Adding Annotations for Planning Units

You can add or view comments about data in a planning unit that is started. Annotations can vary by combinations of scenario, version, and entity members

To add a planning unit annotation:

  1. Open the appropriate form.
  2. From the Planning ribbon, select Approvals, Approvals button to open the Manage Approvals panel.
    Alternatively, you can also click the Actions menu in the Smart View Home panel and select Approvals.
  3. In the Manage Approvals panel, select a Scenario and Version.
  4. Click Refresh button to display the list of planning units to which you have access.
  5. Select the planning unit for which you want to add an annotation.
  6. Optional: To view existing annotations for the selected planning unit, click Planning Unit Details and then click the Annotations tab.
  7. Click Add Annotations button.
    If this option is not seen in the toolbar, click the ellipses menu to locate the option.
  8. In Approvals - Add Annotation, enter a title and annotations.

    In the Enter Annotation text box, you can enter up to 1500 characters. On multibyte systems, Oracle recommends limiting annotations to 750 characters. You can enter URLs and links along with text.

  9. Click Submit.