Planning Manager Item Log (Attributes)

The Planning Item log displays the log and the preview pane (Company Workspace > User mode > Planning Manager).

Note: The functions of the options presented below have been explained in the preceding sections. This section explains new functions and procedural differences.

The log contains the following toolbar options:

Create
When you click Create to create a new record, the Create New Planning - Item window opens. The three horizontal bars icon enables you to update a record and access the following:
- Delete
- Print
  - HTML
  - PDF
  - Custom
- Terminate Record
- Transfer Ownership
- Help
  - [Planning Item] Help
  - User Productivity Kit
- Close
During the creation step, the record has the following tabs:
- Comments
  Enables you to add comments to the Planning attribute, only in the edit mode.
- Linked Records
  Enables you to link records to the Planning attribute. The functional flow is the same as a non-workflow business process.
  
  Note: When you are updating a record, the following additional tabs are displayed: Audit Log and Reference Records.
Actions
View
Edit View
Refresh
Print
- Print
- Export To CSV
- Export To Excel
  Notes:
  - For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
  - If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
Search
Find on page
Help
- [Planning Item] Help
- User Productivity Kit

The Actions option enables you to:

Import
Export CSV Template
Edit Permissions
Bulk Edit
Print
Transfer Ownership
Terminate Record
Bulk Delete
View Import Audit Log

For each record, the gear menu (  ) are as follows and each option enables you to conduct the action on one particular record.

Open
Edit Permissions
Print - HTML
Print - PDF
Print - Custom
Transfer Ownership
Terminate Record
Delete

The log preview pane has the following tabs:

Record Details
Attachments
Permission
Note: If an attribute form is present, then you can hover over the question mark (?) symbol to see more information in the form of a tooltip.

See Also