New Video and Hands-on Tutorial Available for Planning
We are pleased to announce the availability of the following new Video and Hands-on Tutorial:
This overview highlights the features of threshold-based approvals in Planning. The planning review process follows a promotional path you define where you select owners and reviewers for an approval unit. You can add event triggers that include conditions to your promotional paths using form validation rules.
This tutorial shows you the approval process, how to set it up, and how to start the planning review cycle. Learn how to enable members for approvals, identify reviewers and owners, define approval groups, manage approval unit hierarchies, define the promotional path based on reviewers and validation rules with financial limits, start the review cycle and get your plan approved.