Before you begin: Planning types are designed in uDesigner and deployed to Unifier. A planning type consists of planning item forms and planning sheet forms. Examples of planning types include Capital Planning, IT Planning, etc. The planning item forms are used to create new planning initiatives for that type, and the sheet forms are used to create the associated planning sheet. The types, forms, and corresponding logs are designed in uDesigner.
Step 1: Design Planning Type attribute in uDesigner and deploy to Unifier. This is similar to any other design deployment in uDesigner.
Step 2: Grant yourself permissions to create a default sheet structure and configure the planning type.
Step 3: Create a default structure for the planning sheets. This is a template that you will create to specify the default columns that should be on the planning sheets.
Step 4: Configure (activate) each planning type.
Step 5: Grant Planning Manager permissions to users. In User Mode, the permissions for planning items and sheets are Full Access, Create and View.
Once you have completed these steps, the Planning Manager is ready for use in Unifier (User mode).