Contents

Title and Copyright Information

Documentation Accessibility

Documentation Feedback

1 Using Planning

2 Getting Started with Planning

3 Setting Up Access Permissions

4 Managing Planning Databases

5 Importing and Exporting Data and Metadata

6 Managing Forms

7 Using the Member Selector

8 Managing Data Validation

9 Managing the Budgeting Process

10 Working with an Application

11 Working with Menus

12 Working with Planning Application Administration

13 Customizing Planning Web Client

14 Troubleshooting

A Naming Restrictions

B Form Formula Functions

C Custom-defined Functions

D Using Smart View to Import and Edit Planning Metadata