Planning Manager Sheet Log

Similar to the Cost Sheet log, the Planning Manager Sheet log (for Company level, Shell level, and Project level sheets) contains the following elements:

Log header
Toolbar
Grid with columns and rows
Right pane with tabs corresponding to each row of the sheet log

Toolbar

Option	Description
Create	As designed in uDesigner, the Create window enables you to enter values in fields that are categorized in different blocks. To modify the Data Sort options, open the Planning Sheet, select Edit View, and then select Sort By.
Actions	Contains the following options: Permissions Delete Refresh
Refresh	Click Refresh to update the items on the log or roll up planning items from project level to company level. Note: The last update date displays only if the data element, uuu_last_update_date is included in the design of the planning sheet.
Print	To print the log.
Search	Similar to the Search option in the Business Processes log, this option enables you to search among log items. The Search window contains all the elements from the Planning sheet detail form log Find section, from uDesigner. If the Find option is not defined in uDesigner, there will be two fields in this window: <label of DE uuu_name> and <label of DE uuu_last_update_date>. You can run a search on these two sheet attributes. If the elements are defined in the log (the Find option is defined in uDesigner), all the defined elements appear in the window in the same order as defined in uDesigner.
Find on Page	To find an item on the log.
<Planning name> Help	To access corresponding help.

Columns

All columns are displayed according to the log design in uDesigner. Click  Refresh to update any planning item record or roll up planning items from project level to company level. The last update date displays only if the data element, uuu_last_update_date is included in the design of the planning sheet.

Rows

If the newly created sheet is the one that updates the planning items, the first column (Updates Planning Items) displays a check-mark icon.

At a given time, only one planning sheet in the log can updated Planning Items. So, if you modify the properties of a sheet to change the value of "Update Planning Items," the check-mark icon (in the first column) will appear or disappear based on your changes.

When you open the log (clicking the Planning Sheets node in the Navigator) and there are no records in the log, the right pane does not have any contents.

When you open the log (clicking the Planning Sheets node in the Navigator) and there are records, then:

If no sheet is set to update the planning items: The topmost row in the log is selected by default and the right pane displays the selected sheet properties.
If one of the sheets in the log is set to update the planning items: The sheet is selected by default and the right pane displays the sheet properties.

The tabs in the right pane are:

Properties
This tab is selected by default and displays all attributes of the planning sheet as defined in uDesigner. The tab also contains the option to choose whether a sheet updates the planning items.
Permissions
If you do not have Modify permission or Full Access permission (for planning sheets), you will not be able to view the Permissions tab. Also, if you do not have the Modify Properties permission (for Planning Sheet), you will not be able to modify the planning sheets properties.
Audit Log
Similar to the other audit logs in the system, it displays the actions taken by the users. You can also view additional information about each Event in the Audit Details section located below the Audit Log tab.

The gear menu (  ) for each planning sheet:

Open: To open the planning sheet.
Permissions: To edit the permissions to the sheet.
Copy: Use Create Planning Sheet overlay form. All properties of the source sheet are shown as copied into this overlay form.
Delete: To delete a sheet.

You can select multiple sheets and right-click to delete.

The gear menu is not available when you select multiple sheets.

See Also