Enhancing Planning Workbooks
You can enhance the delivered Analysis Office Excel Workbooks
to include additional queries or create your own planning workbooks using new queries. While you do this, ensure that you use the following filter variables if you use the corresponding characteristics in your queries. This is necessary for the proper functioning of Project Cost and Revenue Planning
.
Characteristic | Description | Filter Variable | Comment |
|---|---|---|---|
/CPD/FPOID | Financial Plan Object ID |
| Necessary in queries for all planning workbooks |
/CPD/FVER | Version |
| Necessary in queries for all planning and forecasting workbooks |
/CPD/FVER | Version |
| Necessary in queries that are used to launch workbooks for reporting; for example, Version Comparison workbook. |
/CPD/FPID | Structure Element |
| Necessary in queries for all planning and forecasting workbooks |
0CALMONTH | Cal. year / month |
| Necessary to indicate months in all queries for planning workbooks |
0CALDAY | Calendar day |
| Necessary in all queries for planning workbooks |
0CALWEEK | Calendar Year/Week |
| Necessary in all queries for planning workbooks |
0CALMONTH | Cal. year / month |
| Necessary to indicate the forecast period in all queries for forecasting workbooks |
For information about saving a workbook after you have enhanced it, see Saving Changes to Planning Workbooks.