Preview a form instance in an assignment in Planning Business Modeler

To preview a form that you are scheduling for an assignment you must use PerformancePoint Add-in for Excel.

Preview an assignment form

  1. Log on to the computer that is running PerformancePoint Planning Server as an administrator.

  2. Open PerformancePoint Planning Business Modeler and connect to the computer that is running Planning Business Modeler.

  3. Click Process Management in the Workspace Browser.

  4. Select Assignments in the View drop-down box.

  5. Highlight the assignment of your choice and note the name of the form in the Name column.

  6. Open PerformancePoint Add-in for Excel and connect to the computer that is running Planning Server.

  7. On the PerformancePoint Add-in for Excel menu, point to Reports, and then click Open.

  8. In the Choose Application dialog box, select the application that you want and click OK.

  9. In the Open dialog box, select the form noted in step 5 and click Open.

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