Viewing Approval Units

From the Approvals page, you can view the approval units assigned to you. You can easily view the approvals status information, and can switch between a List view or a Graphical view.

If you are the Administrator, you have access to all approval units and all entities within the approval unit hierarchy, and can perform all approval actions.

If you are a Power User or User, the system displays only the entities `which have either Read or Write access. Additionally, Power Users and Users can perform all approval actions.

To view approval unit status:

  1. On the Home page, click Approvals.
  2. To filter the list, click FilterFilter icon, then filter by Scenario, Year, Period, Approval Status, or Approval Unit and click Apply.
    • To see only your approval units, click Display My Approval Units Display my units
    • To filter approval units by other properties, click More at the bottom of the dialog box, and then select filter options.
  3. From the View drop-down menu at the top right of the page, select how to display the information about the approval unit:
    • List View Approval Unit List view
    • Graphical View Approval Unit Graphical view
  4. Optional: From the Sort By drop-down list on the right, select an option to sort entities:
    • Approvals Status
    • Current Owner
    • Approval Unit
    • Hierarchy Order