Navigating in Planning

After you select a Planning application, use the view pane on the page's left side to view folders and data forms. To open a data form, double-click a folder name, and click a data form's name. The data form opens in the content area on the page's right side.

To make more room for your work:

To hide or show the view pane at the page's left side, select View, then View Pane.
Click the View Pane or Content Area Adjuster (see the EPM Workspace online help).
Drag the view pane to resize it.
Click on the upper-right corner to maximize or minimize the content area.

You can work in Advanced mode or Basic mode. See Switching Between Advanced Mode and Basic Mode.

The following table lists getting started tasks and their corresponding procedures.

Task	Action
Work with data forms and enter data	In the view pane's Folders area: Click next to Forms to expand the folders. Click a folder name. In the content area, click the name of the data form you want to work with. See Working with Data Forms and About Entering Data.
Search for data forms in the view pane	Click in the view pane and enter search criteria in the text box in the lower-right corner. Click or to search up or down.
Launch business rules	To launch a business rule associated with a data form, open the data form and select Edit, then Launch Rules, or click a rule in the Business Rules area. To launch a business rule associated with a plan, select Tools, then Business Rules. See Launching Business Rules in Classic Applications or Launching Business Rules in Performance Management Architect Applications.
Annotate planning units, add cell text, drill through to view details of the data source, or add or copy supporting detail	Open a data form, and select a command from the Edit menu. See: Using Account Annotations and URL Links Adding, Viewing, and Editing Cell Text Drilling Through to Source Data Adding Supporting Detail
Manage workflow	To check a plan's status, select File, then Workflow, then Manage Process. See Managing Planning Units. To copy data from one version of a selected scenario to another version in the same scenario, select File, then Workflow, then Copy Version. See Copying Versions.
Select menu commands	Select commands from these menus: File, Edit, View, Tools, and Help.
Use shortcut buttons	Click shortcut buttons to perform these tasks: Toggle the view pane to make more room for your work. Save, refresh, and print information in data forms Adjust, cut, copy, or paste data Lock or unlock cells, and spread values Add cell text, work with supporting detail, or use cell-level documents. If task lists are assigned to you, open a task list or check a task list's status Export data to a spreadsheet Log off Open online help Click in the screen's upper-right corner to toggle between hiding and showing the view pane.
Use URL links	If your administrator sets up links to other resources, you can access commonly-used tools or Web sites for analyzing, tracking, and reporting on planning data. To open a URL link, select Tools, then Links, then Planning Links, and select a link.
Set preferences for Planning	Select File, then Preferences. See Setting User Preferences.
Perform administrative tasks	If you log on as an administrator, the Administration menu is enabled, from which you can create data forms, tasks lists and so on. See the Oracle Hyperion Planning Administrator’s Online Help.