Planning Unit Promotional Path

Data source types: Oracle Planning and Budgeting Cloud Service

If you are unfamiliar with Oracle Planning and Budgeting Cloud Service, see the Oracle Planning and Budgeting Cloud Service documentation and videos available on the Oracle Help Center.

Planning units move from person to person and department to department based on the following:

The owners and reviewers assigned to the planning unit
The planning unit place in the hierarchy

To view the promotional path of a planning unit in graphical form:

From the Planning ribbon, select Approvals.
From Manage Approvals, select a Scenario and Version.
Click Go to display the list of planning units to which you have access.
Select a planning unit.
Click .

Related Topics:

Changing Planning Unit Status

Finding Planning Units

Planning Unit Annotations

Out of Office Assistant