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.
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.
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.
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.
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.