Viewing Approval Unit Totals

With your administrator's support, you can view the total value of an approval unit. For example, you can see your budget's total before you approve it.

To set up an approval unit so that you can view its total value:

  • An administrator selects the cube from which the aggregated approval unit values are derived (see Setting Approval Unit Hierarchy Name, Scope, and Template in Administering Planning).

  • An administrator selects members for all dimensions (see Assigning Approval Unit Owners and Reviewers in Administering Planning).

  • In a multicurrency environment, you can set the reporting currency to display total approval unit values in. To ensure that the totals are calculated correctly, launch the Currency Conversion business rule.