Opening Books and Snapshot Books in Planning and Budgeting Cloud Workspace

  To open a book or snapshot book in Planning and Budgeting Cloud Workspace:

  1. From Planning and Budgeting Cloud Workspace repository, navigate to a book or snapshot book and select File, and then Open In.

  2. Select one of the following:

    • PDF Preview.

    • HTML Preview.

    • Complete Book in PDF.

    The Content area displays the book table of contents, and the tab at the bottom of the browser displays the book name and View (for example, Test Book -View). The report, snapshot, or member name is displayed on every row for which it applies in the book table of contents.

  3. Select a report or snapshot in the book table of contents, and then click Show Report.

    The report or snapshot is displayed in the Content area in HTML or PDF format, with the Report Name and POV in the tab description.

  4. Select File, then Close, and then Current.