Entering data

The workbook for each planning step has a Data Entry tab, which displays the primary data entry page for the planning step. Accounts form the row headings and dates form the column headings. Additional columns can be displayed if the Show Analysis report function is activated in the configuration area of the planning step.

Non-writable cells have gray background. Writable cells have white background.

You can add comments to writable cells.

Planning steps can be configured within the workflow so that commenting each data entry is mandatory. If mandatory commenting is enabled, the Commentary cell is highlighted with a red border. You cannot submit a plan if mandatory commenting is enabled but not all entries are commented.

If a cell is writable and the current cell value was specified in the planning step, the value is shown in blue, italic font. You can add comments and delete manual adjustments.

To view the history of existing comments, right click the cell and select Overview of changes. Depending on your role, you can view comments of other users.