Manage Data workspace

Note: The interfaces and tools in this workspace are newly-developed for Planning Space Version 20. They provide equivalent and improved functionality compared with Dataflow version 16.5.

This workspace contains the following interfaces:

  • Documents and Bulk Utility (for viewing and editing of single documents, and documents in bulk operations)
  • Version Manager
  • Data Aggregator
  • Data Propagator

Access the workspace

The workspace is fully deployed as a web application and is accessed using the Planning Space Web site.

Click the Apps Grid menu button Bento button at the top left and select Dataflow.

Navigation

There are two buttons at the top-left corner to switch between MANAGE DATA  (for Documents and Version Manager) and CONFIGURATION  (for Data Aggregator and Data Propagator). The orange-marked one is the active interface.

Dataflow-selector-buttons

Note: the document types and hierarchy structures that you see in Dataflow will be customized to the requirements of your company's business operations, and these may differ from the illustrations in this user manual.