Assigning Planning Unit Owners and Reviewers

Planning unit ownership is inherited from the planning unit parents. Planning unit reviewers are also inherited. You can also explicitly specify planning unit owners and reviewers to assign owners and reviewers other than those planning units inherit.

To assign planning unit reviewers and owners:

1. Take an action:
   1. From Primary and Subhierarchy Selection, click Next or select Assign Owners to continue defining a planning unit hierarchy.
   2. Select Administration, then Approvals, and then Planning Unit Hierarchy. Select a planning unit hierarchy, then click Edit, and then select Assign Owners to specify planning unit ownership.
2. Select a planning unit, then under Owner, click to select an owner.

   A planning unit can have only one owner. Either a user or a group can be the owner. Select the Users tab to assign an individual user as the owner. Select the Groups tab to assign a group as the owner. See About Group-based Approvals.

3. Under Reviewer, click and select planning unit reviewers.

   Reviewers can be individual users, a single group, or multiple groups. Select the Users tab to assign individual users as reviewers. Select the Groups tab to assign a single group or multiple groups as the reviewer. See About Group-based Approvals.

   Note:

   When using the Bottom Up or Distribute template, if the reviewers are individual users, select the reviewers in the order you want them to review the planning unit. The first reviewer in the list is the first user to work on the planning unit. When the first reviewer promotes or submits the planning unit, the second reviewer selected becomes the planning unit owner, and so on through the list of reviewers you create.

4. To enable viewing the aggregated value of planning units during approvals, under Value Definition Members, click to define the intersection of non-planning unit dimensions.

   Notes:

   • For non-planning unit dimensions: To view aggregated planning unit values, on Member Selection, you must select one member for each non-planning unit dimension in the plan type selected on the Approvals Dimension tab. If you do not select members for the non-planning unit dimensions, the aggregated planning unit value is blank.

   • For planning unit dimensions: Value definition members specified for a parent member in the planning unit hierarchy are inherited by the descendants of that member. If value definition members are selected for both a parent and child member of a planning unit dimension, then the child's selection takes precedence. For example, you select a value definition member for both the parent US and its child, Western Region; the value definition member for Western Region takes precedence. At runtime, the Entity, Scenario, Version, and secondary dimension members specified in the planning unit hierarchy are selected.

   • In multicurrency applications: In Preferences, users set the Reporting Currency in which to display the aggregated planning unit. See the Oracle Hyperion Planning User's Guide. To ensure that totals are correct, remind users to launch the Currency Conversion business rule.

     Note:

     In multicurrency applications, the reporting currency is assumed, so you do not select a value definition member for currency.

5. Under Promotional Path, click to display the planning unit promotional path, verify that it is correct, and then correct any errors.
6. Under Notify These Users, click to select the users to notify for each move of the planning unit from one user to another.
7. Optional: Repeat Steps 2 through 5 for other planning units to change their inherited owners or reviewers.
8. Click Save to save your work and continue, or click Finish to save your work and close the planning unit hierarchy.