Select the tab of the second application. See Logging onto Planning.
When you change the state of a planning unit, add an annotation that explains what you changed and why. You can use annotations to create a written history or audit trail of a plan’s evolution. Administrators can also set up audit trails for certain application changes.
Yes. Select File, then Preferences, click the Planning icon, and then select Display Options to set options for number formatting, page selection, printing, and other options. To make ad hoc changes, see Working with Ad Hoc Grids.
You can set the number of members that enable a search and find feature, and search up or down the hierarchy by member name or alias to find members. See Enabling Search with a Large Number of Pages and Navigating in Forms.
Yes, you can use the Copy and Paste shortcuts, or right-click in a cell, and then select Cut, Copy, Paste, or Delete. To adjust data, select Edit, and then Adjust. You can work with multiple cells simultaneously.
Planning can allocate values across cells. For example, select multiple cells and select Adjust Data to increase or decrease their values by a certain percentage. See Adjusting and Spreading Data.
You can add comments or a custom link to accounts if the feature is enabled and you have write access to the members (account, entity, scenario, and version). For example, to create a link to a spreadsheet file on a shared server, you might enter: file://C:/BudgetDocs/Timeline.xls where C represents the server's drive.
If your administrator selected the Enable Cell Level Document property for the form, you can link a cell to an Oracle Hyperion Enterprise Performance Management Workspace document. See Adding, Editing, and Viewing Cell-Level Documents .
Yes, if an administrator sets up multiple alias tables, you can select from among them. The selected alias table determines how members are displayed in the form. For example, each alias table might display members in another language. The display of aliases in a form must be enabled as a property. Select the alias table to use by selecting File, and then Preferences. Click the Planning icon, select the Application Settings tab, and then select the alias table under Alias Setting. Planning retains this setting for subsequent sessions.
A planning unit is a slice of data at the intersection of a scenario, a version, and an entity. In addition, an administrator an create more granular planning units within an entity by adding members from another dimension. See Managing Planning Units
Change the planning unit status to a status that sends the budget to the appropriate reviewer. For details, see Changing Planning Unit Status
Set up Planning to notify you by email when you become the owner of a planning unit. See Setting Up Email.
From the Process Definition page, you can view the status of a planning unit, including its history, the last action taken, and the dates and times the status changed. See Viewing Planning Unit History Details and Using Annotations.
After you promote a planning unit, you are no longer its owner, and only the current owner or the budget administrator can change the plan. To make changes, ask the current owner or budget administrator to reject he planning unit back to you.
To create a copy of the plan, ask the administrator to set up a “personal” bottom up version for you. Before you promote your data, copy it (using Copy Versions) to a personal version, giving you a record of the data before you promote it.
Contact your administrator if you get this error message. It means that the calculation script you are trying to run contains a scenario, version, or currency that is a dynamically calculated member, or that all account members are dynamic for this view.