Synchronizing Data to the Planning Server

When you synchronize to the server, all data changed within a data forms taken offline since the beginning of the session is saved to the server. You can sync data from all data forms at once or from selected data forms and members.

  To save changed data to the Planning server for all data forms and members taken offline:

  1. From the Planning ribbon, select Forms, then Sync Back To Server.

  2. Log in to the Planning server.

  3. Click Sync Back All.

  4. Click OK.

  To save changed data to the Planning server for selected data forms and members taken offline:

  1. From the Planning ribbon, select Forms, then Sync Back To Server.

  2. Logon to the Planning server.

  3. Click Next.

  4. Double-click a dimension.

  5. Select members and system variables from the Member Selection page.

  6. Click OK.

  7. Repeat steps 4–6 to select members or system variables for each dimension in the list.

  8. Select Finish to save data.

  9. Click OK and Done.

Tip:

After you reconnect to the server, check that the work you completed offline is correct in the database . If you lose a row or column of data when you refresh a data form, contact the administrator.