Changing Planning Unit Status

You can change the status of one or more planning units at a time.

Data source types: Planning

An approval unit changes status each time a reviewer passes the budget to another reviewer. The status of an approval unit is based on what action a reviewer takes to send the budget to another reviewer. For more information on the different states of approval units and the actions you can take on them, see Approval Unit States and Approval Unit Actions in Working with Planning.

To view or change the status of a planning unit:

  1. Open a form.
  2. From the Planning ribbon, select Approvals.
  3. From Manage Approvals, select a Scenario and Version.
  4. Click Approvals Refresh button to display the list of planning units to which you have access.
  5. Optional: From the view mode button, select one of the following:

    • Flat View to display planning units as a list.

    • Tree View to display planning units as a hierarchy (available only to administrators).

      From the Tree View, you can select Start to start a planning unit and Exclude to exclude a planning unit from the process.

    • My Planning Units to display only the planning units that you own.

  6. Select the planning unit or units whose status you want to change. If the list is too long to locate the planning unit easily, you can search or apply filters to the list as described in Finding Planning Units.
  7. To view details for the selected planning unit, click Planning Unit Details.

    The Approval Status tab displays a history of the process status, owner, actions taken, and the date and times the status changed.

    The Annotations tab displays any comments that were entered for the planning unit. See Adding Planning Unit Annotations.

  8. To change the planning unit status, click Change Status.

    Note:

    If you change the status of a parent entity, all of its children change, too, unless they were excluded during the First Pass state or were approved.

  9. From Approvals - Change Entity's Status, select an action and the next owner for the planning unit.
  10. Optional: Enter your comments in the Enter Annotation text box.
  11. Click Submit.
  12. Optional: To validate the changed planning unit, click Validate Unit button. You can validate only one planning unit at a time.