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.