Bulk Edit Planning Items from the Planning Manager Log

To edit planning items in bulk

  1. Navigate to the Planning Items log.
  2. Select the desired planning item.
  3. From the log, ctrl+click to select the items that you want to edit.
  4. Click Actions and click Bulk Edit to open the Bulk Edit window.

    The window is divided into two panes. Use the left-hand pane to edit the details of each record.

    Unifier automatically selects the Update checkbox when you type into or modify a field. You can deselect it if you do not want to modify the field at this time.

    Use the right-hand pane (Action Status) to preview the status of each record.

  5. When finished, click Close.

For more information on editing these records in bulk refer to the Unifier Business Processes User Guide.

See Also

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

Delete Planning Items

Create a Planning Sheet

Copy a Planning Sheet

Open the Planning Sheet

Add and Manage Planning Sheet Rows

Add and Manage Planning Sheet Columns

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 Tuesday, April 1, 2025