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Contents

• Documentation Accessibility
• Documentation Feedback
• Copyright Page

About Planning

• About Planning
• New Features
• Quick Access to Key Tasks, Tutorials, and Demos on the Landing Page
• Logging on to Planning and Accessing an Application
• Navigating in Planning
• Using Online Help
• About Task Lists
• Logging Off
• Logging Off Planning

Working with Task Lists

• About Task Lists and Tasks
• Working With Task Lists and Tasks
• Completing Tasks
• Viewing Email Alerts
• Reporting on Task List Status
• Using the Dashboard to View Task List Status

Working with Forms

• Selecting and Opening Forms
• Opening Forms
• Specifying Form Member and Alias Display Settings
• Specifying Member and Alias Display Settings for the Member Selector
• Expanding Forms and the Data Entry Area
• Setting Column Width
• Adjusting Row Height
• Hiding Rows or Columns Having No Data or Zeros
• Searching in Forms
• Sorting Rows and Columns
• Filtering Rows and Columns
• Showing Members in the Outline
• Viewing Instructions for Forms
• Displaying Dimension Names on the Page
• Viewing a Cell's Data History
• Navigating Among Forms
• Copying Versions
• About Smart View Formatting in Planning Forms
• Using Predictive Planning

Working with Ad Hoc Grids

• About Ad Hoc Analysis
  • Using Ad Hoc Grids
  • Ad Hoc Grids in Smart View
• Creating and Working With Ad Hoc Grids
  • Creating Ad Hoc Grids
  • Default Properties of New Ad Hoc Grids
  • Starting Ad Hoc Analysis
  • Performing Ad Hoc Actions
  • Saving Ad Hoc Grids
  • Exiting Ad Hoc Analysis
• Ad Hoc Grid Options
  • Ad Hoc Options
  • Suppress Options
  • Precision Options
  • Replacement Options

Entering Data

• About Entering Data
  • Colors in Forms
  • Aspects of Forms
  • Entering Data with Smart Lists
  • Entering Data with Shortcut Menus
  • Entering Percentage Values
  • Entering Date Values
  • Entering Text Values
  • Dynamically Setting User Variables
• About Entering Data with Shortcut Menus
• Navigating in Forms
• Selecting Members Using Pages
• Searching for Members
• Viewing Member Formulas
• Viewing and Resolving Data Validation Errors
• Selecting Cell Ranges
• Copying and Pasting Data
• Copying and Pasting Data Between Microsoft Excel and Planning Forms
• Cell Icons: Using Attachments, Comments, and Links
• About Cell Comments
• Working with Comments
• Printing Comments
• Using Account Annotations and Custom Links
• Adding, Editing, and Viewing Cell-Level Documents
• Writing #MISSING Values
• Subtotaling Values
• Getting the Latest Data
• Exporting Data to Microsoft Excel
• Drilling Through to Source Data
• Saving Data
• After Entering Data
• Printing Data

Working With Business Rules

• About Launching Business Rules
• Launching Business Rules
• Entering Runtime Prompts
• Runtime Prompts and Approvals
• Using Business Rules
• Checking Job Status

Adjusting and Spreading Data

• Adjusting Cell Values
  • Adjusting Values
  • Performing “What If” Analysis
• Spreading Data for Time Periods
  • How Spreading Data Works
  • Spreading with Multiple Currencies
  • Locking Cells
  • Examples of Spreading Data with Cell Locking
• Spreading Values Using Grid Spread
• Spreading Values Using Mass Allocations

Working with Supporting Detail

• Working with Supporting Detail
• Adding Supporting Detail
  • Example of Supporting Detail
  • Totaling When Supporting Detail Cells are Blank
  • Incorrectly Entering Supporting Detail
  • Correctly Entering Supporting Detail
  • Working with the Supporting Detail Hierarchy
• Viewing or Changing Supporting Detail
• Pasting Multiple Cells into the Supporting Detail Window

Working with Currencies

• Working with Multiple Currencies
• Changing the Currency for a Data Cell
• Reporting on Data in Multiple Currencies

Managing Planning Units

• About the Review Process
  • Planning Unit States
  • Planning Unit Actions
  • Viewing Planning Unit Totals
• Using the Approvals Dashboard to View Planning Unit Status
• Example: Approvals Dashboard and Level Status
• Validating Planning Units
• Viewing and Resolving Planning Unit Validation Problems
• Changing Planning Unit Status
• Adding or Viewing Planning Unit Annotations
• Printing Planning Unit Annotations
• Viewing Planning Unit History Details and Using Annotations
• Selecting an Alternate Reviewer

Setting User Preferences

• Setting Preferences for Application Settings
  • Setting Up Email
  • Alias and Member Setting
    • Where you can Define Alias and Member Display Settings
    • Defining Alias and Member Display Options Using Preferences
  • Setting Approvals Options
• Setting the Reporting Currency
• Setting Preferences for Display Options
  • Changing Numbers Formatting
  • Indenting Members on the Page Drop-Down List
  • Enabling Search with a Large Number of Pages
  • Showing Consolidation Operators
  • Opening Part of a Form
  • Setting the Date Format
  • Specifying How Many Form Rows and Columns are Populated
• Setting Preferences for Printing Options
• Setting Preferences for User Variables

Frequently Asked Questions