Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 About Planning
- 2 Working with Task Lists
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3
Working with Forms
- Selecting and Opening Forms
- Opening Forms
- Searching for 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
- 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
- Launching Smart View from Planning
- About Smart View Formatting in Planning Forms
- Using Predictive Planning
- 4 Working with Ad Hoc Grids
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5
Entering Data
- About Entering Data
- 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
- 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
- 6 Working With Business Rules
- 7 Adjusting and Spreading Data
- 8 Working with Supporting Detail
- 9 Working with Currencies
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10
Managing Planning Units
- About the Review Process
- Using the Approvals Dashboard to View Planning Unit Status
- Example: Approvals Dashboard and Level Status
- Example: Approvals Dashboard and Group 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
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11
Setting User Preferences
- Setting Preferences for Application Settings
- Setting the Reporting Currency
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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
- Showing Records on the Dimensions and Assign Access Pages
- Setting Text Size
- Setting the Date Format
- Specifying How Many Form Rows and Columns are Populated
- Setting Preferences for Printing Options
- Setting Preferences for User Variables
- 12 Frequently Asked Questions