Approving or rejecting an Allocation Dynamic request

Before submitting an Allocation Dynamic request, a planner selects an approver or an approver group. If you were selected as the approver or are a member of the selected approver group, you can approve or reject the allocation request.

  1. Click the Home icon.
  2. Click Tasks.
  3. Select the configuration set, version that holds the actuals, and entity.
    You can select a version or select All Versions to view all versions that were configured for the selected configuration set.
  4. Click Apply to see all tasks that are assigned to you or your group.
  5. Click the allocation request to approve or reject.
  6. Optionally, select an additional person or group to approve the request.
    After another approver is selected, the request is assigned to the selected person.
  7. If you do not want to send the request for additional approval, select one of these options:
    Option Description
    Approve The workbook gets final approval.
    Reject The workbook is rejected. The task returns to the previous step. If the task was rejected by the second approver, it is assigned again to the first approver. If the task is rejected by the first approver, it is assigned back to the planner.