Creating a Default Structure for the Planning Sheet

Creating a sheet structure produces a template that users can use to create a planning sheet. You must create a default sheet structure before you can use the Planning Manager at the company level, or load the Planning Manager into a shell.

To create a planning sheet structure:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Configuration, and then select Planning Manager.
Select the planning item for which you want to create a structure.
Click Default Structure.
In the Planning Sheet Template window, click Columns.
In the Column log, click New to add columns.
In the Column Properties window, enter the following information for each column:

In this field:	Do this:
Data Source	Select the field you want to appear on the sheet. (This list shows the fields [data elements] that were included on the Planning Item Attribute Form.) When you select the field, the system displays the field label in the Name field.
Entry Method	Specify: Manual Entry if the user must manually enter values into this field Formula if the field will be automatically calculated with a formula. (To create the formula, see Add a Column Based on a Formula Calculation.) Query to retrieve data from the database that meets specific conditions and display it in this column. (To create the query, see Add a Column based on a Database Query.)
Show as percentage	If you chose Formula or Query as the data entry method, use these options to specify how the value should be shown. Note: If the data element was defined in uDesigner with a specific decimal amount, it will override any decimal amount you specify here.
Decimal Places
Display Mode	Use this option to hide or display this field on the sheet.
Total	If you created a formula or query to calculate the values for this column, you can specify: Blank to leave the total of this column blank. (Choose "blank" for percentage columns and other columns where it does not make sense to display a total.) Sum of All Rows to display the sum total of all the column values. Use Formula Definition to display the total; that is, the same formula will be applied to the total that was applied to all the values in this column.
Average	If you created a formula or query to calculate the values for this column, you can specify: Blank to leave the average of this column blank. (Choose "blank" for percentage columns and other columns where it does not make sense to display an average.) Avg of All Rows to display the value as an average of all the rows' values.
Column Position After	Use this field to specify where the column should appear on the sheet.

In This Section

Add a Column Based on a Formula Calculation

Add a Column based on a Database Query

Create a Planning Column Group

Edit Planning Sheet Properties

Last Published Tuesday, April 8, 2025