Use Explore to list, find, and view content. Items opened in Explore display as tabs at the top of Planning and Budgeting Cloud Service Workspace. The View pane displays folders.
When items have high priority, multiple versions, or are manually flagged as an exception, an icon is displayed. In order to see these icons the priority, version, or exception column must be displayed.
Note: | When entering names for items in the repository such as files and folders, you can use uppercase and lowercase letters and numbers. Spaces cannot be used at the beginning or end of folder names. Invalid Name characters: \,/,%,?,+,<,>,|,`,*,". Invalid Path characters: \,%,?,+,<,>,|,`,*,". |
Note: | Because importing Financial Reporting objects with invalid characters in their Names/Path is still allowed, you should rename the objects after they are imported into Planning and Budgeting Cloud Service Workspace should be renamed. Scheduled Batches containing object names with invalid characters will fail when PDF and HTML are selected as output options. |