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System Administration
Creating My Organizations Planning Templates
Creating My Organizations Planning Templates
Controlling how data is displayed in the Budget Grid
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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
Understanding Column Types
Locking Plan Columns
Adding/Removing Items from the Details Panel
Making Data Entry Required
Adjusting Views for Users
Defining the Budget Currency & Default Exchange Rate
Selecting the Currency for Purchase Order / Actuals Imports
Multi Currency Within an Activity Plan
Updating Drop Down Lists