1. Administrator's Guide
  2. Managing the Budgeting Process
  3. Managing Planning Unit Hierarchies
  4. Selecting Planning Unit Hierarchy Scenario and Version

Selecting Planning Unit Hierarchy Scenario and Version

To select the planning unit hierarchy scenario and version:

  1. Select Tools, and then Manage Approvals.
  2. In Scenario, select a scenario.
  3. In Version, select a version.
  4. Click Go to display the planning unit hierarchy defined for the selected scenario and version.
  5. In Display, click Tree View to display the planning units as a hierarchy, or click Flat View to display the planning units as a list.
  6. Optional: If you own planning units for this hierarchy, check Select Mine to select them.
  7. For each planning unit, the following is displayed:

    • Plan Cycle (Tree View only), which displays whether the planning unit is started and if it is included in the budget process

    • Approvals Status, for example, 1st Pass

    • Sub-Status

    • Current Owner

    • Location

    • In Path, click Potential Promotional Path icon to view the potential promotional path

    • In Actions, click Details, to display planning unit details and add or edit planning unit annotations