Template editor

After you have defined the type of system you are using, you use the Planning Tool Report Template Editor to set up all the required information. Different parts of the report template are set up by using the tabs at the top of the editor. You should review all parts of the template before you close the template editor. Although it is possible to use the Template Editor tabs in any order, they are

normally completed in the same sequence as described in this section.

Any changes you make in the tabs are recorded but are not added to the template until you click the OK button.

• Live preview

• Edit planning templates

• Template information