Updating Shells - Setup Node, Planning Manager

A Shell template might have many planning items in the Development/Test environment; however, not all of the planning items might be ready for transfer to another environment.

To access the Shell template for Planning Manager, go to the Company Workspace > Admin mode > Templates > "Shell template" > Setup > Planning Manager

You can select multiple items to include in your configuration package.

Conditions for Creating a Planning Manager setup Configuration Package

The first time that you include the Planning Manager setup information in a Configuration Package, you must include the corresponding design in the Configuration Package.

For subsequent exports, you do not need to include the latest design, if the design exists in the Published Configuration Package, already.

At the time of import, the system transfers the setup information of the design object, irrespective of the Configuration status (Active/Inactive).

Oracle recommends that after changing your design you include the updated design in the Configuration Package.

Planning Manager Components in the Configuration Package

The system includes the following components of Planning Manager in the Configuration Package (.zip file):

Component

Field / Option

Planning Manager Setup / <Item Name> / General tab

Setup Name

Planning Manager Setup / <Item Name> / General tab

Description

Planning Manager Setup / <Item Name> / General tab

Help File

Access Control for Planning Manager Setup

The configuration package includes permissions settings of Users and Groups from Shell templates, Planning Manager.

To see the permission settings for Dashboards:

  1. Go to the Access Control module (Project/Shell > Admin mode > User Administration > Access Control).
  2. Expand Administration Mode Access.
  3. Expand Setup.
  4. Click Planning Manager to open the Module Permission Settings window.
  5. Proceed with adding, modifying, or removing permissions.

Last Published Thursday, December 14, 2023