeForm, Under Review for Bottom Up, Distributed

  • Exclude—Stops the planning unit and deletes all its history

    New planning unit state: Not Started

  • Originate: Bottom Up—Moves the planning unit to first in the promotion path

    New planning unit state: Under Review

  • Promote—FreeForm moves the planning unit to anyone in the list. Bottom Up moves the planning unit to the next position in the promotion path.

    New planning unit state: Under Review

  • Reject—FreeForm moves the planning unit to anyone in the list list. Bottom Up, Distributed moves the planning unit to anyone previous in the promotion path

    New planning unit state: Not Signed Off

  • Sign Off—Moves the planning unit to the Signed Off state

  • Delegate—Delegates the planning unit to a newly selected owner

    New planning unit state: Under Review

  • Take Ownership—Takes ownership away from the current owner. For Groups, claims ownership of the planning unit from the group.

    New planning unit state: Under Review

  • Return—Returns ownership to Group

    New planning unit state: Under Review

  • Pass—When in a group, passes ownership to another user in the group

    New planning unit state: Under Review

  • Freeze—Freezes the planning unit from data entry

    New planning unit state: Frozen

  • Unfreeze—Unfreezes the planning unit and allows data entry again

    New planning unit state: Under Review

  • Distribute—Moves the planning unit to previous in the promotion path

    New planning unit state: Distributed

  • Distribute Children—Moves the planning unit to previous in the promotion path. Applied to children of the selected planning unit.

    New planning unit state: Distributed

  • Distribute Owner—Moves the planning unit to first in the promotion path

    New planning unit state: Distributed

  • Submit—Moves the planning unit to next in the promotion path

    New planning unit state: Under Review

  • Submit to Top—Moves the planning unit to last in the promotion path

    New planning unit state: Under Review

  • Approve—Approves the planning unit. This completes the approval process, and planners cannot perform any additional actions.

    New planning unit state: Approved

  • Reopen—Reopens an approved planning unit. Reopen is available to planners and interactive users who are last in the promotion path.

    New planning unit state: Under Review