1. Administrator's Guide
  2. Managing the Budgeting Process
  3. Defining the Budgeting Process
  4. Approvals Process

Approvals Process

Oracle Hyperion Planning supports bottom-up, distributed, or free-form budgeting. Typically, high-level users start the planning units containing loaded data, and then delegate data entry into the lowest-level members to their direct reports, who distribute to their direct reports, and so on. Until a budget is distributed, users cannot access it.

To define the budget process, administrators define:

  • Planning unit hierarchies

  • Owners and reviewers of the planning unit hierarchies

  • Validation rules for evaluating submitted data

When a user submits budget data, the data is subjected to validation rules. If the data passes the validations, the budget is promoted to the next owner, and the original user cannot edit the data unless ownership is granted again. The submission process locks the data from being edited by anyone except the current owner.