Creating a Long Text for a Period 

The planning table comes with a function that allows you to store a long text relating to a particular period. For example, you might write a long text to explain the sudden increase or decrease of a key figure in a particular period.

Procedure

  1. Create a planning type and insert a line above the key figure lines.
  2. Define the attributes of this line as follows:
    3.

    Attribute

    Attribute value

    Line description

    Planned characteristic

    Ready for input status

    Text line

     

  3. Plan using this planning type. At the desired planning level, double-click on the new line in the period you want to annotate, or place your cursor in the period and choose Extras ® Long text: period.

    4. A text editor screen appears showing the current version and date on the first line.

  4. Enter a text.
  5. Choose Text ® Save.
  6. Before leaving the planning table, save your plan. Otherwise, the long text will not be saved.

Annotation icons are visible at any planning level and in any period for which you created a long text. To see the long text of a period, double-click on its icon.