Create a Planning Sheet

You can create planning sheets for each planning type. These are based on templates created in Admin mode.

To create a planning sheet

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 and click Planning Manager in the left Navigator.
The Navigator expands to show the planning types and their corresponding items and sheets.
Under the planning type for which you want to create a sheet, click the [planning item] - Sheet node. The planning sheets log opens.
Click Create. The Properties window opens.
In the General block, name the planning sheet and enter an optional description.
In the Options block, you can select:
- Update Planning Items: Select this check box if you want planning sheet users to be able to manually edit planned item data. This helps prevent conflicting data from multiple planning items. This box can be checked on only one sheet per planning type.
Click OK. The planning sheet opens. The columns are those defined in the default structure. You can add additional columns as needed. Rows correspond to planning items. See Add and Manage Planning Sheet Rows.