Contents

Using Planning

Getting Started with Planning

Setting Up Access Permissions

Managing Planning Databases

Importing and Exporting Data and Metadata

Managing Forms

Using the Member Selector

Managing Data Validation

Managing the Budgeting Process

Working with an Application

Working with Menus

Working with Planning Application Administration

Customizing Planning Web Client

Troubleshooting

Naming Restrictions

Form Formula Functions

Custom-defined Functions

Using Smart View to Import and Edit Planning Metadata