Setting Approval Unit Hierarchy Name, Scope, and Template

To set up an approval unit hierarchy:

1. Click the Navigator icon , and then under Workflow, click Approval Unit.
2. Take an action:

   • To create a new hierarchy, click .

   • To edit an existing hierarchy, select an approval unit hierarchy, and then click .

3. Complete the Approvals Dimension details:

   • Hierarchy Name

   • Description (optional)

   • For Enable Approvals, select an option:

     • None: Includes no approval units in the approval process by default

       To add approval unit groups or individual approval units to the approval process, see Selecting Approval Unit Hierarchy Members.

     • All: Adds all approval units to the approval process

     • Custom: Adds fields which enable you to add individual approval units and approval units based on Parent member and generation criteria. See Selecting Approval Unit Hierarchy Members.

   • For Approvals Template, select an option:

     • Bottom Up: See Bottom-Up Budgeting.

     • Distribute: See Distributed Budgeting.

     • Free Form: See Free-Form Budgeting.

   • Cube: Select the cube from which aggregated approval unit values are derived.

     See Assigning Approval Unit Owners and Reviewers.

   • For Extended Approval Flow, select an option:

     • None: The approval workflow will use the Entity dimension only, and not use a secondary dimension or approval groups. You'll make your Entity member selections on the Select Primary Members tab.

     • Secondary: The approval workflow will use a secondary dimension. You'll make your member selections on the Primary and Subhierarchy Selection tab.

     • Approval Group: Enables you to assign approval groups to the approvals workflow. You can create approval groups or select existing approval groups on the Assign Approval Groups tab. See Managing Submission Phases with Approval Groups.

   • Extended Approval Flow Apply at All Levels: (This option is only available if the Secondary or Approval Group options are selected.) Applies the Extended Approval Flow option to all levels in the approval unit hierarchy.

   • Phase Dependency: (This option is only available if the Secondary or Approval Group options are selected.) Requires the approval workflow to be submitted in phases based on the order of entries you define in step 4.

     For example, the first entry in the list must be promoted before the second entry. Note that both entries can be at the same level, but the second entry cannot be promoted before the first entry. Hence the order of the entries is important. You can rearrange the order using the up and down arrows.

4. Take an action:

   • If you selected None for Extended Approval Flow, make your approval unit hierarchy member selections on the Select Primary Members tab. Click Next or select the Select Primary Members tab. See Selecting Approval Unit Hierarchy Members.

   • If you selected Secondary for Extended Approval Flow, you'll select the approval unit hierarchy members on the Primary and Subhierarchy Selection tab. Click Next or select the Primary and Subhierarchy Selection tab. See Selecting Approval Unit Hierarchy Members.

   • If you selected Approval Group for Extended Approval Flow, you'll select the approval unit hierarchy approval groups and members on the Assign Approval Groups and Select Primary Members tabs. Click Next or select the Assign Approval Groups tab. See Assigning Approval Groups to an Approval Unit Hierarchy.

   • Click Save and then OK to save changes and close the approval unit hierarchy.