Selecting Approval Units

You can view approval units in many ways.

Click Icon for Filter to see:

  • Your approval units, click Icon for Display My Approval Units. Only approval units that are Started are displayed.

  • Approval units by Scenario, Version, Approvals Status, or Approval Unit name, click them.

  • Approval units by other properties, click More at the bottom, and then select from these options:

    • Approval Unit Generation

    • Validation Status

    • User Name

    • Current Location

    • Current Location's Generation

    • Approval Groups

To view the Approvals page graphically, click pie icon for graphically viewing approval units. Click list icon for viewing a list of approval units to return to the List View.

You can sort approval units by their name, approvals status, or current owner.

Tip:

When you sign in, all the latest Approvals set up information is current. If it's been awhile since you signed in to Planning, click Refresh. Doing so ensures that Approvals reflects updates that your administrator may have made since you signed in.

Note:

Administrators can set up approval unit owners and reviewers as groups. See About Group-based Approvals in Administering Planning.