Folders

The Folders tab displays a Home page that lets you quickly create and view folders. Using standard or custom list views, you can also sort and filter your folders. In addition, it enables you to view and edit detailed information on each folder.

Clicking the Folders tab displays the Folders Home page, where you can view a list of folders matching specific criteria and perform actions such as creating and deleting folders.

  • To view a specific list of records, click and select the relevant list view. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • To manage your list view, click . Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • To view a record's details, click its name in the list.
  • You can edit some values directly from the list view. To edit a value, hover over the field until is displayed, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using ClassicClosed Double-click the field, edit its value, then click Save.

What are Folders?

Folders are directories for grouping Planning answers, mapping rules for balances, and others. The grouping of records can have any structure or depth. To create or change folders, use the Folders tab.

By default, Planning provides four different types of folders:

  • Balance Rule
  • Calculation Rule
  • Mapping Rule
  • Report

You can include one folder in another folder of the same type. To do this, specify the parent folder in the Folder lookup. Once you create a folder of a certain type, it is listed in the corresponding records.