Setting Planning Preferences

Data source types: Oracle Hyperion Planning

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the Oracle Help Center. To open this library, from the Smart View ribbon, select the arrow next to Help, and then Documentation.

To set user preferences for a Planning application:

From the tree list in the Smart View Panel, select an application.
Right-click, and then select User Preferences.
From Preferences, specify options for the following
- Application Settings: Manage email options, specify alias settings, set options for approvals, and specify out of office settings.
  
  Note:
  Changes to the alias table require you to disconnect from the provider, and reconnect to take effect.
- Display Settings: Set number formatting, remember selected page members, allow a search if the number of pages exceeds a number you specify, set member indentation, use consolidation operators, perform partial grid fetch, specify number of members on each Dimensions Page, display specified record on each Assign Access Page, set date formatting.
- User Variables: Variables set up by the Planning administrator to help you navigate large forms and grids.

Note:

Planning on-premise: You cannot set preferences in offline mode.