Creating My Organizations Planning Templates
Controlling how data is displayed in the Budget Grid
- 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 Budget Grid
- 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
- Drill Down Currencies
- Updating Drop Down Lists