Loading the Planning Manager is part of setting it up. In this step, you will be loading the manager into the area where it should reside—the Company Workspace, a shell, or a standard project.
When you load the Planning Manager, you also load the permission infrastructure and the ability to grant permissions for the manager.
To load the Planning Manager
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, navigate to one of the following:
- To load the Planning Manager into the Company Workspace, click Company Workspace > Planning Manager in the left Navigator.
- To load the Planning Manager into a shell, open the shell or sub-shell into which you want to load the Planning Manager. Click Setup > Planning Manager in the left Navigator.
- Click New. The New Business Processes window opens, showing the Planning Managers that are available for loading.
- Select the planning manager you want to load and click OK. Unifier displays the manager in the right pane.