Viewing and Resolving Planning Unit Validation Problems

When planning unit validation returns a message indicating a problem, review the validation report, correct data errors found, and take any other necessary actions.

If an administrator used the Application Monitor to evaluate the application or application artifacts such as planning units, you may receive messages indicating that an approval or promotion process did not occur because performance thresholds would have been exceeded. For information about the Application Monitor, see Administering Planning for Oracle Planning and Budgeting Cloud Service.

  To view and resolve validation problems:

  1. Check the message in Sub-Status for the planning unit, and then make the necessary changes to fix the problem.

    For example, if the message is “Failed: Unauthorized New Owner,” specify an authorized owner as the next reviewer.

  2. If the message is “Failed: Invalid Data,” or “Failed: Additional Approval Required,” click the message to view the validation report, and then find and resolve the problems as follows:

    1. Review the validation report messages.


      Depending on whether you are working in EPM Workspace or Standalone Planning, the validation report opens in a new tab or a new browser window.

    2. In the left pane, click each page name to view the forms containing the error or message, and then click each page combination to open the form and display its validation errors and messages.

    3. Resolve data errors and take necessary actions for each page, and then click Save to save the changes.

    4. Close the tab or browser to close the validation report, and then select the Approvals page.

    5. Click Validate again to ensure that the planning unit no longer has validation problems.

      If problems exist, fix them, and then revalidate until they are resolved.