Create a Planning Item

To create a planning item:

Navigate to:
- (For a Planning Manager at the company level) Go to the Company Workspace tab and switch to User mode. In the left Navigator, select Planning Manager.
- (For a Planning Manager at the project/shell level) Go to the shell tab where the Planning Manager resides and switch to User mode. In the left Navigator, select Planning Manager.
The system expands the navigator to show the planning types and their corresponding items and sheets.
Click the [planning item] - Items node. The [planning item] log opens.
Click Create. The planning item form opens.
Complete the form fields. The form fields will vary depending on the design of the form for this planning type.
Note: If the planning item form has a Project or Shell Picker, you can use it to link the planning item directly to a project/shell. Business processes in the project/shell with fields that match those on the planning item form will roll up values to the Planning Sheet.
Save the form (click Save to save or Submit to prevent further editing).