Navigating in Planning

After you select a Planning application, use the view pane on the page's left side to view folders and data forms. To open a data form, double-click a folder name, and click a data form's name. The data form opens in the content area on the page's right side. You can select commands from menus, and right-click to select context-sensitive menus as described in the following table.

To make more room for your work:

To hide or show the view pane at the page's left side, select View, then View Pane.
Click the View Pane or Content Area Adjuster (see the EPM Workspace online help).
Drag the view pane to resize it.
Click on the upper-right corner to maximize or minimize the content area.

You can work in Advanced mode or Basic mode. See Switching Between Advanced Mode and Basic Mode.

The following table lists getting started tasks and their corresponding procedures.

Task	Action
Work with data forms and enter data	In the view pane's Folders area: Click next to Forms to expand the folders. Click a folder name. In the content area, click the name of the data form you want to work with. See Working with Data Forms and About Entering Data.
Search for data forms in the view pane	Click in the view pane and enter search criteria in the text box in the lower-right corner. Click or to search up or down.
Launch business rules	To launch a business rule associated with a data form, open the data form, double-click a rule in the Business Rules area. When the business rule has executed, click Close. To launch a business rule associated with a plan type, select Tools, then Business Rules. See Launching Business Rules in Classic Applications or Launching Business Rules in Performance Management Architect Applications.
Annotate planning units, add comments, drill through to view details of the data source, or add or copy supporting detail	Open a data form, and right-click or select a command from the Edit menu. See: Using Account Annotations and Custom Links Adding, Viewing, and Editing Comments Drilling Through to Source Data Adding Supporting Detail
Use Approvals	To check plan status, select Tools, and then Manage Approvals. See Managing Planning Units. To copy data from one version of a selected scenario to another version of that scenario, select Tools, and then Copy Version. See Copying Versions.
Select menu commands	Select commands from these menus: File, Edit, View, Tools, and Help. For tasks that have shortcuts, you can also perform tasks by clicking a shortcut button on the menu bar.
Select right-click menu commands	Select menu commands from context-sensitive menus that display when you right-click in a data form. If the administrator sets up custom menus, you can select commands from those menus. The menus that display depend on the data form settings and where you right-click in the data form. For example, depending on the data form and where you right-click, these commands and associated options may be available: Minimize, Restore, Cut, Copy, Paste, Clear, Delete, Sort, Freeze, Unfreeze, Edit, Adjust, Adjust Data, Grid Spread, Mass Allocate, Insert Comment, Supporting Detail, Add/Edit Document, Lock/Unlock Cells, Analyze, Show member in outline. You can also select options to hide rows or columns with zeros and no data.
Use custom links	If your administrator sets up links to other resources, you can access commonly-used tools or Web sites for analyzing, tracking, and reporting on planning data. To open a custom link, select Tools, then Links, and select a link.
Set preferences for Planning	Select File, then Preferences. See Setting User Preferences.
Perform administrative tasks	If you log on as an administrator, the Administration menu is enabled, from which you can create data forms, tasks lists, and so on. See the Oracle Hyperion Planning Administrator’s Online Help.