Adding or Changing Menu Items

  To define menu items:

  1. Select Administration, then Manage, and then Menus.

  2. Select a menu and then click Edit.

  3. Select the menu item and then click Edit or Add Sibling.

  4. Define the menu item:

    Table 30. Menu Items

    Item

    Description

    Menu Item

    Enter a unique name containing only alphanumeric and underscore characters, with no special characters or spaces

    Label

    Enter text to be displayed when the menu is selected. Spaces and special characters are allowed. Menu labels display in the user interface. Labels can be text or can reference a resource variable by name. For example, to set a menu’s label to File, set it to File directly or to the name of a resource, such as LABEL_FILE, which can be localized.

    Icon

    Optional: In context of the Planning server, enter the path and filename to a graphic to display by the menu. (In other words, the graphic or image referenced must be within the Planning Web application root folder.) For example: Images/green.gif

    Type

    Select the menu item type to determine available Properties. No properties are available for Menu Header.

    • Form: Launch a selected form. The member selection context for the member, page, and POV is retained when users right-click in the source form. If the target form contains these dimension members on the page, its page is set to match the context.

    • URL: Navigate to the specified URL

    • Business Rule: Launch the selected business rule

    • Manage Approvals: Move to Manage Approvals to work with planning units

    • Menu Header: Create a menu under which you can create children menu items. To display a separator bar on the menu at this item, enter one hyphen as the Label. In this case, the Required Dimension list is not available.

    • Previous Form: Create a menu that returns the user to the previous form.

    • Job Console: Create a menu that opens the Job Console to view jobs for the current user for the specified Job Type and Status.

    • Copy Version: Create a menu that opens Copy Version to enable the user to copy data for the current form.

    Required Parameter

    Select a dimension, or select an option for where the menu item displays: Point of View, Page, Row, Column, Members Only, Cell Only. For example, if you select Account, users can right-click Account members on a form to open the menu. If you select Row, the menu is available when users right-click a row. Selecting None makes the menu available whenever the user right-clicks in the form.

  5. Define menu item properties, which differ for menu item types:

    Type

    Options

    Form

    1. In Form Folder, select the folder containing the destination form.

    2. In Form, select the form.

    URL

    1. In URL, enter the complete URL to which to direct the user. For example: http://server name/HFM/Logon/HsvLogon.asp.

    2. Select Use Single Sign-on to append the SSO token to the URL.

    3. Select Include Context in URL to include the context.

    Business Rule

    1. In Plan Type, select the plan type for which the business rule is available.

    2. In Business Rules, select the business rule to launch.

    3. In View Type, select how to display runtime prompt pages:

      • Classic View: Use the default Planning view

      • Streamline View: Display each runtime prompt on a different line

    4. Optional: In Window Title, enter a title to display instead of Runtime Prompts.

    5. Optional: In OK Button Label, enter the text to display for the OK button.

    6. Optional: In Cancel Button Label, enter the text to display for the Cancel button.

    7. Optional: In Launch Confirmation Message, enter text to display when the business rule is invoked, but before it is launched. This option enables administrators to provide meaningful messages to planners about the consequences of launching business rules.

    Manage Approvals

    Specify the planning unit to which the user is directed by selecting a scenario and a version.

    Previous Form

    Enter the name of the menu item that will return the user to the previous form.

    Copy VersionEnable end users to use Copy Version to copy form data for the current form, including supporting details, annotations, cell text, and cell documents to another version. Select the following default values:

    1. In Scenario, select the scenario from which to copy.

    2. In Copy From, select the version that contains the data to copy.

    3. In Copy To, select the version to which to copy the data.

    Job ConsoleEnable end users to view the Job Console for the specified job type and job. Select the following default values:

    • Job Type

    • Status

  6. Click Save.