1. Working with Oracle Smart View for Office (Mac and Browser)
  2. Planning Approvals
  3. Viewing Planning Units

Viewing Planning Units

You can view the list of planning units in the Manage Approvals panel.

To open the Manage Approvals panel and view the planning units:

  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.

    Figure 14-1 Approvals panel


    Approvals panel
  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 that you want to view or work on.

    If the list is too long to locate the planning unit easily, you can search or apply filters to the list as described in Finding Planning Units.

  6. To view details for the selected planning unit, click Planning Unit Details.
    • In the Approval Status tab, you can view a history of the process status, owner, actions taken, and the dates and times the status changed.
    • In the Annotations tab, you can view any comments that were entered for the planning unit. See Adding Annotations for Planning Units.
  7. Click Close to return to the Manage Approvals panel.
  8. Perform actions on the planning units using the toolbar on top of the list. Click the ellipsis button to see more actions.

    Figure 14-2 Toolbar to perform various actions on planning units


    More actions
    • Exclude button — Exclude planning units from the approval process and remove them from the list.
    • Validate Unit button — Validate planning units to run any data validation rules set by administrators.
    • View Promotional Path button — View promotional path for planning units.
    • Add Annotations button — Add annotations or comments for planning units.
    • Enable/Disable Filter button — Filter the list of planning units using different criteria.
    • Cancel Filter button — Cancel any filters applied on the planning units list.
    • Change Status button — Change the status of planning units.
    • Out of Office Assistant button — Set actions to manage planning units when you are out of office.
  9. Click close button to close the Manage Approvals panel and return to the Smart View Home panel.

    If you opened the Manage Approvals panel from the Actions menu, then use the Close button, which appears next to the Planning Unit Details button, to close the Manage Approvals panel and return to the Smart View Home panel.