In which two ways do parent/child relationships between approval unit hierarchy members affect the review process?

In an Approval Unit Hierarchy, workflow status propagates upward only. 1) When every child in a branch reaches the same status (for example, Signed Off), Planning automatically sets the parent to that same status. 2) If all children are promoted to the same next-level owner, Planning automatically promotes the parent to that owner, preserving the same status it already had.

B. Workflow actions never cascade downward; approving a parent does not change a child’s status.

C. Finishing promotion of children moves the parent to the same owner but does not force a Signed-Off status.

• Oracle EPM Cloud

Administering Planning – “Understanding Entity Status in Approval Unit Hierarchies

” Rev. Aug-2023

pp. 147-148.

• Oracle EPM Cloud

Administering Planning – “Promoting Approval Units

” pp. 151-152.