Managing Planning Approvals

Planning approvals is the submission, review, and approval process of a planning approval unit.

Data source types: Planning

Plans are tracked and managed through approval units. An approval unit is the basic unit for preparing, annotating, reviewing, and approving plan data. Depending on the Approvals granular role you are assigned, you can perform the approval actions described this topic.

Note:

Related Topics:

Changing Planning Unit Status

Finding Planning Units

Viewing Promotional Path of Planning Units

Adding Annotations to Planning Units

Performing Form-Based Approvals

Setting Up Out of Office Assistant