Planning sheets support structured approval tracking with field types such as dropdowns, date fields, and checkboxes. These fields capture approval status, timelines, and decision points directly within the sheet. Approval workflows remain aligned with business processes by combining configurable input controls with planning data.
Learn how to create a list column to track budget approval status in a planning sheet. Use a predefined approval status list, assign a default status, update status values, and copy values across hierarchy levels.
In the Planning ribbon, select Insert Column > List, and then select Single Select.
Enter Approval Status as the column name.
Select Presets to use a predefined approval status list.
Select the Approval Status preset, and then select Apply.
Select Submitted as the default value and select Create.
Select a cell in the Approval Status column, and then select In Review from the list.
Select the Copy icon, and then choose a hierarchy level to copy the approval status values to other rows.
Approval status values are copied at the selected hierarchy level.
