Filter by Approval Status

Filtering by approval status allows Sheila to gain a quick understanding of approved spend, pending requests, and see the current status of marketing investments. This empowers Sheila to have a dynamic plan by allowing her to easily view areas that have been approved to move forward, and adjust areas that require change.

1. On the Investments tab, click the Approval Status Filter drop-down in the upper right corner.

2. Select the approval statuses that you would like to use to filter your investment plan.

3. Click the Apply button to refresh the investment plan with your selected filters.

In the hierarchy, the line items with according approval statuses are displayed.