Changing Status of Planning Units

You can change the status of one or more planning units at a time.

To view or change the status of a planning unit:

  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 a planning unit for which you want to change the status.
  6. Click the ellipsis button, and then select Change Status, change status button.

    Note:

    If you change the status of a parent entity, all of its children change, too, unless they were excluded during the First Pass state or were approved.

  7. In the Change Status dialog, select an action and the next owner for the planning unit.
  8. Optional: In the Enter Annotation field, enter an annotation for the planning unit.
    This annotation is seen in the Planning Unit Details section under the Annotations tab.
  9. Click Submit.
    The status is updated and you can see it in the Planning Unit Details section under the Approvals Status tab.
  10. Optional: To validate the changed planning unit, click Validate Unit button. You can validate only one planning unit at a time.