Planning Data Forms

If you have been assigned the ad hoc user role by the administrator, you can perform ad hoc analysis on Planning data forms that have been enabled for ad hoc by the administrator.

If you have been assigned the ad hoc grid creator role, you can save Planning ad hoc grids as data forms.

Note:

Attributes in Planning data forms are not displayed in Smart View.

  To save a Planning ad hoc grid as a data form:

  1. With the Planning ad hoc grid active, from the Planning Ad Hoc ribbon, click Save Ad Hoc Grid.

  2. In Save Grid As, enter a name, path to the location where you want to save the grid, and description for the grid.

  3. Click OK.

  To perform ad hoc analysis on Planning data forms:

  1. Open the data form.

  2. Do one of the following:

    • From the Smart View ribbon, click Analyze. This button is enabled only if the current data form has been enabled for ad hoc analysis.

    • Select the data form in the Smart View Panel and click Ad hoc analysis in the Action Panel.

  3. See Ad Hoc Analysis for information about performing ad hoc analysis.