Planning Manager Item Log (Attributes)

The Planning Item log displays the log and the preview pane (Company Workspace > User mode > Planning Manager).

Note: The functions of the options presented below have been explained in the preceding sections. This section explains new functions and procedural differences.

The log contains the following toolbar options:

• Create

  When you click Create to create a new record, the Create New Planning - Item window opens. The three horizontal bars icon enables you to update a record and access the following:

  • Auto-create
  • Print
  • Reload
  • Terminate Record
  • Transfer Ownership
  • Delete
  • Help
  • Close

  Note: When you are updating a record, the following additional tabs are displayed: Audit Log and Reference Records.

  During the creation step, the record has the following tabs:

  • Comments

    Enables you to add comments to the Planning attribute, only in the edit mode.

  • Linked Records

    Enables you to link records to the Planning attribute. The functional flow is the same as a non-workflow business process.

• Actions
• View
• Settings
• Refresh
• Print
• Search
• Find on page
• Help

The Actions option enables you to:

• Import
• Export CSV Template
• Edit Permission
• Bulk Edit
• Print
• Transfer Ownership
• Terminate Record
• Delete

For each record, the gear () menus are as follows and each option enables you to conduct the action on one particular record.

• Open
• Edit Permission
• Print - HTML
• Print - PDF
• Print - Custom
• Transfer Ownership
• Terminate Record
• Delete

The log preview pane has two tabs:

• Record Details
• Permission

  Note: If an attribute form is present, then you can hover over the question mark (?) symbol to see more information in the form of a tooltip.

See Also

Planning Manager with Redesigned User Interface

Planning Manager Sheet Log

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Last Published Monday, April 11, 2022