You can create planning sheets for each planning type. These are based on templates created in Administration Mode.
To create a planning sheet
- 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 shell or sub-shell where the Planning Manager resides and click Planning Manager in the left Navigator.
The Navigator expands to show the planning types and their corresponding items and sheets.
- Under the planning type for which you want to create a sheet, click the [planning item] - Sheet node. The planning sheets log opens.
- Click New. The Properties window opens.
- On the General tab, name the planning sheet and enter an optional description.
- Click the Options tab. For:
- Sort by Column: Choose the column to sort the planning item rows by. The default is Name (planning item name). As you add additional columns to the sheet, these columns will be available to select.
- Sort Order: Choose Ascending or Descending; works in conjunction with Sort by Column.
- Update Planning Items: Select this checkbox if you want planning sheet users to be able to manually edit planned item data. This helps prevent conflicting data from multiple planning items. This box can be checked on only one sheet per planning type. When you select this box, the sheet is moved to the top of the log and displayed in bold font, thereby acting as a master planning sheet.
- Click OK. The planning sheet opens. The columns are those defined in the default structure. You can add additional columns as needed. Rows correspond to planning items. See Add and manage planning sheet rows.