Planning Items are attached to Cost Formulas and used to record costs and recovery %. Planning Items are similar to non-inventory tracked Item Codes and examples may include things like: Labor, Overhead, Packaging, Raw Material, etc. They are used in the Inventory functional Area for Bill of Materials. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2023.11.30 and newer

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Delete	Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting.  WARNING: Records cannot be recovered once they are deleted!
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Favorites	Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.   Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
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