Print Options for Planning Manager Form

Following is a summary of the print options.

Print option

What it prints

Detail Form

This prints the information entered on the form.

General Comments

The general comment text and create details are printed.

Record Attachments

File attachments to the record are listed alphabetically by file name, and include the file title, issue date, revision number, and file size.

Record Attachments > Comments

Prints comments associated with file attachments to the record. "Record Attachments" must also be selected to select this option.

To print a Planning Manager item with a custom print layout

  1. Open the planning item that you want to print. Be sure it is in a view mode.
  2. From the Menu Options ( ), hover over Print, then choose Custom to select the BI Publisher/Oracle Analytics Publisher, Microsoft Word, or PDF custom print templates from the same place as the current custom prints (Custom Format Print selection window).
  3. Select a Template and Format, then click Print. The File Download window opens.
  4. Choose to Open or Save the file, which is a Microsoft Word DOC file.
  5. Open the file in Microsoft Word and print. (This feature works with Microsoft Word 2003 and 2007.)

    Note: By design, the CSV import of Planning items with attachments will not include the attachments.


Last Published Sunday, July 20, 2025