Similar to the Cost Sheet log (new user interface), the Planning Manager Sheet log (for Company level, Shell level, and Project level sheets) contains the following elements:
- Log header
- Toolbar
- Grid with columns and rows
- Right-hand pane with tabs corresponding to each row of the sheet log
Toolbar
Option | Description |
|---|---|
Create | As designed in uDesigner, the Create window enables you to enter values in fields that are categorized in different blocks. To modify the Data Sort options, open the Planning Sheet > Properties (Classic view): File > Properties. |
Delete | Enables you to delete one sheet, or a selected number of sheets, from the log. |
Refresh | To refresh the items on the log, after updating. |
To print the log. | |
Search | Similar to the Search option in the Business Processes log, this option enables you to search among log items. The Search window contains all of the elements from the Planning sheet detail form log Find section, from uDesigner. If the Find option is not defined in uDesigner, then there will be two fields in this window: <label of DE uuu_name> and <label of DE uuu_last_update_date>. You can run a search on these two sheet attributes. If the elements are defined in the log (the Find option is defined in uDesigner), then all the defined elements appear in the window in the same order as defined in uDesigner. |
Find on Page | To find an item on the log. |
<Planning name> Help | To access corresponding help. |
Columns
All columns are displayed according to the log design in uDesigner. In addition, there is one system defined column (Updates Planning Items) which shows up as the first column in the Planning Sheet log. This column is used to capture which planning sheet updates the Planning Items.
Rows
If the newly created sheet is the one that updates the planning items, then the first column (Updates Planning Items) displays a checkmark icon.
At a given time, only one planning sheet in the log can updated Planning Items. So, if you modify the properties of a sheet to change the value of "Update Planning Items," the checkmark icon (in the first column) will appear or disappear based on your changes.
When you open the log (clicking the Planning Sheets node in the Navigator), and there are no records in the log, the right-hand pane does not have any contents.
When you open the log (clicking the Planning Sheets node in the Navigator), and there are records, then:
- If no sheet is set to update the planning items: The topmost row in the log is selected by default and the right-hand pane displays the selected sheet properties.
- If one of the sheets in the log is set to update the planning items: The sheet is selected by default and the right-hand pane displays the sheet properties.
The tabs in the right-hand pane are:
- Properties
This tab is selected by default and displays all attributes of the planning sheet as defined in uDesigner. The tab also contains the option to choose whether a sheet updates the planning items, or not.
- Permissions
If you do not have Modify permission or Full Access permission (for planning sheets), then you will not be able to view the Permissions tab. Also, if you do not have the Modify Properties permission (for Planning Sheet), then you will not be able to modify the planning sheets properties.
- Audit Log
Similar to the other audit logs in Standard view in Unifier, it displays the actions taken by the users.
The gear (
) menus for each planning sheet:
- Open: To open the planning sheet.
- Copy: Use Create Planning Sheet overlay form. All properties of the source sheet are shown as copied into this overlay form.
- Delete: To delete a sheet.
You can select multiple sheets and right click to delete.
The gear () menu is not available when you select multiple sheets.