Setting Planning Preferences

For detailed information about Planning preferences, please see the Planning product documentation, available on the EPM Documentation Library. To open this library, from the Smart View ribbon, click the arrow next to Help then EPM Documentation.

  To set user preferences for a Planning application:

  1. From the tree list in the Smart View Panel, select an application.

  2. Right-click, then select User Preferences.

  3. From Preferences, specify options for the following

    • Application Settings: e-mail, alias and workflow options.

    • Display Settings: formatting, page, and other options.

    • User Variables: variables set up by the Planning to help you navigate large data forms and grids.

Note:

You cannot set preferences in offline mode.