You can print a copy of a Planning form. You can choose PDF, HTML or Custom print formats and select one of the following options:
- Save a copy of the form as a PDF file and print the file
- Print an HTML view
- Print from a Word file if a custom print layout has been created for the form
The Custom Print formats include the BI Publisher custom print templates designed in the Custom Templates node. If custom print layouts have been created for the Planning Manager, the form will print according to the layout that you select. See the following Custom Format Print Options for details. See the following Printing Options - Custom Format for details.
To preview and print a Planning Manager item:
- Open the planning item that you want to print.
- From the File menu, choose Print Preview, then choose one of the following:
- HTML to view the form in the browser which can then be printed.
- PDF to open the form in Adobe Reader, which can be saved or emailed as a PDF file, or printed process, you are asked to save the changes to the form.
- Custom to select the BI Publisher, Microsoft Word, and PDF custom print templates from the same place as the current custom prints. See the following Printing Options - Custom Format for details.
The Print Options window opens. This window displays the record information that can be printed.
- Select the checkboxes for the information that you want to print.
- To select all the checkboxes, click the Select All checkbox. To deselect all, uncheck the Select All checkbox. If you deselect all checkboxes, only the header and footer will print.
- Click OK. The preview form opens in an HTML or PDF (Adobe Acrobat or Reader) window, from which you can print.
If you chose PDF, you can save a copy by clicking the Save a Copy button, or print. To print from HTML format, click on the Print icon in the upper right corner.