Planning Unit Promotional Path

A planning unit moves from person to person and department to department based on the owners and reviewers you assign to each planning unit and its parents in the planning unit hierarchy.

There are two ways to affect the promotional path of a planning unit hierarchy:

• Modify owners and reviewers for planning units and their descendants using approvals actions (for example, Promote or Reject)

• Use data validation rules to determine whether a change in the planning unit promotional path is necessary