Assigning Approval Unit Hierarchies to Scenarios

After you have defined your Approval Unit, you can assign the Approval Unit Hierarchy to a specific Scenario, Year and Period combination. Only Scenarios that have Approvals Enabled in metadata are available for selection.

Note:

You assign only one Approval Unit Hierarchy to a specific Scenario/Year/Period. You cannot assign multiple Approval Unit Hierarchies to the same Scenario/Year/Period.

To assign approval unit hierarchy Scenario, Year, and Period combinations:

1. Click the Navigator icon .
2. Under Workflow, click Approval Unit Assignment.
3. Add a Scenario, Year and Period assignment:
   1. Click in the Actions column for the approval unit.
   2. From the Scenario column drop-down, select the scenario to associate with the approval unit hierarchy.
   3. From the Years column drop-down, select the year to associate with the approval unit hierarchy.
   4. From the Period column drop-down, select the periods to associate with the approval unit hierarchy.
      You can select multiple periods at once, for example, Actual, FY19, January, February, March, and so on.
   5. Click OK.

      A new assignment row is displayed.

      Tip:

      To remove an assignment, click Delete .

4. Click Save to save the assignments and continue.