Users can adjust sales plan data for their company utilizing Stratum.Viewer planning functionality. Measure item values can be changed directly in the grid then submitted for update to the database for immediate visibility to other users.
Planning updates can be done at any level. Updates made at a detailed level are automatically “rolled up” to higher levels. Updates made at higher levels are automatically “rolled down” and allocated to all the detailed levels. This gives the user the flexibility to adjust data at any level. Planning updates can be typed into each cell or pasted into cells from Microsoft Excel spreadsheets or from other existing values in the grid. Users can tab from one planning cell to the next as they make changes or simply press the Enter key after making a change to move to the next available planning cell.
The following image shows a view that was set up to update Budget data. Notice the planning icons next to the Budget values.
When changes are made, the pending updates are highlighted using the Planning Update Format. In this example, pending updates display in red font with a yellow background.
Changes are submitted for update using the Execute the Update Plan Process icon 
in the grid toolbar. Once the updates have been processed, they are available to all users.
