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
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > Planning Manager in the left Navigator. Each planning type will be listed here.
- Select a planning item and click Open (or double-click). The Planning Configuration window opens.
- 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.
- Click OK.
See Also
Setting up the Planning Manager
Creating a Default Structure for the Planning Sheet
Configuring Planning Manager Configuration Package
Granting Planning Setup Permissions
Master Log - Planning Items for the Planning Manager
Last Published Saturday, July 13, 2024