Plan sheet additional menu and toolbar options (PE)
These additional menu options are available from plan sheets:
- Import Interface Service: Run an import PE interface service directly in the current PE context.
- Export Interface Service: Run an export PE interface service directly in the current PE context.
- My Jobs: View the job manager on the current tab.
- My Events: View my events on the current tab.
- Audit log: View the audit log on the current tab.
These additional icons are available from the plan sheet panel toolbar:
- Export to Excel: Export the current plan sheet panel to Excel (download to client).
- Export to PDF: Export the current plan sheet panel to PDF (download to client).
Note: You are not required to do anything to enable this feature, however access to these
options is linked to these new permissions:
- Planning Engine – Import
- Planning Engine – Export
- Audit Log - View (Planning Engine)
- Planning Engine – Export PDF
- Planning Engine – Export XLS
These permissions are required to be added to appropriate roles. Audit Log - View (Planning Engine) is assigned to standard planning engine roles upon loading the base template (base.zip) for this release.