Viewing Planning Unit Promotional Path

You can visualize the movement of planning units in a graphical format.

Data source types: Planning

The promotional path displays how the Planning units move from person to person and department to department based on the following:

  • The owners and reviewers assigned to the planning unit
  • The planning unit place in the hierarchy

To view the promotional path of a planning unit:

  1. From the Planning ribbon, select Approvals.
  2. From Manage Approvals, select a Scenario and Version.
  3. Click Go to display the list of planning units to which you have access.
  4. Select a planning unit.
  5. Click Promotional Path button to view the promotional path.