Getting Started

Tasks

Additional Information

• Access to Planning

• Introduction to Planning

• Quick Start – Set up Planning Security

• Quick Start - Set up Measures for Planning

• Quick Start – Set up Views for Planning

Set Up Planning

• Set up Roles and Measures for Planning

• Set up Planning Enabled Views

Using Planning Views

• Cancel Planning Changes

• Enter Planning Changes into the Grid

• Use Copy/Paste to Make Planning Changes

• Submit Planning Changes for Processing

Examples

• Views Created for Planning Purposes

• Valid Cell Selections when Pasting Planning Values into Views

Windows

• Application Window

• Color Window

• Grid Pop-up Menus

• Grid Toolbar

• Measure List Window

• Measure Maintenance Window

• Properties Window for View

• Role Maintenance Window

• Select Format Window for Planning

• User Options Window

Advanced Concepts

• Characters and Values Considered Valid for Planning

• Customize Planning Formats for Your Individual Views

• Default Values for Planning Formats

• Edit Application Defaults for Planning Formats

• Impact of View and Browser Modifications on Pending Planning Updates

• Planning Requirements Checklist

• Treatment of Decimal Changes in Planning Changes

• Treatment of Planning Updates Made in Views

FAQ's

• Can Defaults for Planning Formats be Overridden?

• Why Can’t I see Planning Icons in Views?

• Why Can’t I Update Totals in Views?

• Why Can’t I Update Zero Values in Views?

• Why did Special Formatting for Planning Updates Disappear from the View?

• Why Does a Lock Icon Show Next to Measure Items in Planning Views?

• Why is a Message Displaying about Planning Updates being Lost?

• Why is a ‘Read Only’ Message Displaying?

• Why is a ‘Select an Area to Paste’ Message Displaying?

• Why is an ‘Information Cannot be Pasted’ Message Displaying?

• Why is an ‘Invalid Selection to Paste' Message Displaying?

• Why is an Update Checkbox Disabled for a Role's Category?

• Why isn’t there a Paste Option on the Grid Pop-up Menu?

• Why isn't there an Update Checkbox Available for a Role’s Category?

• Will my Pending Planning Changes Show up in Exported or Emailed Views?

• Will Other Users See my Planning Changes

Definitions

• Dimension

• Hierarchy

• Level

• Measure

• Regular Measure Item

• Role

• Time Hierarchy