Plan Fields

Here is a description of the fields that Extended Planning and Analysis adds to the Plan object.

* – Mandatory field

Plan Fields
Fields   Description
Current Version   The version that relates to the plan version and is used in the plan.
Data Source   The Extended Planning and Analysis data source which this plan is related to.
Data Source Description   The information about the data source.
Description   The description of the plan.
Dimension 1 - 12   The first to the twelfth dimension that is used in this plan. The Dimension 1 field is mandatory.
Locking Job   For Certinia internal use only.
Measure 1 - 6   The first to the sixth measure that is used in this plan. The Measure 1 field is mandatory.
Plan Name * The name of the plan.

Quick Actions and Buttons

The Quick Actions and Buttons are displayed on the Plan Lines page.

Plan Buttons

Buttons/

Icons

 Name Description
Search Plans Enter the plan name in the Search Plan field and select it from the drop-down list.
Undo Undo an action on the Plan Lines tabs toolbar.
Redo Redo an action on the Plan Lines tabs toolbar.
Add Row
  • Adds rows and columns to the Dimensions.
  • Adds measures to the Measures.
Delete Row
  • Deletes rows and columns from the Dimensions table.
  • Deletes measures from the Measures table.
New Row   Adds rows to the Dimensions.
New   Creates a new plan.
Save   Saves the plan with dimensions and measures record.
Delete Plan   Allows you to delete a plan.