Actions available in a planning unit depend on what state the planning unit is in. The available actions vary depending on what state the planning unit is in.

• Start—Starts the planning unit

  New planning unit state: First Pass for FreeForm, Under Review for Bottom Up, Distributed

• Exclude—Stops the planning unit and deletes all its history

  New planning unit state: Not Started

• Originate: Bottom Up—Moves the planning unit to first in the promotion path

  New planning unit state: Under Review

• Promote—FreeForm moves the planning unit to anyone in the list. Bottom Up moves the planning unit to the next position in the promotion path.

  New planning unit state: Under Review

• Reject—FreeForm moves the planning unit to anyone in the list. Bottom Up, Distributed moves the planning unit to anyone previous in the promotion path

  New planning unit state: Not Signed Off

• Sign Off—Moves the planning unit to the Signed Off state

• Delegate—Delegates the planning unit to a newly selected owner

  New planning unit state: Under Review

• Take Ownership—Takes ownership away from the current owner. For Groups, claims ownership of the planning unit from the group.

  New planning unit state: Under Review

• Return—Returns ownership to Group

  New planning unit state: Under Review

• Pass—When in a group, passes ownership to another user in the group

  New planning unit state: Under Review

• Freeze—Freezes the planning unit from data entry

  New planning unit state: Frozen

• Unfreeze—Unfreezes the planning unit and allows data entry again

  New planning unit state: Under Review

• Distribute—Moves the planning unit to previous in the promotion path

  New planning unit state: Distributed

• Distribute Children—Moves the planning unit to previous in the promotion path. Applied to children of the selected planning unit.

  New planning unit state: Distributed

• Distribute Owner—Moves the planning unit to first in the promotion path

  New planning unit state: Distributed

• Submit—Moves the planning unit to next in the promotion path

  New planning unit state: Under Review

• Submit to Top—Moves the planning unit to last in the promotion path

  New planning unit state: Under Review

• Approve—Approves the planning unit. This completes the approval process, and planners cannot perform any additional actions.

  New planning unit state: Approved

• Reopen—Reopens an approved planning unit. Reopen is available to planners and interactive users who are last in the promotion path.

  New planning unit state: Under Review