Set up Planning Enabled Views

When you are building a view intended for planning updates, complete the following steps to make sure the view meets all requirements. See also Set up Roles and Measures for Planning. For more detailed information about view planning requirements, see Planning Requirements Checklist.    

1.   Set the Planning property to Yes.

2.   Set the Time Range property to No and Drilldown View property to None.

3.   Add regular measure items that are planning enabled for the intended users and set up the required planning properties for each regular measure item. If you already added the measure items, skip to the last bulleted item in this step.

4.   Add hierarchies that are applicable to the measures that users will be updating.

5.   Add time hierarchies into the view.

6.   Click OK in the Apply Changes window.

7.   Save the view.