SECTIONSPlanning and Analysis Lightning Components Overview
Certinia provides Planning and Analysis custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Certinia Lightning components.
Planning and Analysis Lightning Components List
The table below provides a description of each component and where it can be added.
| Component Name | Description | Lightning Record Page | Lightning App Page | Lightning Home Page | Workspace | Utility Bar | Experience Cloud Sites | Released |
|---|---|---|---|---|---|---|---|---|
| Planning List View | Contains Planning and Analysis list view available from the Budget page. | Can't add to a record page | Yes | Yes on Planning Workspace | Summer 2022 |
Adding and Customizing Components to a Lightning Page
To add and customize a component to a Lightning page:
- From Setup, navigate to the Lightning App Builder.
- Navigate to the Lightning page that you want to add a component to.
- Click and drag a component to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component.
- Save and activate the Lightning page.
For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.