Actions available in a planning unit depend on what state the planning unit is in. The available actions vary depending on what state the planning unit is in.
Start—Starts the planning unit
New planning unit state: First Pass for FreeForm, Under Review for Bottom Up, Distributed
Exclude—Stops the planning unit and deletes all its history
New planning unit state: Not Started
Originate: Bottom Up—Moves the planning unit to first in the promotion path
New planning unit state: Under Review
Promote—FreeForm moves the planning unit to anyone in the list. Bottom Up moves the planning unit to the next position in the promotion path.
New planning unit state: Under Review
Reject—FreeForm moves the planning unit to anyone in the list list. Bottom Up, Distributed moves the planning unit to anyone previous in the promotion path
New planning unit state: Not Signed Off
Sign Off—Moves the planning unit to the Signed Off state
Delegate—Delegates the planning unit to a newly selected owner
New planning unit state: Under Review
Take Ownership—Takes ownership away from the current owner. For Groups, claims ownership of the planning unit from the group.
New planning unit state: Under Review
Return—Returns ownership to Group
New planning unit state: Under Review
Pass—When in a group, passes ownership to another user in the group
New planning unit state: Under Review
Freeze—Freezes the planning unit from data entry
New planning unit state: Frozen
Unfreeze—Unfreezes the planning unit and allows data entry again
New planning unit state: Under Review
Distribute—Moves the planning unit to previous in the promotion path
New planning unit state: Distributed
Distribute Children—Moves the planning unit to previous in the promotion path. Applied to children of the selected planning unit.
New planning unit state: Distributed
Distribute Owner—Moves the planning unit to first in the promotion path
New planning unit state: Distributed
Submit—Moves the planning unit to next in the promotion path
New planning unit state: Under Review
Submit to Top—Moves the planning unit to last in the promotion path
New planning unit state: Under Review
Approve—Approves the planning unit. This completes the approval process, and planners cannot perform any additional actions.
New planning unit state: Approved
Reopen—Reopens an approved planning unit. Reopen is available to planners and Power Users who are last in the promotion path.
New planning unit state: Under Review