Viewing Promotional Path for Planning Units

You can view the promotional path of a planning unit in graphical form.

Planning units move from person to person and department to department based on the following:

  • The owners and reviewers assigned to the planning unit

  • The planning unit place in the hierarchy

To view the promotional path of a planning unit in graphical form:

  1. Open the appropriate form.
  2. In the Extensions menu, select Smart View for Google Workspace, and then select Form.
  3. Select Workflow, and then select Approvals to open the Manage Approvals panel.
    Alternatively, you can also click the Actions menu in the Smart View Home panel and select Approvals.
  4. In the Manage Approvals panel, select a Scenario and Version.
  5. Click refresh button to display the list of planning units to which you have access.
  6. Select a planning unit for which you want to view the promotional path.
  7. Click Promotional Path button.

    The promotional path is displayed in graphical format. In Chrome, the promotional path is displayed in a separate tab; for example:


    Promotional Path