Add and Manage Planning Sheet Columns

To add a column to a planning sheet:

  1. Open the planning sheet.
  2. Select Add Columns. The Add Columns window opens.
  3. Enter a Datasource, a Query Data Type, Formula, and Column Position After.
  4. Edit the Data Format and Additional Options as necessary.
  5. Select Save & Add New. The column is added to the sheet.

To manage a column in a planning sheet:

  1. Open the planning sheet.
  2. On the planning sheet, right-click the column header for the column you want to edit. The following options are revealed:
    • Hide: Hides the column from view. This can be undone by selecting Menu Options, selecting Columns, selecting Unhide, and then selecting [column name].
    • Copy: Copies the current column. The properties of this copied column can be edited when the Column Properties window opens.
    • Delete: Deletes the column. Select Yes in the confirmation window that appears.
    • Lock after this Column: Creates a lock in the sheet that cannot be moved or resized. This can be undone by selecting Edit View, selecting Lock after Column, and then selecting None.
    • Insert: Opens the New Column window to insert a new column.
    • Properties: Opens the Column Properties window to view and edit the column properties.