Saving Ad Hoc Grids as Forms

If you have been assigned the ad hoc grid creator role, you can save Planning ad hoc grids as forms.

Data source types: Planning, Planning Modules

Note:

In this topic, references to Planning forms only apply to Planning and Planning Modules.

To save a Planning ad hoc grid as a form:

1. With the Planning ad hoc grid active, from the Planning Ad Hoc ribbon, click Save Ad Hoc Grid.

   Saving ad hoc grids as forms is not supported for grids containing attributes.

2. In Save Grid As, enter a name, path to the location where you want to save the grid, and optional description for the grid.
3. Optional: Select Submit Formatting to save any Excel formatting or cell style changes that have been applied to the grid.

   See Saving Native Excel Formatting to EPM Cloud for additional notes and guidelines about saving formatting in Planning ad hoc grids and forms.

4. Click OK.

   The saved grid is displayed in the Smart View Panel tree list in the location that you selected in step 2.