1. Working with Planning
  2. Preparing to Work in Planning
  3. Before You Begin

Before You Begin

Here are a couple of things to know before you start working in Planning.

Your administrator may have created user variables that you must select before you can open a form. See Setting User Variables and Dynamically Setting User Variables.

You can also set preferences for such aspects as how you want numbers displayed and your time zone and date format. See Setting Your Preferences.

The Announcements panel on the left side of the Home page helps orient you.


Home page showing Announcements panel
  • Your administrator can provide announcements.
  • See your open tasks for the day.
  • View your recent history, for example, the forms or dashboards you've used.
  • Return to your frequently-used forms or forms by tagging them as a Favorite.
  • If your administrator created infolets to show high-level important information, explore them by clicking the dots towards the top of the page.

    infolet dots screenshot

    You can set which infolet you want as the default. See About Infolets in Administering Planning.

  • Set your profile photo. See Setting Your Profile Picture.