Planning Unit Promotional Path

Data source types: Oracle Hyperion Planning

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

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:

  1. From the Planning ribbon, select Approvals.
  2. From Manage Approvals, select a Scenario and Version.
  3. Click Go to display the list of planning units to which you have access.
  4. Select a planning unit.
  5. Click Promotional Path button.

Related Topics:

Changing Planning Unit Status

Finding Planning Units

Planning Unit Annotations

Out of Office Assistant