Create a Planning Column Group

This allows you to group columns together and assign a group name, which is displayed on the planning sheet above the columns. Columns in a group must be contiguous.

Note: To add a column to an existing group, ungroup the existing columns, and then create a new group to include the new column.

To group planning sheet columns:

  1. Go to the Configuration - Planning Manager log and click Default Structure.
  2. Select Columns. Columns must be contiguous, and cannot belong to more than one group.
  3. From the toolbar, click Group Columns, and then select Group. The Edit Column Groups window opens.
  4. Name the group and click Ok. Group names must be unique. The Group Name will appear in the planning sheet log and also on the Planning Sheet above the columns.

To ungroup columns:

Select grouped columns, click Group Columns, and then select Ungroup. Ungroup will remove group name from all columns that are part of that group.

To add or remove columns to the group:

  1. Ungroup the columns.
  2. Select a new group of contiguous columns. Add or move columns as necessary.
  3. Group the new columns.

To change the group name:

  1. Select any column in the group.
  2. From the toolbar, click Group Columns, and then select Group.
  3. Enter a new Name and click OK.

Last Published Wednesday, July 2, 2025