Add and manage planning sheet rows

You can add planning items of the same type to create rows on the planning sheet. By default, there are two rows at the bottom of the sheet, one for total and one for average, which add a summary row for the column data.

To add a row (planning item) to a planning sheet

  1. Open the planning sheet.
  2. Click the Add Rows button. The planning items window opens, displaying the planning items created for the planning type.
  3. Select one or more items and click Add Row. The rows are added to the sheet.

To delete a row from the planning sheet

  1. Open the planning sheet.
  2. On the planning sheet, select one or more rows to delete.
  3. Click the Delete Rows button.
  4. Click Yes to confirm. The rows will be removed from the sheet.

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

View column details

Refresh a planning sheet

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