To create a planning item
- Navigate to:
- (For a Planning Manager at the company level) Go to the Company Workspace tab and click Planning Manager in the left Navigator.
- (For a Planning Manager at the project/shell level) Open the project or shell here the Planning Manager resides and click Planning Manager in the left Navigator.
Unifier expands the navigator to show the planning types and their corresponding items and sheets.
- Click the [planning item] - Items node. The [planning item] log opens.
- Click New. The planning item form opens.
- Complete the form fields. The form fields will vary depending on the design of the form for this planning type.
Note: If the planning item form has a Project or Shell Picker, you can use it to link the planning item directly to a project/shell. Business processes in the project or shell with fields that match those on the planning item form will roll up values to the Planning Sheet.
- (Optional) Add an attachment to the planning item.
Click the Add Attachment button on the tool bar and select the place where the attachment resides, on your computer, or in a Unifier folder.
For a file on your computer, the File Upload window opens. Under Document Title, enter the title of the attachment you want to include, or click the Browse button to browse the directories on your computer for the file.
To add multiple attachments, click the Add Row button and repeat the step above.
When you have added the attachments, click OK.
You can also choose other options, such as including reference files and automatic revision. To do so, click the Advanced Options button.
For a Unifier file, the Select Files window opens, showing the company documents you can choose from.
Select the file and click OK.
- Save the form (click Save to save or Finish Editing to prevent further editing).