CONFIGURATION

Creating a heading

Important

To create a heading you must be the only user logged into the planner, unless it is an Operation, Control column or Events Values heading.

To create a heading, go to the General Settings pane:

  • Right-click on the name of the chosen dimension > Create heading > choose type,

  • or Right-click on the name of the chosen form > Create heading > choose type.

The characteristics of a heading vary depending on its type.

Caution

The maximum number of headings that can be created for each planner is 1,000.

Duplicating a heading

You can also Duplicate an existing heading.

To do so, Right-click on the heading to duplicate > Duplicate.

The new heading is then created with the name of duplicated heading suffixed with - copy.

Modifying a heading

To modify a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the General Settings pane.

The corresponding part is then enabled:

Now modify the characteristics (see Creating a heading), then Validate by clicking on the Validate button.

If you do not want the modification to take effect, you must click on the Redo button.

Converting a heading’s type

You cannot convert types of headings in the heading configuration window.

To convert a heading from one type to another, right-click on the heading > Convert.

The only changes allowed are:

From

 

To

Text

Multi-lines

Text

Unique choice list

Text

Multiple choice list

Unique choice list

Multiple choice list

This takes the values existing in the database.

Deleting a heading.

To delete a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To delete a heading to to the General Settings pane.

You must right-click on the heading > Delete.

A confirmation message is displayed:

Click:

  • on the Yes button to confirm this deletion,

  • or on the No button to Cancel deletion.

You can delete several headings simultaneously by selecting multiple headings using the Ctrl or Shift key.

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