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Using plan files, you can develop planning data for your responsibility areas and save that data to the database.
Example data flow for planning data
Each plan file is created as a copy of an assigned template. Once the plan file is created, it is populated with data and calculations that are unique to the particular plan code. Depending on the design of the plan file, you can then perform activities such as inputting data, adding comments, and inserting new rows as needed. When you save, data from the plan file is saved to the appropriate tables in the database, where the data can then be used in reports.
Plan files are associated with a file group, which is a set of files supporting a specific planning effort. You may have access to multiple file groups.
Your organization may use file groups to manage multiple planning processes (for example, a "Budget" file group and a "Forecast" file group), and/or each file group may represent a specific planning cycle (for example, the "2019 Budget" file group). If you have any questions regarding the purpose of each file group, please contact your system administrator.
Typically, there is a plan file for each plan code within the designated planning dimension for the file group. For example, budgets are typically done at a department level, but forecasts are often done at a divisional or regional level. The Budget file group would have a plan file for each department, and the Forecast file group would have a plan file for each division. However, planning can be performed at any level.
Plan file structure
Plan files may be spreadsheet-based or browser-based:
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Spreadsheet-based plan files are Microsoft Excel spreadsheets that are managed and enhanced by Axiom Software. You can use spreadsheet features within the plan file, within the limits of the sheet protections applied to the plan file. Plan files can have multiple sheets. For example, a plan file might have an Instructions sheet, a Budget sheet, and a Payroll sheet.
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Browser-based plan files are interactive web pages designed to meet a particular planning need. You can access these plan files within the Axiom Windows Client or within your web browser (the Web Client). These plan files are typically organized into multiple tabs, so that you can move between different areas of the plan file by clicking the tabs. Browser-based plan files are created by using a special type of Axiom file called an Axiom formWeb-enabled forms that can be used to present data and collect user input. Axiom forms can be used in any Axiom client, including the Web Client to support mobile and thin-client, multi-platform deployment. Axiom forms are created by using Axiom files and making them form-enabled..
Plan files are designed to meet your organization's particular planning needs, and vary from system to system. If you have any questions about the contents of a plan file, contact your system administrator.
For the most part, the information in this
Calc method libraries
Each sheet in your plan file may have access to a calc method library. Calc method libraries contain sets of predefined rows that define the formatting and calculations for rows in your plan. You can use these calc method libraries to insert new rows into your plan, or to change the calculations used on existing rows of your plan.
Plan file access
You have been granted rights to access certain file groups and certain plan files within those file groups. You can open those plan files according to the level of access you have been assigned in Security (for example, read-only or read/write).
Plan files can also be part of a plan file process
