Using Planning features, administrators can create customized instructions to guide planners in their work:
Create explicit instructions in the Description text box when creating data forms. For example, “Select this data form to forecast revenue income.” See Editing Data Forms.
Provide clear instructions for task lists and individual tasks, such as, “Use this task list to allocate general expenses” or “Select this task to allocate phone expenses.” See Managing Task Lists.
When setting options for data forms, select the Enable Cell-level Document option (see Setting Row and Column Layout), and then link cells to documents in EPM Workspace. These documents can be a Web site or any file type (for example, an .XLS or .PDF file). For example, you could associate a cell with a document that explains the organization's assumptions for January's telephone expenses. See the Oracle Hyperion Planning User's Guide.
Create tasks of type:
URL—to open a URL. For example, link to the Accounting department's internal Web site that provides assumptions for the latest forecast.
Descriptive—to display instructions. For example, “If you travel during this period, leave a contact number with your Finance representative.”
Create descriptive text for runtime prompts that are specific and tell users what type of data is expected. For example: “Select the project,” “Enter the expected number of customer visits per quarter,” and “What percentage change in revenue do you expect next month?” See Setting Business Rule Properties.
Use broadcast messaging to send instructions to all planners who are currently logged on to an application. For example, broadcast a message, “Remember that all forecast revisions are due by the end of the week.” See Using Broadcast Messaging.