About the Approvals Process

You can track budgets and review status, process issues, and approval unit ownership using approval units. Budget cycle time is reduced:

• Approval path is independent of organizational structure

• Exceptions and problem areas are highlighted

• Audit information includes annotations and process status

• Reviews include annotations and comments

Videos

Your Goal	Watch This Video
Learn how to set up approvals in Planning.	Overview: Setting up for Approvals in Enterprise or Planning and Budgeting Cloud

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal	Learn How
Learn how to manage approvals in Planning.	Managing Approvals in Planning
Choose a budget preparation method for preparing plans: bottom-up or top-down.	Performing Top Down and Bottom Up Planning

Related Topics

• About Approval Units

• Approvals Process

• Data Validation Rules

• Task Lists

• Setting Up Email for Approvals Notification