Creating a sheet structure produces a template that users can use to create a planning sheet. You must create a default sheet structure before you can use the Planning Manager at the company level, or load the Planning Manager into a shell.
To create a planning sheet structure
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > Planning Manager in the left Navigator.
- Select the planning item for which you want to create a structure.
- Click the Default Structure button. The Planning Sheet Template window opens.
- Add columns by clicking the Columns button. The Column Log opens.
- Click New. The Column Properties window opens.
- Use the information in the following table to complete the Column Properties window.
In this field: | Do this: |
|---|---|
Data Source | Select the field you want to appear on the sheet. (This list shows the fields (data elements) that were included on the Planning Item attribute form.) When you select the field, Unifier displays the field label in the Name field. |
Entry Method | Specify:
|
Show as percentage |
If you chose Formula or Query as the data entry method, use these options to specify how the value should be shown. Note: If the data element was defined in uDesigner with a specific decimal amount, it will override any decimal amount you specify here. |
Decimal Places | |
Use 1000 Separator(,) | |
Negative Number Format | |
Display Mode | Use this option to hide or display this field on the sheet. |
Total | If you created a formula or query to calculate the values for this column, you can specify:
|
Average | If you created a formula or query to calculate the values for this column, you can specify:
|
Column Position After | Use this field to specify where the column should appear on the sheet. |