Creating My Organizations Planning Templates
Controlling how data is displayed in the Budget Grid
- Highlighting Columns in Activities Grid
- Managing Usage of Forecast Status Tags
- Managing Entry of Data
- Deleting Columns and Fields
- Managing Formulas for Calculations
- Managing Lists
- Editing Columns and Fields
- Creating Columns and Fields
- Entering and Displaying Data
- Importing Exchange Rate Overrides
- Adjusting Views for Users
- Setting Exchange Rate Overrides
- Unlocking Plan Columns
- Custom Settings for Specific Sub-folder
- Column Locating Mapping
- How to Edit a Dependency
- Editing Calculated Columns
- Adding/Removing Columns in Custom Settings
- Editing a Scheduled Import
- Renaming Button Labels Preferences
- Tailoring Metrics from Performance Insights Cards
- Deleting Metrics
- Deleting Targets
- Adding Notes to the Hierarchy
- Customizing the Workflow Form (Selecting Attributes for Quick Entry)
- Deleting Dependencies
- Creating Dependencies
- Adding Help Text
- Differentiating between Master Settings and Custom Settings
- Adding/Removing Columns from the Activity Plan