Changing Planning Unit Status

Planning units change status each time reviewers pass the budget to another reviewer. Planning units are assigned a status based on what action a reviewer takes to send the budget to another reviewer.

Note:

If the status of a parent planning unit changes, all its children change too, unless they were excluded during the First Pass state or were approved.

  To change planning unit status:

  1. Select Tools, and then Manage Approvals.

  2. From Scenario, select a scenario, and then from Version, select a version.

  3. Click Go.

  4. Click Details for the planning unit.

  5. From Select Action, select:

    • Originate: Changes the ownership of all selected planning units (including all descendants) to the first owner defined for that planning unit in the planning unit hierarchy.

      Note:

      The planning unit first owner differs between the Distribute and Bottom Up templates. With the Distribute template, the first owner is the owner at the top of the planning unit hierarchy. With the Bottom Up template, the first owner is an owner at the bottom of the planning unit hierarchy.

    • Start: Begins the budget process, and changes the planning unit status to First Pass. This action is available in Tree View.

    • Promote: Passes the planning unit to another user to review. This action assigns ownership of a planning unit the first time, and thereafter transfers ownership of a planning unit from one reviewer to another. Promote causes an implicit signoff by the current owner and changes the planning unit status to Under Review.

    • Exclude: Excludes a planning unit from the budget process. This action is available in Tree View.

    • Reject: Indicates the planning unit requires more work from the previous owner. Reject typically requires the previous owner to create another iteration. By default, Reject returns planning unit ownership to the previous owner, but you may select the next owner. Reject changes the planning unit status to Not Signed Off.

    • Approve: Approves the planning unit and changes its status to Approved. With the Distribute or Bottom Up templates, only the last owner in the promotional path can approve the planning unit. With the Free Form template, a user can approve planning units from any status except Not Started. Only an administrator can approve from a Not Signed Off or First Pass status.

      Approving a planning unit is an implicit reviewer signoff. Typically, a planning unit is approved only once. However, an administrator can reject an approved planning unit, requiring a second approval.

    • Delegate: Passes ownership to a user not on the promotional path. Select a user from Select Next Owner to pass ownership to that user. The specified user selects Promote when done to return the budget to the first approver on the promotional path. This action is available with the Bottom Up and Distribute templates.

    • Take Ownership: Become the owner of the planning unit and any level-0 planning units under a selected parent planning unit. Available to the current user and users above the current planning unit owner in the planning unit hierarchy.

    • Freeze: Locks all related data in descendant planning units. This action makes all related data read only, but does not change ownership of any planning unit.

    • Distribute, Distribute Children, or Distribute Owner: Passes planning unit ownership to multiple users. Distribute actions work differently, depending on the current location of the budget in the planning unit hierarchy. These actions are for a planning unit hierarchy using the Distribute template.

      Distribute assigns ownership to the members at the current level of the planning unit hierarchy. Distribute Children assigns planning unit ownership to the children of the current owner. Distribute Owner assigns planning unit ownership to the level-0 owner defined during planning unit hierarchy creation.

    • Sign Off: Signs off on a planning unit. Sign Off does not transfer ownership of the planning unit, but changes its state to Signed Off.

    • Submit: Submit the planning unit to the next level.

    • Submit to Top: Give ownership to the top user defined in the hierarchy.

    • Reopen: Reopen an approved planning unit.

  6. Optional: Click Add Annotation to enter comments.

    See Adding or Viewing Planning Unit Annotations.

  7. Click Done.