Copying and Pasting Data Between Microsoft Excel and Planning Web Forms

  To copy and paste data from Microsoft Excel:

  1. In Excel, highlight the data in one cell or in a range of cells, and press Ctrl+C to copy the data onto the clipboard.

  2. Highlight and select the target cell or cells in the Planning Web form, and then press Ctrl+V.

  3. When the Clipboard helper is displayed, press Ctrl+V again. The data is pasted to the Clipboard helper.

  4. Click or tap Paste to paste the data into the Planning Web form.

The following features are supported in Internet Explorer browser only:

  • Copying data from Planning web forms and paste it into Microsoft Excel

  • Copying data from one Planning web form to another

  • Copying and pasting nonnumeric data, for example, Smart List, Date, and Text data types