To add a column to a planning sheet
- Open the planning sheet.
- Click the Add Columns button. The Add Columns window opens.
- Enter a Datasource, a Query Data Type, Formula, and Column Position After. Edit the Data Format and Additional Options as necessary.
- Click Save & Add New. The column is added to the sheet.
To manage a column in a planning sheet
- Open the planning sheet.
- On the planning sheet, right click on the column header for the column you wish to edit. The following options are revealed:
- Hide: Hides the column from view. This can be undone through Menu Options > Columns > Unhide > [Column name].
- Copy: Copies the current column. The properties of this copied column can be edited when the Column Properties window opens.
- Delete: Deletes the column. Click Yes in the conformation window that appears.
- Lock after this Column: Creates a lock in the sheet that cannot be moved or resized. This can be undone through Edit View > Lock after Column > None.
- Insert: Opens the New Column window to insert a new column.
- Properties: Opens the Column Properties window to view and edit the column properties.
Unifier Planning Manager
About the Planning Manager
Access planning items and planning sheets
Access Planning Items from Master Log - Business Processes node
Planning Manager Item Log (Attributes)
Planning Manager Sheet Log
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
Add and Manage Planning Sheet Rows
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