Document Structure

This documentation contains this information:

About Planning briefly describes the advantages of using Planning on the Web and explains how to log on and log off.

Working with Task Lists describes how to work with tasks and task lists that your administrator sets up.

Working with Data Forms describes how to work with data forms, annotate accounts, and copy versions

Entering Data provides plan preparers what they need to know to select, enter, adjust, copy, spread, calculate, annotate, print, and save data. It also explains how to work with multiple currencies in a data form and how to copy versions.

Adjusting and Spreading Data describes how to adjust data values and spread values across time periods. It also describes how to share data among Hyperion applications.

Working with Supporting Detail describes how to use the supporting detail feature, which serves as a built-in calculator for developing data that is not in the member outline.

Working with Currencies describes how to work with a single or multiple currencies.

Managing Planning Units describes how to manage the process of preparing a plan by working with planning units.

Setting User Preferences describes how to enable e-mail notification, set up formatting for numbers on data forms, enable a search feature, set printing options, and control whether member aliases and Not Started planning units are displayed in workflow.

Frequently Asked Questions answers many common questions about working effectively with Planning on the Web.

The Glossary defines terms related to Planning.

The Index contains a list of Planning terms and procedures.