Contents of the Manage Planners Screen

Use the fields and options to configure the Manage Planners screen.

Table Window

Field	Description
Planner ID	Enter the ID you want to assign to the planner. This ID can have up to 12 alphanumeric characters and cannot begin with a space character.
Employee	Enter, or use to select, the employee ID of the planner. You can assign an employee to more than one planner ID.
Name	This field displays the name of the employee.
Organization	Enter, or use to select, the organization ID associated to this planner.
Org Abbrev	Enter, or use to select, the abbreviation of the organization associated to this planner. If you entered an ID in the Organization field, its abbreviation displays.
User	Enter, or use to select, the Costpoint user ID of the planner.
Active	Select this check box if planner is currently active.

Subtasks

Subtask	Description
Selected Inventory Projects	Click this link to assign a planner to specific inventory projects.
Selected Netting Groups	Click this link to assign a planner to specific netting groups.
Selected Commodities	Click this link to assign a planner to specific commodities.