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Budget Planning and Management - Delphi Planning - Navigating in Planning

This article explains the planning tools in Delphi.

This article explains the planning tools in Delphi.

Planning provides tools for selecting tasks and documents:

  • Planning menus
  • Planning toolbar

Planning Menus

Access to menu commands are assigned based on user profiles.

File Menu

The following table describes the commands under the file menu:

 New  Create a new document, workspace pages, or personal pages
 Open  Open a new document, application, or URL
 Close  Close current, others, or all
 Save  Save data input to data forms
 Print  Print the current data form displayed
 Preferences  Set various preferences
 Log Off  Log off planning
 Exit  Exit Workspace

Edit Menu

The following edit options are available when using a data form:

 Adjust  Increase or decrease a data value by a percentage
 Grid Spread  Spread data values across multiple dimensions on the data grid. Choose from allocation options: proportional, evenly split, and fill
 Mass Allocate  Allocate data values across multiple dimensions. Choose from allocation options: proportional, evenly split, and fill
 Copy, Cut Paste  Cut, copy, or paste data from one or more cells into other cells
 Comment  Add comments to a specific cell or range of cells in a web form
 Lock/Unlock Cells  Lock cells to ignore when spreading data
 Supporting Detail  Add detail to aggregate the cell value in a data form
 Annotate Planning Unit  Add comments to a planning unit

View Menu

 Edit Account Annotations  Enter, edit, or view comments for a specific account, entity, scenario, and version combination
 Currency  Look up a currency code
 Refresh  Refresh the current view to reflect what is stored in the database
 View Masthead  Hide or show the Planning masthead
 View Page  Hide or show the View Pane

Tools Menu

 Change Password  Change your Planning password
 Install  Install Smart View
 Business Rules  Access and run business rules
 Job Console  Review Planning background jobs in progress
 Ad Hoc Create ad hoc grids

Planning Toolbar




Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Executive, workspace   Doc ID:28594
Owner:Levita G.Group:University of Chicago
Created:2013-02-12 12:29 CDTUpdated:2017-03-07 08:29 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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