Add a planner widget to an app board

A new home for the Coupa Supply Chain documentation

Starting with Supply Chain 42, our documentation will be located on Coupa Compass. The help here will continue to be accessible for the foreseeable future, but will no longer be updated. If you need a Compass user account, contact your company’s Designated Support Contact (DSC).

You can access new and updated Supply Chain documentation in the following location on Compass:

https://compass.coupa.com/en-us/products/supply-chain-design-and-planning

Videos

Use the XY and Pie Chart widgets

Use the Grid widget

Use the Label, Icon, and Button widgets

Use the Map widget

Use the Pivot Grid and Pivot Chart widgets

Use the Placeholder, Panel, and Tab widgets

Add a planner widget to an app board

Drag and drop planner widgets onto app boards.

On the Navigation toolbar, select Layout Designer .
In the Layout Designer pane, in the Projects section, select an app board.
The app board opens.
In the Layout Designer pane, in the Planner Widgets section, drag and drop a widget onto a widget placeholder or an empty area of the app board.
The properties dialog box for the widget is displayed.
Specify the widget properties.
Click Save.

Last modified: Friday May 12, 2023

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