Creating Books in Planning and Budgeting Cloud Workspace

  To create a book:

1. In Planning and Budgeting Cloud Workspace, select File, then New, and then Document.

2. In the Select a Task wizard, select Collect reports into a book, and then click Next.

3. In Step 2: Select Files, select reports and other artifacts from folders, and then click .

4. Optional: To remove a report from the book, select the report, and then click . To remove all reports from the book, click .

   If you move, delete, or rename a report or other artifacts in the repository, they are removed from the book the next time the book is opened. You must add those artifacts again if you want to include them in the book.

5. When completed, click Finish to open the Book Editor.

   To display dimensions in the table of contents, in the Book Editor, select the dimension name. Then, in the bottom panel, select Display.

6. Optional: Add or change members selections for the book POV:

   1. In the Name column, double-click the dimension to display Member Selection.

   2. Select the members, and then click OK.

7. Optional: Copy report member selections from one report to another in the Book Editor:

   1. Highlight the report containing the members to copy.

   2. Select Edit, then Copy Member Selection to, and then select a report.

   Member selections are copied only between reports having the same dimensions on the User Point of View.

8. Select File, and then Save.