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.
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On the Investments tab, click the Approval Status Filter drop-down in the upper right corner.
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Select the approval statuses that you would like to use to filter your investment plan.
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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.