Configure plan file planning questions

The Planning Questions driver allows you define the questions for the plan files Plan worksheet. You configure two types of questions:

  • Global – These are questions in the Default Planning Questions list. These questions apply to all plan files and are used unless a plan file has a configured exception.
  • Exception Questions: [RF Plan Group] – These questions apply to one or more specific RF Plan Groups.

To manage Planning Questions:

  1. In the RF Admin task pane, under Setup, double-click Drivers.

  2. If needed, change the selected scenario.

  3. In the Drivers utility, select the Planning Questions tab.

  4. In the Default Planning Questions column, type the desired questions into the blue cells.

  5. To add questions, click + Insert New Planning Questions Exception.

  6. In the Calc Method Variables dialog, from the RF Plan Group drop-down, select the plan group, and then click Apply.

    NOTE: Only RFPlanGroups to which you have access are displayed as options.

  7. In the Exception Questions fields, type the questions.
  8. To delete questions, do any of the following:

    • To delete a block of ten Exception Questions, click the trash icon () at the top of the list. The questions are deleted after you click Save.

      NOTE: You cannot delete any of the default planning questions.

    • To delete an individual Default or Exception question, clear the content in the question field.
  9. Click Save, and then, in the confirmation dialog, click OK.