Loading the Planning Manager

Loading the Planning Manager is part of setting it up. In this step, you will be loading the manager into the area where it should reside—the Company Workspace or a project/shell.

When you load the Planning Manager, you also load the permission infrastructure and the ability to grant permissions for the manager.

To load the Planning Manager:

1. Do one of the following:
   • To load the Planning Manager into the Company Workspace, go to the Company Workspace tab, and switch to Admin mode. In the left Navigator, select Company Workspace, and then select Planning Manager.
   • To load the Planning Manager into a project/shell, go to the shell or sub-shell and switch to Admin mode. In the left Navigator, select Setup, and then select Planning Manager.
2. Select New.

   The New Business Processes window opens, showing the Planning Managers that are available for loading.

3. Select the planning manager you want to load, and select OK.

   The system displays the manager in the right pane.