Modify Planning Items from a Planning Sheet

You can update planning item information from a planning sheet. The Update planning items option must be selected in the planning sheet properties (Options tab).

While defining columns on a planning sheet, data elements from the planning item can be selected. Some of these data elements can be edited from the planning sheet. Changes made to these elements are reflected on planning items automatically.

Data elements that are editable and not required on the planning item form will be editable from the planning sheet. The following are conditions under which a data element is not editable from the sheet:

BP picker data elements
Project picker
Shell picker
Data elements that are required on the form
Data elements that are of SYS Logical Datasource (formulas)
Data elements that are SYS Datasource

You cannot change the planning name. This can only be changed from the planning item window.

See Also