Setting Planning Unit Hierarchy Name, Scope, and Template

To set up a planning unit hierarchy:

1. Select Administration, then Approvals, and then Planning Unit Hierarchy.
2. Take an action:

   • To create a new hierarchy, click Create.

   • To edit an existing hierarchy, select a planning unit hierarchy, and then click Edit.

3. Select Approvals Dimension.
4. In Hierarchy Name, provide the planning unit hierarchy name.
5. Optional: Provide a description.
6. In Enable Approvals, select:

   • All to add all planning units to the approval process.

   • None to include no planning units in the approval process by default.

     To add planning unit groups or individual planning units to the approval process, see Selecting Planning Unit Hierarchy Members.

   • Custom to define which planning units to include in the approval process.

     You can add individual planning units and planning units based on Parent member and generation criteria. See Selecting Planning Unit Hierarchy Members.

7. In Approvals Template, select:

   • Bottom Up (see Bottom-Up Budgeting).

   • Distribute (see Distributed Budgeting).

   • Free Form (see Free-Form Budgeting).

8. In Plan Type, select the plan type from which aggregated planning unit values are derived.

   See Assigning Planning Unit Owners and Reviewers.

9. Take an action:

   • Click Next or select Primary and Subhierarchy Selection to select the planning unit hierarchy members (see Selecting Planning Unit Hierarchy Members).

   • Click Save and then Finish to save changes and close the planning unit hierarchy.