Setting Planning Preferences

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and 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, and then select User Preferences.

  3. From Preferences, specify options for the following

    • Application Settings: Email, alias and workflow options.

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

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

Note:

You cannot set preferences in offline mode.