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 years to associate with the approval unit hierarchy. You can select multiple years at once, for example, Actual, FY19, FY20, FY21, and so on. It is possible to select and associate multiple Years members to a Scenario member in addition to multiple Period members.
   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.