Add and Manage Planning Sheet Columns
To add a column to a planning sheet:
- Open the planning sheet.
- Click the Add Columns button. The Add Columns window opens.
- Enter a Datasource, a Query Data Type, Formula, and Column Position After. Edit the Data Format and Additional Options as necessary.
- Click Save & Add New. The column is added to the sheet.
To manage a column in a planning sheet:
- Open the planning sheet.
- 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
Access Planning Items and Planning Sheets
Access Planning Items from Master Log - Business Processes node
Planning Manager Item Log (Attributes)
Bulk Edit Planning Items from the Planning Manager Log
Add and Manage Planning Sheet Rows
Modify Planning Items from a Planning Sheet
Grant Planning Sheet Permission
Understanding Reverse Auto-population
Last Published Friday, June 6, 2025