For the complete documentation index, see llms.txt. This page is also available as Markdown.

4.6 - Configure approver assignments using person columns

Use person columns to assign approvers to budget items in a planning sheet. Create an approver column, assign users to individual rows, and track ownership of the approval process.

  1. In the Planning ribbon, select Insert Column > Person.

  2. Enter Approver as the column name.

  3. Select Create.

  4. Select a cell in the Approver column, and then select a user from the search results to assign an approver.

Last updated

Was this helpful?