Configuring the Planning Type

Configuring a planning type makes it active in Unifier, gives it a numbering sequence for the records, and specifies an optional Help file and hard copy layout for printing.

To configure a planning type

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Configuration > Planning Manager in the left Navigator. Each planning type will be listed here.
  3. Select a planning item and click Open (or double-click). The Planning Configuration window opens.
  4. Complete the General tab:
    • Sequence Format: This will define how planning item records will be numbered under this Planning type.
    • Help File: This will allow user to upload a PDF file as help file for Planning Item. This file should be available from Planning Item log window and individual planning item record.
    • Status: This defines if this planning type is active or not. If it is not active then it will not be visible under User Mode in Unifier even if a user has permission to access it.
  5. Click OK.

See Also

Setting up the Planning Manager

Importing a Planning Type

Granting Yourself Permissions

Creating a Default Structure for the Planning Sheet

Deleting a Planning Manager

Configuring Planning Manager Configuration Package

Granting Planning Setup Permissions

Loading the Planning Manager

Granting User Permissions

Master Log - Planning Items for the Planning Manager


Last Published Monday, August 28, 2023