Access Planning Items and Planning Sheets

The Planning Manager groups planning initiatives by planning type; for example, Capital Planning or IT Planning. Each planning type will have a node available for planning items in that type, and also for planning sheets to manage the planning initiatives.

Planning items and sheets are grouped by their planning type.

To view planning items and planning sheets

In User mode, navigate to:
- (For a Planning Manager at the company level) Go to the Company Workspace tab and click Planning Manager in the left Navigator.
- (For a Planning Manager at the project/shell level) Open the shell or sub-shell where the Planning Manager resides. In the Navigator, click Planning Manager.
The system expands the navigator to show the planning types and their corresponding items and sheets.
To view:
- Planning items, choose a <planning type> - Items
- Planning sheets, choose a <planning type> - Sheets
The system displays the items or sheets in the right pane.

Note: If an advanced log has been designed for the Planning Manager, the log will display a tree structure with a middle column that narrows the navigation to help you locate and select the correct item or sheet.
To open the item or sheet, double-click the name of it in the right pane.

To view planning items and planning sheets

See Also