Refresh a planning sheet

Refreshing the planning sheet will update all rolled-up column data. This process runs in the background and may take some time to complete, depending on the design of the sheets being updated.

To refresh a planning sheet

  1. Navigate to the planning sheet log.
  2. Select one or more planning sheets and click the Refresh button.

    Once the Refresh button is clicked, the Last Update column (if the log window was designed to show this column) will display In Progress to indicate that the planning sheet is getting refreshed. When the refresh is complete, the Last Update column will show the date on which the sheet was updated. Do not open the sheet while refresh is in progress.

See Also

Unifier Planning Manager

About the Planning Manager

Access planning items and planning sheets

Access Planning Items from Master Log - Business Processes node

Create a planning item

Bulk Edit Planning Items from the Planning Manager Log

Delete planning items

Create a planning sheet

Copy a planning sheet

Open the planning sheet

Add and manage planning sheet rows

View column details

Modify planning items from a planning sheet

Grant planning sheet permission

Understanding Reverse Auto-population

Print a Planning Manager Form

Planning Manager with Redesigned User Interface



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Last Published Monday, April 11, 2022