Viewing Notes plansheet

The planning engine context is determined by the planning engine cycle (if applicable) and the planning engine in which the Plansheet is being displayed. The parameter context is applicable only when viewed within a multi-panel and when the Resource, Property, or Period parameter is passed to the plansheet. The in-line grid filtering is populated with all the relevant context values and can be modified by the user.

You can access Notes plansheet only if these conditions are met:

• A planning engine is available and you have permission to access.
• A Notes plansheet is defined and must be accessible to you and the Planning Engine.

The Notes plansheet contains a Summary section, the Details and Context tabs. The Summary section lists the summarized version of the Note details.

This information is displayed for each Note in the Summary section:

• Note Summary
• Priority
• Note Type
• Date

The data in the Summary section is displayed in descending order by date. The first row is selected by default. You can swap from summary view to filter grid view using the Filter Grid View option on the toolbar.

The Details tab displays the detail information related to the Note selected in the Summary section. This information is displayed in the Details tab:

Summary

A summary of the note.

Priority

The priority assigned to the note.

Date

The date on which the note is created.

Note Type

The type of the note.

User

The name of the user who created the note.

Details

The details of the note.

Preview

A thumbnail of the screen capture, with the Preview option, enabling you to expand the screen capture for a better view.

The Context tab displays the context in which the selected note is created. The Context tab replaces the Details tab when you select the Context tab. This information is displayed in the Context tab:

Planning Engine Definition

The planning engine definition in which the note is created.

Note: If specified, the display name of the Planning Engine Definition is considered.

Planning Engine Cycle

The Planning Engine Cycle for which the note is created.

Note: If specified, the display name of the Planning Engine Cycle is considered.

Planning Engine

The Planning Engine for which the note is created.

Note: If specified, the display name of the Planning Engine is considered.

Plansheet

The plansheet for which the note is created.

Note: If specified, the display name of the Plansheet is considered.

Class

The class to which the resource belongs (if applicable) for the created note.

• This value is not specified if the resource type is set to Query.
• The class name and description are displayed as specified in the User settings for resource attribute.

Resource

The resource for which the note is created, if applicable.

Note: The Resource name and description are displayed as specified in the User settings for the resource attribute. For example, resource (resource description).

Period

The period for which the note is created, if applicable.

Note: 

• The period date and description are displayed as specified in the User settings for the period attribute. For example, resource (resource description). For example, Description.
• The period is displayed as N/A if the period is the sum of multiple periods.
• The period is displayed as Default if the period is the default values (*).

Property

The property for which the note is created, if applicable.

Note: 

• The property name and translated description are displayed as specified in the User settings for the property attribute. For example, Property (Property description).
• The count_x properties are displayed as Count.

You can use the Filter by Context option to switch the notes that are visible based on the passed parameter context with a list that displays all notes within the planning engine regardless of context. A context (resource, property, period) is considered Null if the context is not passed to the plansheet. Therefore, all notes for the planning engine are displayed regardless of the Filter by Context option setting.

The data in the Notes panel is refreshed whenever the option is set to On or Off. By default, this option is set to On.

If this option is set to On:

• The grid filter is cleared and populated with planning engine context (Planning Engine Cycle and Planning Engine) and passed parameter context (Resource, Property, and Period).
  Note: If context is not passed, the context is considered as all periods, properties, and resources.
• The plansheet is refreshed based on the new filter grid values.
• The notes are displayed in descending order by date.

If this option is set to Off:

• The grid filter is cleared and populated with the planning engine context (Planning Engine Cycle and Planning Engine).
• The plansheet is refreshed and displays all planning engine notes that are associated with the planning engine. The passed parameter is not considered.
• The notes are displayed in descending order by date.

The plansheet contains a toolbar that allows you to use these options:

• Delete: To delete the selected note.
  Note: 

  • This option is only displayed when you have the Notes - Delete (Planning Engine) permission.
  • You cannot delete notes using mobile.
  • This option is enabled when at least one note is selected.
• Filter Grid: To replace the Summary view with a Filter Grid view. A scroll bar is used to display the hidden columns when all columns are not visible on the screen. You can perform these actions in the Filter Grid view:
  • The Details and the Context tabs information can be hidden using the Hide Detail option.
    Note: his option is available only when you select the Filter Grid view.
  • The details of the selected note can be displayed using the Show Details option.
    Note: This option is available only when you select the Hide Detail option.
  • The Summary section is displayed using the Summary View option.
    Note: When switching to the Summary view, filtering and sorting that is applied to the grid are maintained.
  • The information is displayed in descending order by date. The sort order can be modified by clicking on the related header.
  • The rows can be filtered using these standard filter options:
    • The passed parameters and the planning engine context fields are populated in the inline grid filter.
    • The Priority and Note types can be filtered using a multi-select list.
    • Filtering on Resource, Property, and Period displays only notes created for that value. A note without a context (Resource, Period, Property) is not considered.
    • The context-filtered fields (such as Resource, Property, Period) can be modified to deviate from the original context.

• Refresh: To reset the plansheet data. These changes happen when you click the Refresh option:
  • Previously applied sorting and filtering actions are not considered.
  • The original context of the plansheet is applied. For example, the listed notes are based on the planning engine and the passed parameters.
  • The default Summary view with the details is displayed.
  • The first record in the Summary view is selected and the details are displayed accordingly.

• Find out more: To display the additional information related to plansheet content.
  Note: This is different from the online help which is specific to using and accessing all plansheets.
• Expand to Fit Pane: To expand the current plansheet panel to fit the full display area of the browser, which enables you to view additional columns or rows of the table, if applicable.