Administration – Settings – Planning Settings

This area allows you to configure the behaviour of certain areas in the system.

  • STEP 1: To do this, go to Planning & Metrics >Administration > Planning Settings.

Figure 1.1
Figure 1.2

Application Menu Tool Tip

Enter help text which will appear as a tool tip when users hover over the small downward arrow next to the CAMMS Swirl on the top left of every screen. Clicking this arrow opens a sliding panel which provides access to any other products activated for your organization.

Auto populate leading and trailing Action Target cells

Activating this setting will auto populate target cells before the Start Date with 0s and after the End Date with 100s.

Display Period based traffic lights in My Quick Update KPI

When ticked, displays the in-line traffic light for each KPI on the homepage based on the KPI period performance. If not ticked, it will always display YTD performance.

Display Individual Periods

Display past periods individually for separate configuration in the KPI Quick Update Settings section.

Document Management Link

Enter your document management system URL.

Document Management System Domain

Enter your document management system domain

Document Management System Password

Enter the password for your document management system

Document Management System User Name

Enter the user name for your document management system

Enable Account Data Delete Button

Activates a Delete button in the Financial Interface screen allowing users to delete imported accounts.

Important: Using this button will delete all imported accounts and mappings for the selected year so please activate and use with caution.

Enable Home Page Grid On Demand Load

Activating this will improve the loading speed of the My Quick Update page by only loading the individual sections after a user clicks the Plus icon. When this setting is inactive, each section is pre-loaded with the initial page load.

Hide Custom Hierarchy Auto Numbers

Custom hierarchies are auto numbered similar to the standard planning hierarchy i.e. 1, 1.1., 1.1.1 and so on. If you wish to attach actions as the final level in your custom hierarchy you may find it confusing if your action numbers and your custom hierarchy numbers do not align. In this situation, it is recommended that you switch off custom hierarchy auto numbering.

Hide Related Issues (SWOT)

Make Task Completion Date Mandatory

Render Navigation Pad As a List

Restrict Adding Actions In To Executive Reports

All users do not have access to the Executive Build area to create Executive reports and add Actions to them. When normal users go to the Action Quick > Executive tab, select a report and perform an Executive update, the comment gets added to the report regardless of whether the action was added to the report by an authorized person or not. Keep this setting ticked on to prevent the above. If you do not wish to restrict this behavior, you can leave it ticked off.


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Settings