Plan Interface
Last updated
Last updated
The Plan tab consists of 3 sections - Action Menu bar at the top, data table grid and the bottom pane.
Allocation features available on the data grid and driver-based planning have been explained in the previous sections. Let's now explore the Action menu bar and the bottom pane which has additional options to fine-tune your plan series.
Switch between standard planning and driver-based planning using this menu option.
Allocation features used for a standard plan as well as the driver based planning have been explained in the previous sections.
Click on any cell, row, or column that you want to lock. Then click the Lock option in the menu bar. Locked cells do not get affected by any of the allocation methods.
In this example, US node is locked which is indicated by its graying out and lock symbol. US node and all its children would be unaffected by any allocations that would be done in the future.
To unlock, simply click on the locked cells and select Unlock.
You can also lock or unlock by clicking the lock icon in the action column as highlighted in the below image.
It is used for changing the scale and to increase or decrease decimals for nodes whose Scale property is set as User selected.
Reset is used to undo the last change made. Click Reset and a confirmation to revoke the last made change appears which you can confirm or cancel.
Use the drop-down arrow next to it to click Reset All which clears all the performed changes and resets to the initial state of the plan series.
It preserves a log of all the changes made to the table along with the date and time of change.
Click Logs to open the logs. You can search, view, select and highlight, or delete the specific changes in the log. Click on Clear Logs to clear all the logs.
Select any cell and click Notes to add new notes. After adding a note, click Save to save it.
Cells with added notes are distinguished from other cells by a triangular mark at the top right corner as shown below. On hovering your mouse over the cell, you can view, edit or delete the notes.
To view all the added notes at once, click the Show All Notes option from the Notes menu.
Here, you can search, edit, or delete the added notes.
In case of any changes to the input data, Refresh Data can be used to update the plan report as that of the source data. On refresh, the plan gets updated and the allocation performed on the plan gets re-applied to the recent data.
On clicking Refresh Data, a confirmation pop-up appears.
Click Confirm to re-run the calculations on the recent data.
Click on this option to update the closed period. This option lets the user update the actuals, close the current period and update the active/open periods.
Search for any node on the model by clicking the Search bar. After clicking, enter the text using which you want to search the nodes. The search result nodes are highlighted and the results dropdown displays the results which navigates to the highlighted nodes.
Disable All can be used to toggle between the states of filter and no filter. Clear All will delete all the applied filters.
You can auto-size the tabular columns to fit the visual window size for a better view by clicking on the Auto Fit icon.
It has options to hide/unhide the Actions column as well as hidden nodes.
It shows the formula or the number contained in the selected cell.
Some of the frequently used actions like viewing node properties, log, node preview, lock/unlock, edit node, add and delete node options are available in this column beside each node that pops up when you hover your mouse over it.
It contains the information about the total number of nodes, last applied change, tab container with all the plan series tabs and + (Add New Series) icon to add new plan series.
It is used to perform as explained in the previous sections.
This is explained under .
You can distribute total value to periods and/or dependencies equally/ by weights. Check to know more.
Goal Seek is already explained in the section: .
Export the plan series to Excel using this option .
The Filter icon can be used to perform a condition-based search on the model. Multiple filter criteria can be provided by the user to perform advanced searches across different node properties. To add multiple criteria, click the Add Filter option and choose between AND or OR conditions.
