Working with Document Folders

This chapter covers the following topics:

• About Folders
• Creating Folders
• Adding Documents to Folders
• Moving Documents Between Folders
• Copying Documents to Folders
• Changing the Order of Documents in Folders
• Deleting Documents from Folders
• Renaming Folders
• Viewing Folder Properties
• Deleting Folders

About Folders

Folders organize the objects with which you work in Oracle Demand Planning. When you work as a demand planner or demand plan manager, you can save objects in folders and move or copy objects of the same type between folders.

Display of folders

The folders that you create to manage your documents appear as objects in the Navigation List under the main Documents folder.

Types of Folders

Folders are displayed in the Navigation List.

• The Documents folder holds all documents that have not been designated for a particular folder. This includes worksheets, reports, and graphs. The document type, when the Documents folder is expanded, can be ascertained from the icon to the left of the document's name.

• You can create your own folders to hold documents of all types. Folders for Predefined Reports, if they are a part of your Demand Planning configuration, appear beneath the Documents folder. There is a folder for each type of predefined report, such as Comparison, Distribution, and Exception.

• The Measures folder appears next in sequence in the Navigation List. More information about the Measures folder appears below.

• There are additional folders for Events, Custom Aggregates, Saved Selections, Alerts, and Scenarios. The Custom Aggregates and Saved Selections folders have subfolders for each of the dimensions in the demand plan to which objects are assigned according to their dimensionality.

The Measures Folder

Demand Planning has a Measures folder underneath which there are preseeded folders to help you organize the measures in your demand plan. These folders ensure that measures can be identified and found easily.

Oracle Demand Planning automatically assigns forecast, accuracy, and history measures to folders of their respective types. Any forecast or accuracy measure created by an administrator or distributed to a planner is assigned to the appropriate folder on startup. In addition, if a planning manager or a planner creates a forecast or accuracy measure, the measure will immediately be assigned to the proper folder

This chapter discusses document folders; if you want more information on the folders in which measures are stored, see the topic called The Measures Folder in the chapter on working with measures in Oracle Demand Planning.

Creating Folders

You can create a new folder.

To create a new folder:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. On the navigation toolbar, choose the New button.

   

3. Then choose New Measure Folder or New Document Folder from the submenu.

   Result: Depending upon which command you select, you will either see the New Measure Folder dialog box or the New Document Folder dialog box.

4. Enter a name for the folder and choose OK. The long name can be up to 70 characters long.

   Result: The folder object appears in the Navigation List.

Adding Documents to Folders

When you save an ad hoc report, ad hoc graph, or worksheet, you have the option to add it to a folder that you have previously created.

If you choose (None), the document will be saved in the main Documents folder.

Moving Documents Between Folders

To better organize your documents, you can move documents from one folder to another as follows:

• You can use the drag and drop method.

• You can use popup menu commands.

  Note: You can move documents between folders, but it is important to note that a document that resides in the Documents folder can reside in no other folder at the same time. This means that if you move a document into the Documents folder, any other copies of that document that are stored in another folder will be removed.

To move a document from one folder to another using the drag and drop method:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the navigation list, identify the document that you want to move.

3. Click the document and, while holding the mouse button down, drag the document to the new folder.

4. Release the mouse button to drop the document on the selected folder.

   Result:The document appears as an object within the folder.

To move a document from one folder to another using popup menu commands:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the document that you want to move.

3. Click the right mouse button on the document.

   Result:A popup menu appears.

4. From the popup menu, choose Cut.

5. Scroll to the folder into which you want to place the document and click the right mouse button on it.

   Result: A popup menu appears.

6. From the popup menu, choose Paste.

   Result:The document appears as an object within the folder.

To move a document from one folder to another using keyboard shortcuts:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the document that you want to move.

3. Click the document and press CTRL + X.

4. Scroll to the folder into which you want to place the document and click it.

5. Press CTRL + V.

   Result:The document appears as an object within the folder.

Copying Documents to Folders

You can copy documents from one folder to another as follows:

• You can use the drag and drop method.

• You can use popup menu commands.

• You can use keyboard shortcuts.

  Note: You can copy documents between folders, but it is important to note that a document that resides in the Documents folder can reside in no other folder at the same time. This means that if you copy a document into the Documents folder, any other copies of that document that are stored in your another folder will be removed.

To copy a document from one folder to another using the drag and drop method:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the document that you want to copy.

3. Click the document, press the CTRL key and, while holding the mouse button down, drag the document to the target folder.

4. Release the mouse button to drop the document on the selected folder.

   Result: The document appears as an object within the folder.

To copy a document from one folder to another using popup menu commands:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the document that you want to copy.

3. Click the right mouse button on the document.

   Result: A popup menu appears.

4. From the popup menu, choose Copy.

5. Scroll to the folder into which you want to place the copy and click the right mouse button on it.

   Result: A popup menu appears.

6. From the popup menu, choose Paste.

   Result: The document appears as an object within the folder.

To copy a document from one folder to another using keyboard shortcuts:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the document that you want to copy.

3. Click the document and press CTRL + C

   .

4. Scroll to the folder into which you want to place the document and click it.

5. Press CTRL + V.

   Result: The document appears as an object within the folder.

Changing the Order of Documents in Folders

You can change the order of documents in a folder by dragging one or more documents from the current position to a new position.

To change the order of documents in a folder:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, open the folder that contains the documents that you want to reorder.

3. Scroll to a document, press the CTRL key and simultaneously click the document object.

   Result: The document is highlighted.

4. Repeat the previous step for each document that you want to move.

5. Drag the selection to the new location in the folder. As you move the object or objects, a black bar appears to help you identify the new position.

6. When the black bar is below the desired location, release the selection.

Deleting Documents from Folders

You can delete a document from a folder.

Note: If there is a copy of the document in another folder, that version will not be removed.

To delete a document from a folder:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the folder that contains the document that you want to delete.

3. Click the document object and click the Delete button on the navigation toolbar.

   

4. Alternatively, you can click the right mouse button on the document in the navigation list and choose Delete from the popup menu.

   Result:You will be prompted to confirm the deletion.

Renaming Folders

You can give a new name to a folder.

To rename a folder:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the folder that you want to rename.

3. Click the right mouse button on the folder object and choose Rename from the popup menu

4. Enter the new name, up to 70 characters long.

Viewing Folder Properties

You can view the properties of a folder.

To view the properties of a folder:

1. In the Navigation list, identify the folder whose properties you want to view.

2. Click the right mouse button on the folder object and choose Properties from the popup menu.

   Result: The following information is displayed:

   • Name

   • Created

   • Modified

   • Class

Deleting Folders

When you no longer need to maintain a folder, you can delete it. Deleting a folder permanently removes it from the navigation list.

Note: Deleting a folder deletes all the documents that the folder contains. If there is a version of a document in another folder, that version will not be deleted.

To delete a folder:

1. Access Oracle Demand Planning as a Demand Planner or Demand Plan Manager.

2. In the Navigation list, identify the folder that you want to delete.

3. Select the folder object and choose the Delete button on the navigation toolbar.

   

4. Alternatively, you can click the right mouse button on the folder object and choose Delete from the popup menu.

   Result: You will be prompted to confirm the deletion.