After you select an application, use the view pane on the left to view folders and forms. To open a form, double-click a folder name, and click a form's name. The form opens in the content area on the page's right side. You can select commands from menus, and right-click to select context-sensitive menus as described in the following table.
If your administrator sets up links to other resources, you can access commonly used tools or websites for analyzing, tracking, and reporting on planning data. To open a custom link, select Tools, then Custom Links, and then select a link. See Administering Planning for Oracle Planning and Budgeting Cloud Service or online help for details about using custom tools and links.
To launch a business rule associated with a plan type, select Tools, and then Business Rules.
To launch a business rule associated with a form, open the form, and then double-click a rule in the Business Rules. When the business rule has executed, click Close.
For tasks that have shortcuts, use the menu bar buttons.
Select menu commands from context-sensitive menus that are displayed when you right-click in a form. If the administrator sets up custom menus, you can select commands from those menus.
The menus that display depend on the form settings and where you right-click in the form. For example, these commands and associated options may be available: Minimize, Restore, Cut, Copy, Paste, Clear, Delete, Sort, Freeze, Unfreeze, Edit, Adjust, Adjust Data, Grid Spread, Mass Allocate, Comments, Supporting Detail, Documents, Lock/Unlock Cells, Analyze, New Ad Hoc Grid, Show member in outline. You can also select options to hide rows or columns with zeros and no data.
Select File, and then Preferences. See Setting User Preferences.