Edit Planning Sheet Properties

You can edit the properties in individual planning sheets or the default structure.

To edit planning sheet properties

  1. Open the planning sheet or default structure.
  2. Click File > Properties. The Properties window opens.
  3. Complete the General tab: You can enter or change the Name of the sheet, and add an optional Description.
  4. Click the Options tab:
    • 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: When this checkbox is selected, it allows planning sheet users to manually edit planned item data. This helps to prevent conflicting data from multiple planning items.

    This box can be checked on only one sheet per Planning Type. When this box is checked, the sheet is moved to the top of the log, and displayed in bold font, thereby acting as a master planning sheet.

  5. Click OK.

Last Published Monday, August 28, 2023