Collaboration: Context Menu Reference

Collaboration: Context Menu Reference

This article is part of the Collaboration series, split from the original Collaboration article.

Context Menu

Right-click in the table to access the context menu. Below is an example of right-clicking inside an editable cell. Right-clicking inside an un-editable cell will give less options. 




Copy

Select Copy to copy cell data to the clipboard. 

Override Report

Select Override Report to see a timeline of overrides made to the collaboration report. 





Daily Profile

After the Demand Plan is finalized, a planner can choose to apply the Daily Profile Pattern. This feature is only available for all editable planning demand type cells, and is available from the context menu.

This feature can only be applied at the Monthly (one month future) and Weekly (six weeks future) time buckets.



Add Comment

Select Add Comment to open the Comments drawer to add a comment to the collaboration report. 




Percent Adjustment

Select Percent Adjustment to apply a percentage override to the cell data value. 



Lock Cell

To lock a cell from being overridden, right-click that cell and select Lock Cell Value from Lock Cell. A snowflake icon will show on the cell to indicate it is frozen and cannot be overridden with a new value.








Users can lock the cells in the detailed grid and any overrides on the aggregate level will not have any override on locked cells.


Export

Export collaboration data to CSV and Excel. 



Column Right-click menu

Right-click the column headers to launch the menu for Autosize This Column, Choose Columns, Autofit Columns, and Reset Columns.








Collaboration series