Manage Planning Units

You can manage planning units using a set of REST resources, as summarized here.

Before using the REST resources, you must understand how to access the REST resources and other important concepts. See Implementation Best Practices for EPM Cloud REST APIs. Using this REST API requires prerequisites. See Prerequisites.

For detailed information on managing planning units, see Managing Approvals.

Note: The manage planning unit resources use the parameters puIdentifier and puhIdentifier:

  • puIdentifier: Planning unit identifier

  • puhIdentifier: Planning unit hierarchy identifier

Use the following format for these parameters:

  • puIdentifier:

    "scenarioName"::"versionName"::"pmMember"

  • pmMember:

    "Entity: SecondaryMember"

  • puhIdentifier

    "scenarioName"::"versionName"

Table 8-50 Managing Planning Units

Task Request REST Resource
List All Planning Units POST /HyperionPlanning/rest/{version}/applications/{application}/planningunits?q={"scenario":"scenarioName","version":"versionName"}&offset=10&limit=10
Get Planning Unit History and Annotations GET /HyperionPlanning/rest/{api_version}/applications/{application}/planningunits?q={"scenario":{"scenario"},"version":{"version"}}&offset={offset}&limit={limit}
Get a Planning Unit Owner Photo GET /HyperionPlanning/rest/{api_version}/applications/{application}/users/{userId}/photo
Get Planning Unit Promotional Path GET /HyperionPlanning/rest/{api_version}/applications/{application}/planningunits/{puIdentifier}/promotionpath
Get Available Planning Unit Actions GET /HyperionPlanning/rest/{api_version}/applications/{applicationName}/planningunits{puhIdentifier}/availableactions
Get Filters with All Possible Values GET /HyperionPlanning/rest/{api_version}/applications/{application}/pufilters
Change Planning Unit Status POST /HyperionPlanning/rest/{api_version}/applications/{application}/planningunits/{puhIdentifier}/actions