Planning toolbar Planning Menus Open Application View Pane
Lesson 2 Navigating Workspace File Menu
The following table describes the commands under the File menu:
Edit Menu
The following table describes the commands under the Edit menu:
New Add a new document, data form, alias table, dimension member, report, task list, or user variable
Open Open a new document, application, or URL
Close Close current, others, or all
Save Save data inputted to data forms
Print Print the current screen
Workflow Manage the Planning process or copy versions
Spreadsheet Export Export a data form to a spreadsheet
Preferences Set general, authentication, explore, Web Analysis, Financial Reporting, Interactive Reporting, or Production Reporting preferences
Log Off Log off Planning
Exit Exit Workspace
Adjust Increase or decrease data values by a percentage
Grid Spread Spread data values across multiple dimensions on the grid Choose from allocation options: proportional, 4-4-5, evenly split
Mass Allocate Allocate data values across multiple dimensions
Choose from allocation options: proportional and relational spread, fill, 4-4-5, evenly split
After the calculation executes, refresh the grid to see the result of the mass allocation
Allocate data beyond what is displayed on data forms
Cut, Copy, Paste Cut, Copy, or Paste data from one or more cells into one or more cells
Add Row Add rows to a data form on-the-fly, only available if the data form was defined to allow rows to be added dynamically
Module 1 Getting Started
Lesson 2 Navigating Workspace
Planning: Create and Manage Applications 2-13
View Menu
The following table describes the commands under the View menu:
Administration Menu
The following table describes the commands under the Administration menu:
Annotate Planning Unit Add comments to a planning unit; the comment can be plain text, a URL, or paths to servers
Cell Text Add comments to a specific cell at any level in a data form
Supporting Detail Add detail that will aggregate the cell value in a data form
Initialize Workforce Load predefined dimensions and members, data forms, smart lists, member formulas, business rules, and menus to prepare plans for workforce resources. Members, forms and business rules can be customized.
Initialize Capex Load predefined dimensions and members, data forms, smart lists, member formulas, business rules, and menus to prepare plans for capital expenditures. Members, forms and business rules can be customized.
View Pane Hide or show the View Pane
Refresh Refresh the current view to reflect what is stored in the database
Instructions View instructions for a data form, available only if the data form includes instructions
Currency Look up a currency code
View Account Annotations Edit Account Annotations
Enter, edit, or view comments for a specific account, entity, scenario, and version combination
Basic Mode Toggle the view for tasks between Basic Mode and Advanced Mode
Task List View task lists to which you have access
Manage Data Forms Create, edit, move, delete, and assign access to data forms
Manage Task Lists Create, edit, move, delete, and assign access to task lists
Manage Menus Create and edit menus
Manage User Variables Set up variables that are assigned to data forms by specifying the variable’s value
Lesson 2 Navigating Workspace
Favorites Menu
You use the Favorites menu to select which favorites to show on the favorites menu. Tools Menu
The following table describes the commands under the Tools menu:
Manage Properties
Dimensions Set and change access for dimensions, such as account, entity, scenario, version, and user-defined custom dimensions
Copy Data Copy data, including supporting details, from one planning unit to another
Reporting Print data form definitions, user and group report lists, access assignments for dimensions, and planning unit annotations and process status lists and activate application auditing
View Statistics View information about the Planning application and its usage
Application Settings Set Planning application-wide preferences
Create Application Create Classic applications
Delete Application Delete Classic applications
Register Application Register Classic applications with Shared Services
Copy Document Link Link tasks in task lists to application pages
Manage Models Manage metadata modules by performing version tracking, maintaining access control, and renaming and deleting models
Data Load
Administration Use the Data Load Administration page to set up the data to load directly into an Analytic Services database through Planning Adapter
Manage Database Create and refresh Analytic Services databases with changes made to relational databases, such as with exchange rates updates
Manage Currency
Conversion Create currency conversion calculation scripts
Manage Exchange Rates Create and set up exchange rate tables and exchange rates and delete exchange rate tables
Manage Security Filters Create security filters for users
Personalize Show subscribed items and manage personal pages
Module 1 Getting Started
Lesson 2 Navigating Workspace
Planning: Create and Manage Applications 2-15
Help Menu
You can access help on the currently selected task or document. Planning Toolbar
The toolbar buttons open dialog boxes that you can use to manage documents, task lists, and favorites and provide shortcuts to planning tasks.
The following table describes the buttons on the toolbar:
Install Install Interactive Reporting Web Client and Smart View
Business Rules Launch business rules
Broadcast Message Create and send broadcast messages
Button Purpose Description
New Document • Create Workspace document • Collect Reports in a book • Batch Reports for Scheduling Open Document Open Workspace documents
Home Workspace startup page
Explore Display Workspace Folders in View Pane
Save Save data input on data forms
Refresh Refresh the data form with data stored in the database
Print Print the current screen
Adjust Increase or decrease values by a percentage Grid Spread Spread data across dimensions on the data form
Lesson 2 Navigating Workspace
Mass Allocate Run a Mass Allocate calculation
Cut, Copy, Paste Cut, Copy, or Paste values from one or more cells to one or more other cells on data forms
Cell Text Add comments to a specific cell at any level in data forms Supporting Detail Add detail that aggregates the cell value in data forms Spreadsheet Export Export data forms to a spreadsheet
Task List Open task lists if task lists have been assigned to you Status Check task lists status
Logoff Log off the application
Help Access help for the currently selected task or document Maximize content
pane (on far right of navigation path)
Maximize or restore the content pane.
Module 1 Getting Started
Lesson 2 Navigating Workspace
Planning: Create and Manage Applications 2-17