Use  DP schedules

Detailed planning schedules are used to add, edit, or delete detailed planning resources. In appearance schedules are similar to templates but are more structured: the rows always represent the Detailed Planning Object (DPO); for example, employees. Provided you have the necessary permissions, you can open a schedule from Document Explorer or from within a workflow task.

Administrators create schedules in Detailed Planning Manager.

Open a schedule

You can open a schedule in the following ways:

• In Document Explorer, locate and click the schedule file.
• In My Tasks, click a workflow task that uses the schedule.

  Note:  Detailed Planning schedules are unavailable when the Detailed Planning model is offline.

Edit a schedule

If your user account has the appropriate permissions for the schedule, you are able to make changes to the data.

Save your work at any time

• Click  Save.

Change the member selection in a cell

• Click .

  Selector opens.

Add a DPO

1. Click in the last row (its header contains an asterisk (*)) and type or paste data.

   (If the schedule is missing any of the DPO's required fields, a dialog opens.)

2. Add the required data.
3. Click OK.

Edit the attributes of a DPO

Select the row, then select  Edit >  Edit Detailed Planning Object Member.

Delete one or more DPOs

1. Select each row.
2. Select  Edit >  Delete Row(s).

Paste clipboard data

1. Copy data from Excel or another application.
2. Select the target cell or contiguous cells.
3. Press Ctrl + V.

How pasting works

• If you select the entire row, the data is pasted starting with the ID column; however, pasting also starts from whatever column you select.
• Columns that do not receive data automatically fill with their default value.
• Columns that didn't receive valid data are outlined in red and contain an asterisk.

• If the clipboard contains multiple rows, all are pasted.

    Tip:  If you need to add many rows, consider using the DP Import process.

Use calculations

Fill input calculation columns

1. Select the cell(s).
2. Select  Edit >  Fill Down or  Fill Right.

Fill attribute and calculation parameter columns

1. Select the cell.
2. Select  Edit >  Fill Down.

Expand or collapse calculation columns

• In the column header, click  to expand the time period columns that make up the calculated column.

• Click  to collapse the columns.

    Note:  Collapsed columns are excluded from calculations.

• Alternatively, select  Actions >  Expand or  Collapse to achieve the same result.

Run calculations

Calculations are run for DPOs that are new, that have been edited, or where either the row or a cell is selected.

• Select  Actions >  Calculate.

Get dynamic calculations

• Select a range of numeric cells in one or more columns; the status bar shows the average, count, and sum for the selection:

  

    Note:

  • Sum and Count ignore any collapsed columns in the selection.
  • Sum and Average are no longer rounded (previously they were rounded to three decimal places).

Update the financial model

If a financial model is attached to the detailed plan model, you can update the financial model with any changes made to the schedule.

• Select  Actions >  Update.

Open reviewing template(s)

• If the schedule has an attached template, you can select  Actions >  Template template name.

Manage columns

Hide one or more columns

1. Select one or more column headers.
2. select  Actions >  Hide.

Show a hidden column

1. Select headers of the adjacent columns.
2. Select  Actions >  Unhide.

Show all hidden columns

• Select  Actions >  Unhide All.

Sort the schedule on a column

1. In the column header, click  >  Sort.
2. Select Ascending or Descending.

3. Click Apply.

     Note:  You can only sort on one column at a time.

Filter data

Filter the schedule on a column using values from the column

1. In the column header, click  >  Filter, select Unique Column Filter.
2. Select one or more values from the list.

3. Click Apply.

     Note:  The list of values derives from the contents of the column; if there are more than 75 unique values available, this filter option is disabled.

Filter the schedule on a column using text you type

1. In the column header, click  >  Filter, and select Text Filter.
2. Type up to 50 characters.
3. Click Apply.

Filter the schedule on a numeric column using a condition

1. In the column header, click  >  Filter, and select Text Filter.
2. Click  and select an operator (=, >, or <).
3. Type the value.
4. Click Apply.

Filter the schedule on multiple columns

• You can filter on more than one column, and the effect is cumulative.

Turn off all sort and filter settings

• In the toolbar, click  Reset.

Save as PDF or Excel

Optionally, you can save the schedule as a PDF or Excel file.

• Select  File > Download Excel or  PDF.

    Note:  When downloading to Excel, filtered rows and unexpanded calculation columns are excluded.