Example: Approvals Dashboard and Group Status

Group Status is a different way of visualizing the information shown by the Level Status option. As with the previous example, this example uses a hierarchy in which user Sr_VP has write access to entity Senior VP and all of its descendants, user VP has access to entity VP and all of its descendants, and so on.

In this example, consider that a user logs on as Dir_prodA, selects Tools, then Manage Approvals, then selects Scen1 and Ver1, and then clicks Go. The user then selects View, then Group Status. As shown in Example: Approvals Dashboard and Level Status, when user Dir_ProdA selects My Level, all planning units to which this user has access have reached this level or a higher level, so all planning units are shown as complete. As shown in following figure, four planning units at My Level are also displayed as Complete.

Example of a graph for Dir_ProdA showing four planning units at My Level displayed as Complete.

Assume that Dir_ProdA then selects 1 Level Above in the Level Reached drop-down list, selects My Level in the Group By drop-down list, and then selects Location from the List By drop-down list. As shown in the following figure, the graph shows that 1 Level Above is associated with Location Senor Director Zone1. One planning unit, Director Zone 1 Product D, has reached this level. The other three planning units have not yet reached this level. Three planning units are displayed as Pending, and one planning unit is displayed as Complete.

Example of three planning units displayed as Pending and one planning unit displayed as Complete.

In this example, assume that the user selects 1 Level Above in the Group By drop-down list. The user can then click portions of the graph to view the details displayed in the table at the bottom of the screen. Note that the Group By and List By selections do not change the content of the information shown for the Level Reached option. Selecting different options in the Group By drop-down list changes the visual representation of the information displayed by the option selected in the Level Reached drop-down list. Selecting different options from the List By drop-down list changes the label on the horizontal axis of the graph.

Example of selecting options for Level Reached, Group By, and List By.