Add and Manage Planning Sheet Columns

To add a column to a planning sheet:

  1. Open the planning sheet.
  2. Click the Add Columns button. The Add Columns window opens.
  3. Enter a Datasource, a Query Data Type, Formula, and Column Position After. Edit the Data Format and Additional Options as necessary.
  4. Click Save & Add New. The column is added to the sheet.

To manage a column in a planning sheet:

  1. Open the planning sheet.
  2. On the planning sheet, right-click the column header for the column you want to edit. The following options are revealed:
    • Hide: Hides the column from view. This can be undone by clicking Menu Options, selecting Columns, selecting Unhide, and then selecting [column name].
    • Copy: Copies the current column. The properties of this copied column can be edited when the Column Properties window opens.
    • Delete: Deletes the column. Click Yes in the conformation window that appears.
    • Lock after this Column: Creates a lock in the sheet that cannot be moved or resized. This can be undone by selecting Edit View, selecting Lock after Column, and then selecting None.
    • Insert: Opens the New Column window to insert a new column.
    • Properties: Opens the Column Properties window to view and edit the column properties.

See Also

Planning Manager

About the Planning Manager

Access Planning Items and Planning Sheets

Access Planning Items from Master Log - Business Processes node

Planning Manager Item Log (Attributes)

Planning Manager Sheet Log

Create a Planning Item

Bulk Edit Planning Items from the Planning Manager Log

Delete Planning Items

Create a Planning Sheet

Copy a Planning Sheet

Open the Planning Sheet

Add and Manage Planning Sheet Rows

Filter Planning Sheet Content

Copy Column Data

Modify Planning Items from a Planning Sheet

Grant Planning Sheet Permission

Understanding Reverse Auto-population

View the Import Audit Log

Print a Planning Manager Form


Last Published Friday, June 6, 2025