Specifying data

Data entry views for CPM Workstation users are available for applications that use the Approval process to track submitted data.

To specify data:

  1. If the view has dimensions whose members you need to select, one or more dimension buttons typically display above the grid. Your administrator specifies the default value selected for the view and can limit the members you can access. If you need a different member, double-click the dimension member cell and select a member from the Member Selection dialog box. Unit or custom hierarchical lists can contain leaf or consolidated members. Click OK when finished.
  2. Review the data. Workbooks can contain more than one view for data entry. These views can be located on different sheets in the workbook.
  3. Specify the data. You can specify Excel formulas into any type of cell. Any formula value saved or submitted from a writeback-enabled cell is written to the database as a value. Any formula value saved or submitted from another type of cell (such as formula or header) is not written to the database. In either case, the cell value derived from the formula is preserved on your worksheet. You can also add rows or columns based on formulas.
  4. When finished with a unit, click Save Data on the CPM Views toolbar to save your data to the database. If you are not ready to submit your data, you can save your data locally. If your workbook has multiple worksheets with data entry views, you can submit data from more than one worksheet. Some applications provide a single-scripted button to do this. If your application does not include this, use Save Data on each worksheet.
  5. (CPM Only) If required for your application, run the Local Consolidation command.
  6. (CPM Only) Review your data to see the local consolidation results, and update and save changes, if necessary.