For the Planning Manager

The Planning Manager needs attribute forms to collect summary information about the type of plan being considered (such as capital or IT), and to summarize the planning sheet, including its name and the date the sheet was last updated.

Before you can design an attribute form, you need to specify a planning type in the Planning Manager. For plans and planning sheets, the "attribute form" is called a "detail form" in uDesigner.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Planning Manager.
  3. On the right pane, click New > Planning. The Edit Studio window opens.
  4. Use the information in the first table below to complete the General tab.
  5. Click OK. uDesigner displays the name of the plan type in the right pane.
  6. Double-click the name of the plan type. The navigator expands to show two additional nodes.
    • For a planning item form, click Planning Item > Detail Form.
    • For a planning sheet, click Planning Sheet > Detail Form.

    uDesigner displays the name of the form on the right pane and automatically creates a detail form.

  7. To start designing the detail form for the planning sheet, double-click the name of form in the right pane.

    At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.

  8. To start the detail form for the planning item, highlight the form name in the right pane and click the Properties button on the toolbar. A window opens, showing a General tab and an Options tab.

    The General tab shows the name uDesigner gave to the detail form.

    1. Click the Options tab.
    2. Use the second table below to complete the Options tab.
    3. Click OK.
    4. To start designing the detail form for the planning sheet, double-click the name of form in the right pane.

      At this point, you can add the content to the form. See Adding Blocks to a Form and also Adding Fields to the Form.

In this field:

Do this:

Name

Enter a name for the planning type. The name can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.

Description

(Optional) Enter a description of the item. A description is optional, but recommended.

Type

This field confirms that you are creating a planning type.

Level

Specify whether this planning type will be at the company level or project/shell level.

Attachments to overall record

Add and remove attachments to the record.

Notes:

  • For Text type BPs, the user cannot remove attachments.
  • To specify that users can attach files to their business process workflow e-mail responses, the Administrator must select Enable response via email in the business process setup and, in uDesigner select the Add Attachments option on the Options tab in the Action Form for the business process.

Attachment Source

Add attachments or line items from the Unifier Document Manager, or from the user's local machine.


Last Published Monday, June 3, 2024