Print a Planning Manager Form

You can print a copy of a Planning item. You can choose PDF, HTML or Custom print formats and select one of the following options:

Save a copy of the form as a PDF file and print the file
Print an HTML view
Print from a Word file if a custom print layout has been created for the form

The Custom Print formats include the Oracle Business Intelligence Publisher (BI Publisher) and Oracle Analytics Publisher custom print templates designed in the Custom Templates node. If custom print layouts have been created for the Planning Manager, the form will print according to the layout that you select. For more information, see Printing Options - Custom Format.

To preview and print a Planning Manager item

Open the planning item that you want to print.
From the Gear menu, choose either Print - HTML, Print - PDF, or Print - Custom.
- HTML to view the form in the browser which can then be printed.
- PDF to open the form in Adobe Reader, which can be saved or emailed as a PDF file, or printed process, you are asked to save the changes to the form.
- Custom to select the BI Publisher/Oracle Analytics Publisher, Microsoft Word, and PDF custom print templates from the same place as the current custom prints. See Printing Options - Custom Format for details.
The Print Options window opens. This window displays the record information that can be printed.
Select the check boxes for the information that you want to print.
To select all the check boxes, click Show All. To clear all, deselect Show All. If you deselect all check boxes, only the header and footer will print.
Click Print. The preview form opens in an HTML or PDF (Adobe Acrobat or Reader) window, from which you can print.

Depending on your browser, the file will be downloaded automatically, or you will be prompted to download the file manually.

In This Section

Print Options for Planning Manager Form

Printing Options - Custom Format

Last Published Sunday, July 20, 2025