Using the Approvals Dashboard to View Planning Unit Status

You can use the approvals dashboard to view a graphical representation of approvals. This lets you better visualize approvals status information. Using a view selection option, you can easily switch between four different views (Process Status view, Level Status view, Group Status view, and Tree view). Clicking on a section of the chart displays detailed information about that chart section in the grid displayed below the chart.

  To use the approvals dashboard to view planning unit status:

  1. Select Tools, and then Manage Approvals.

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

  3. Click Go.

    The list of planning units to which you have access is displayed.

  4. From the View drop-down menu at the top right of the screen, select how to display the information about the planning unit.

    The following views are available:

    • Process Status—Shows the percentage of planning units that are under various statuses, such as under review or approved. You can customize the following information:

      • Chart Type—Select Pie or Bar.

      • Group By—Select to further define the criteria by which to group the information. If you group by approvals status, select whether to display planning units that are under review and whether to list the information by owner or location.

      Click a section of the pie chart or bar chart to display specific details about that chart section in the grid below the chart. For example, clicking Under Review on the chart displays details about the planning units that are under review.

    • Level Status—Shows the percentage of planning units that are pending or complete by level. You can customize the following information:

      • Level Reached—Select My Level or the number of levels below my level.

      • Group By—Select to further define the criteria by which to group the information. If you choose to group by status, select whether to display pending or complete planning units and whether to list the information by owner or by location.

      Click a section of the pie chart to display specific details about that chart section in the grid below the chart. For example, clicking pending planning units in Administration and Finance on the chart displays specific details about those planning units.

    • Group Status—Shows the percentage of planning units that are pending or complete grouped by levels. You can customize the following information:

      • Level Reached—Select My Level or the number of levels below my level.

      • Group By—Select My Level or the number of levels below my level.

      • List By—Select whether to group the information by owner or by location.

      Click a section of the bar chart to display specific details about that chart section in the grid below the chart. For example, clicking complete planning units in Education on the chart displays details about those planning units.

    • Tree View—Displays planning units as a hierarchy. You can search for a planning unit by name, by alias, or both.

      Note:

      The Tree View is only visible to the administrator and to users provisioned with roles to manage tree views.

    The grid below the chart in the Process Status, Level Status, and Group Status views displays columns for Planning Unit, Approvals Status, Sub-Status, Current Owner, Location, Path, and other Details. Above the grid, you can select an option from the Actions menu or click an icon to perform the following actions:

    • Display My Planning Units icon Display My Planning Units— Display only the planning units for which you are the owner.

    • Clear All Filters icon Clear All Filters— Clear all the filters that you have set.

    • Default Sort icon Default Sort— Sort alphabetically in the default hierarchical sort order.

    • Validate icon Validate—Validate data for the selected planning unit against existing validation rules.

    • Change Status icon Change Status— Change the status of the planning unit.

    • Refresh icon Refresh— Refresh the screen to ensure that the change you have made are displayed.

    In addition to the above actions, you can use the View menu to select which columns to display or to reorder the columns, and click Detach icon (or select Detach from the View menu) to detach the panel collection and render the table over the page that contains it.

    For the Tree View, the grid displays columns for Planning Unit, Plan Cycle (where you can start or exclude a planning unit), Approvals Status, Sub-Status, Current Owner, Location, Path, and other Details. Above the grid, use the menus and icons to perform the following actions:

    • Actions—Select Refresh to ensure that the changes you have made are displayed. You can also click Refresh icon to refresh the data.

    • View—Customize the Tree View. You can select the columns to display, detach columns, collapse the view, show the selected column as the top column, go to the top column, scroll to the first column, scroll to the last column, and reorder the columns.

    • Search—Search for a specific planning unit by name, by alias, or both. Click Search Up icon to search up or Search Down icon to search down.

    • Detach icon —Detach the panel collection and render the table over the page that contains it

    • Go Up icon —Go one level up from the current column.

    • Go To Top icon —Go to the top level in the tree view.

    • Show As Top icon —Show the current column as the top column in the view.

  5. Right-click the column heading in any column containing Filter Column icon to order the planning unit list by the column contents:

    • Sort Ascending

    • Sort Descending

    • Default Sort sorts alphabetically in the default order.

    • Filter enter column-member criteria in the Filter dialog box to determine the planning units displayed, as described in the following step.

    • Clear Filter clears the filter on the selected column.

    • Clear All Filters clears all filters set for the display columns.

  6. Optional: Double-click Filter Column icon in a column heading to open the Filter dialog box, and then select options appropriate for the column:

    • Planning Unit:

      1. Enter the Planning Unit Name.

      2. Optional: Click Filter selection icon, make a selection, and then click OK.

      3. Enter the Planning Unit Generation. You can enter generation numbers and ranges. If you include both numbers and ranges, use commas as separators, such as 1, 3, 5-7.

    • Sub-Status: Select a Validation Status option, and then click OK.

    • Approval Status: Select an Approval Status option, and then click OK.

    • Current Owner:

      1. Enter the User Name.

      2. Optional: Click member selection icon, select an option in the Select and Assign Reviewers dialog box, and then click OK.

    • Location:

      1. Enter the Location Name.

      2. Optional: Click Filter selection icon, make a selection, and then click OK.

      3. Enter the Location Generation. You can enter generation numbers and ranges. If you include both numbers and ranges, use commas as separators, such as 1, 3, 5-7.

  7. Optional: Click promotional path iconin Path to view the possible promotional path for the planning unit.

  8. Optional: Click details icon in Details to view more information about the planning unit, such as its history. See Viewing Planning Unit History Details and Using Annotations.