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. |
Parent Topic:
Manage Planners
