Modifying the Planning Unit Promotional Path

When you select an owner and reviewers for a planning unit and its parents, you set the planning unit promotional path (see Planning Unit Promotional Path). Sometimes, however, budget calculation results change the person who reviews the budget next. For example, if salaries for a sales group are more than 10% over the previous budget year, approval from someone other than the next reviewer may be required. To automate redirecting the budget in these cases, add conditions and actions to data validation rules that test for these exceptions, and then modify the promotional path when necessary. You can also use data validation rules to stop a planning unit from passing to the next reviewer when data errors exist in the planning unit.

To modify the planning unit promotional path:

1. Create or select a data validation rule (see Creating and Updating Data Validation Rules).
2. In the Data Validation Rule Builder, click to create promotional path conditions and specify the action taken when a budget calculation does not meet these conditions.
3. Select one action:

   • Update Promotional Path to create a promotional path condition that adds reviewers or owners to the promotional path if the condition you set is triggered.

   • Do Not Promote to prevent promoting a planning unit to the next reviewer. This action usually indicates invalid data in the budget.

4. In the Process Cell dialog box, beneath Approvals, click Add to add a promotional path condition.

   Promotional path conditions are processed in the order they are listed. Use the and to move them up or down within the list.

5. Optional: To duplicate a promotional path condition:
   1. Select a promotional path condition, and then click Copy.
   2. Select the promotional path condition that will precede the copied one in the list, and then click Paste to add the copied promotional path condition.
6. Optional: Click Delete to remove a promotional path condition.
7. In Planning Unit Hierarchy and Planning Units, click to select the planning unit hierarchy and planning units the promotional path condition affects.
8. In Promotional Path Condition, specify the promotional path changes for the planning units selected in Promotional Path Condition. Select:
   1. In Position, specify where the promotional path changes for the planning units selected in Planning Units. Select:

      • Before to insert the alternate owner or reviewer before ownership reaches the planning units specified in Promotional Path Condition.

      • After to insert the alternate owner or reviewer after ownership reaches the planning units specified in Promotional Path Condition.

      • Before and After to insert the alternate owner or reviewer before and after ownership reaches the planning units specified in Promotional Path Condition.

      Note:

      After you add promotional path conditions to a data validation rule, the planning unit promotional path displays the potential changes in planning unit ownership as an optional path above the defined promotional path. The display indicates where the path can change and how the alternate path rejoins the defined promotional path.

   2. In the Planning Units column of Promotional Path Condition, click to select the planning units the action selected in Position affects.

      Note:

      The selected planning units must be ancestors of the planning units selected in the previous step. If you select planning units that are not ancestors, the promotional path condition is not evaluated when the planning unit hierarchy is validated.

9. In the Assign column, specify the role, user type, and the user or UDA for each alternate owner, reviewer, and user to be notified if the rule exception occurs.
   1. In Role, select:

      • Owner to select the alternate owner

      • Reviewer to select the alternate reviewer

      • Notified Users to select the user to be notified

   2. In Type, select:

      • User Name to specify the alternate user

      • From UDA to select the dimension and to enter the prefix that was assigned to the UDA

   3. In Users, specify:

      • For User Name, the name of the alternate user or choose one from the user selector

      • For From UDA, the dimension from the Select a Dimension drop down, and then specify the prefix that was used in the UDA to indicate that the UDA contains a user name (for example, ProdMgr:)

        Note:

        Ensure the prefix specified is the same as the prefix that was assigned while creating the UDA, including any spaces. For instance, if there is a space between the prefix and the username (ProdMgr Kim), ensure there is a space after ProdMgr.

10. Optional: Provide messages for the users involved in the planning unit promotional path changes:
    1. Click in:

       • Sender Message to enter the email message text sent to the user promoting the planning unit when the promotional path changes.

       • In Reviewer Message to enter the email message text sent to the user receiving the planning unit for review due to the rule exception.

    2. Click OK to save the messages.

    The text you enter is added to the messages sent when the planning unit changes status.

11. Click OK to save the promotional path conditions, and return to data validation rule creation.