Planning Accessibility

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ORACLE® HYPERION PLANNING
Release 11.1.2.3

Accessibility Guide

CONTENTS IN BRIEF

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Enabling Accessibility for Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Recommended JAWS Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What to Expect in Screen Reader Mode in the Current Release . . . . . . . . . . . . . . . . . . . . . 3
Accessibility Information for Planning Release 11.1.2.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Keyboard Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Introduction
This guide describes the accessibility features of Oracle Hyperion Planning.
Oracle customers have access to electronic support through My Oracle Support. For
information, visit or visit if you are hearing impaired.
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Enabling Accessibility for Planning
Accessibility features in are on by default, and are always available.

Accessibility Features
Planning provides these accessibility features. For information about the recommended software
configuration, see the Oracle Hyperion Enterprise Performance Management System Certification
Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System
Configurations page on OTN (listed in the Oracle Business Intelligence product area): http://
www.oracle.com/technology/software/products/ias/files/fusion_certification.html
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Support for screen readers and magnifiers

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Keyboard navigation equivalents for all objects

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Alt+Z to skip navigation links and read the main content area. Note that Ctrl+F6 does not
read this area

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Alt and Title attributes for all objects, images, and page titles

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Support for expanding and collapsing trees using the Enter key and keyboard equivalents

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Data form access using keyboard equivalents

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Tab indexing, implemented from left to right on all pages

Recommended JAWS Settings
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Turn PC Cursor Mode ON when tabbing through read-only fields in a table.

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Turn PC Cursor Mode OFF when entering data in editable fields.

Note: With JAWS 14, there are issues when PC Cursor Mode is ON. In Internet Explorer 8,

pressing Tab, then a control enters and leaves the application. In Internet Explorer 9, all
actions and navigation apply as application control. To work around this in JAWS 14 with
Internet Explorer 8 and 9, turn PC Cursor Mode OFF.

2

Accessibility Guide

What to Expect in Screen Reader Mode in the Current
Release
l

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When working with forms to enter data, do not enable the Hide Selection checkbox. Doing
so may impact the ability of the screen reader to read the correct content.
To select any right-click menu option, you must first select the Show Selection checkbox and
then the appropriate item or business artifact in order to be able to select the right context.
In rule launch windows, select the corresponding radio buttons to invoke the member
selector for runtime prompts.
Use Ctr + Alt + Arrow keys to read the contents of both read-only and editable tables, such
as user variables, across all applications.
If, after you perform validations, cells contain errors, you must tab through each cell to
locate those with errors. Clicking error messages in the Data Validation Summary does not
place focus on the corresponding cell with errors.
If you launch a secondary dialog, such as the member selector, while in screen reader mode,
press ALT+Z to switch focus from the main dialog to the secondary dialog. You can then
tab to navigate the dialog.

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Use radio buttons and check boxes for selection.

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For information icons, click icons for additional information.

l

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No Popups; popups appear in a new page. When a popup such as a confirmation message
appears on save or rule launch, use the Down Arrow keys to read the message after the screen
reader announces the popup. Use the same process for informational popups.
No graphs or charts; everything is rendered in table format.

Accessibility Information for Planning Release
11.1.2.1
If you are using the Planning release 11.1.2.1 interface and features, refer to the Planning release
11.1.2.1 accessibility information in Oracle Hyperion Planning Administrator's Guide Release
11.1.2.1, Appendix D, "Accessibility Features."

Keyboard Equivalents
These sections list the Planning keyboard equivalents implemented for screen navigation,
menus, and tasks completed on pages and dialog boxes.
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“Access Keys for Left Pane Accordion Controls” on page 4 provides general access and
left pane navigation.
“Accelerator Keys” on page 5 contains the keyboard equivalents used throughout
Planning.
“Menus” on page 30 contains the keyboard equivalents for the Planning menus.
Accessibility Guide

3

l

“Tool Bar” on page 35 lists keyboard equivalent for the tool bar.

Note: Some options and movements within do not need an assigned hot key. In these cases, use

the Tab key for navigation.

Access Keys for Left Pane Accordion Controls
Table 1

General Access Keys

Keys

Action

Alt+M+Enter

Open the Forms accordion

Alt+L+Enter

Open the My Task Lists accordion

Alt+L+Enter

Open the Task Lists accordion

Alt+S+Enter

Open the Dimension accordion

Alt+B+Enter

Open the Business Rule Security accordion

Alt+R+Enter

Open the Preferences accordion

Table 2

Left Pane Navigation

Keys

Action

Alt + M

Focus on Forms Accordion

Alt + L

Focus on Task List Accordion or My Task List Accordion. For planners, Alt + L focuses on My Task List Accordion.
For administrators and Interactive users:
1. First, focus moves to Task Lists Management.
2. Pressing Alt + L again moves focus to My Task List accordion.

Alt + S

Focus on Dimension Editor accordion

Alt + B

Focus on Business rules security accordion

Alt + R

Focus on Preferences accordion

Alt + D

Focus on Decision Package Types accordion (for Internet Explorer 8, focus on any of the neighboring accordions,
and then tab to reach the Decision Package Types accordion)
Note: IE 8 non-administrative users must press Alt + L to go to‘My Tasklist, and then press Shift + Tab to navigate
through tasks to the decision package types.

4

Alt + Z + Tab

Move focus to the first available field on the right content pane.

Alt + O

Focus on Form Folder sub accordion

Alt + M

Focus on Forms sub accordion

Alt + U

Focus on Business Rules sub accordion

Accessibility Guide

Keys

Action

Note: After the focus
moves to the
accordion, pressing
Enter toggles
between expand and
collapse actions.

These hot keys are for page level actions for the Planning artifact management pages such as Form Management,
Task List Management, Dimension Editor, and Menu Management.

Accelerator Keys
Table 3

Manage Artifacts - Page-Level Actions

Keys

Action

Ctrl + W

Create, add, add child

Ctrl + E

Edit

Crtl + Shift + R

Rename

Ctrl + M

Move

Ctrl +Shift + G

Assign access

Crtl +Shift + B

Add sibling

Ctrl + B

Show ancestors

Ctrl + U

Show usage

Ctrl + Shift + U

Move up

Ctrl +Shift + D

Move down

Ctrl + H

Refresh, Sync

Ctrl + F

Search default action

Ctrl + Shift + F

Focus on the search input box

Ctrl + S

Save

Ctrl + Shift+ L

Cancel operation

Ctrl + M

Add to selected list

Ctrl + Shift + W

Add all to selected list

Ctrl + R

Remove from selected list

Ctrl + Shift + R

Remove all from selected list

Ctrl + Up Arrow

Move up selected in the selected list

Ctrl + Down Arrow

Move down selected in the selected list

Accessibility Guide

5

Keys

Action

Ctrl + S

Save artifact

Ctrl + Shift + S

Save as artifact

Ctrl + Shift + P

Previous tab

Ctrl + Shift + N

Next tab

Esc

Cancel

Ctrl + Shift + F

Finish

Ctrl + W

Preview

Note: These keys are used for page-level actions for artifact management pages such as form
Management, Task List Management, Dimension Editor, and Menu Management.

Table 4

Simple Form, Composite Form, and Grid Management

Access Keys

Layout Tab

Validation Rules: Access Keys on Validation Panel For
Validation Rules

6

Accessibility Guide

Keyboard Equivalent

Action

Alt + P

Focus on Properties Tab

Alt + Y

Focus on Layout tab

Alt + G

Focus on Grid Properties Section

Alt + M

Focus on Dimensions Properties panel

Alt + S

Focus on Section Properties panel

Alt + S

Focus on Smart View Option Panel

Alt+S

Segment View

Alt + I

Focus on Display Properties Panel

Alt + P,P

Focus on Printing Options Properties Panel

Alt + V,V

Focus on Validation Rules properties Panel

Ctrl + Shift + V

To drop selected dimension to POV section

Ctrl + Shift + P

To drop selected dimension to Page section

Ctrl + Shift + R

To drop selected dimension to Rows section

Ctrl + Shift + C

To drop selected dimension to Columns section

Enter

1. Tab through row/column header and press Enter to
bring up the Context Menu 2. Tab through to the
Dimension and press Enter to bring up the dimension
context menu"

Alt + P

Focus on Page Section

Access Keys

Other Options Tab

Keyboard Equivalent

Action

Alt + P,V + Enter

Invoke Member Selector on "Point Of View" section

Alt + P,P + Enter

Invoke Member Selector on "Page" section

Alt + O

Focus on "Other Options" tab

Alt + R

Focus on Precision Panel

Other Options Tab : Access Keys

Business Rules Tab

Alt + R

Business Rules : Access Keys

Table 5

Alt + R

Focus on Business Rules tab

Alt + P

Focus on Plan type drop Down

Form and Grid Management Hot Keys

Access Keys

Keyboard Equivalent

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.

Composite Forms Access keys

Access keys

Show Menu for layout sections

Alt + Y

Select Layout Panel

Alt + O

Toggle selection between Custom
Layout/2 Row Layout/2 Column Layout

Alt + S

Select Section properties Panel

Alt + G

Toggle focus and selection between
Global Layout Dimension/Common
Dimension properties Panel

Crtl + Shift + A

Display forms as Tabs

Ctrl + Shift + N

Add form

Ctrl + Delete

Delete selected form

Ctrl +Shift +E

Edit Form Label

Ctrl + Shift + T

Move to Top

Ctrl + Shift + B

Move to Bottom

Ctrl + Shift + U

Move Up

Ctrl + Shift + D

Move Down

Hot Keys

Action

Accessibility Guide

7

Table 6

Enter Data

Access Keys

Keyboard Equivalent

Action

Ctrl+Shift+T

Focus is moved onto the next form. If the form is within a tabbed pane, the tab is
disclosed.
Note: If you are working in edit mode within a composite form, you must first press
Esc.

Hot Keys

Table 7

Ctrl+Shift+Q

Navigate between different form tabs in the Decision Package interface.

Alt + .

Go to the page dimension.

General hot keys are listed in
Table 3, “Manage Artifacts - PageLevel Actions”.

Menu Management

Access Keys

Keyboard Equivalent

Action

Add, Edit Menu, Menu
Item

Alt + N

Toggle focus on Menu
Name/ Menu Item Name
input boxes

Alt + S

Toggle focus on Select
Form Folder/Form button

Hot Keys
Table 8

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Smart Lists

Access Keys

Keyboard Equivalent

Action

Create, Edit Smart List

Alt + P

Focus on Properties Tab

Alt + R

Focus on Entries Tab

Alt+S

Save the Smart List edit

Alt+L

Cancel the Smart List edit

Alt + W

Focus on Preview Tab

Hot Keys (in all tabs)
Table 9

Task Lists

Access Keys

8

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Keyboard Equivalent

Action

Alt + K

Focus on Task List Tab

Alt + C

Toggle focus between Task List Name
and Clear dropdown List

Alt+K

Focus on the Task Name in the task
Detail panel

Accessibility Guide

Access Keys

Keyboard Equivalent

Action

Alt + I

Focus on Instructions Tab

See Rich Text Editor section for Access and Control Keys for Rich Text Editor
Hot Keys
Table 10

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Task List Dashboard

Access Keys

Hot Keys

Keyboard Equivalent

Action

Alt + G

Focus on Go button

Alt + S

Focus on Show All Tasks menu

Control + E

Edit task list

Control + Alt + D

Create PDF report

Control + Alt + X

Create Excel report

Control + Alt + S

Show chart by status

Control + Alt + T

Show chart by type

Control + Alt + U

Show chart by user

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Table 11

User Variables

Access Keys

Hot Keys
Table 12

Hot Keys

Hot Keys

Table 13

Keyboard Equivalent

Action

Alt + U

Focus on User Variables tab

Alt + S

Focus on Substitution Variables tab

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Business Rules Security
Keyboard Equivalent

Action

Alt + M

Move the rule

Alt + G

Assign Access to rule

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.

General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.

Clear Cell Details

Access Keys

Keyboard Equivalent

Action

Hot Keys

Alt + P

Focus on Plan Type drop down list

Accessibility Guide

9

Access Keys

Table 14

Action

Alt + M

Toggle focus between Member Selector in static dimension Rows

Alt + A

Toggle focus between Add All Dimensions button and Add Static Dimension icon in Static
Dimension Panel

Alt + C

Selects, Invokes Clear Action

Copy Data

Access Keys

Table 15

Keyboard Equivalent

Keyboard Equivalent

Action

Alt + P

Focus on Plan Type drop down list

Alt + M

Toggle focus between Member Selector in static dimension Rows

Alt + A

toggle Focus between Static Dimension, Dimension with Source and Destination Panel

Alt + C

Selects, Invokes Copy Action

Dimension Editor

Access Keys

Dimensions Tab

Add Dimension

Add Child/Sibling

Member Properties Tab

10

Accessibility Guide

Keyboard Equivalent

Action

Alt + P

Focus on Performance Settings Tab

Alt + O

Focus on Evaluation Order Tab

Alt + R

Focus on Sort options drop down list

Alt + R + Tab

Focus on Sort Up icon command button

Alt + R + Tab + Tab

Focus on Sort Down icon Command button

Alt + S

Focus on search drop down options list

Alt + S + Tab

Focus on search input box

Alt + W

Focus on Add Dimension

Alt + G

Focus on Edit Dimension

Alt + G

Focus on View Dimension

Alt + P

Focus on Member Properties tab

Alt + U

Focus on UDA tab

Alt + M

Focus on Member Formula Tab

Alt + N

Focus on Name input box

Alt + D

Focus on Description input box

Access Keys

Keyboard Equivalent

Action

Alt + S

Toggle focus on Alias Table drop down list/Alias
input box/Smart List drop down/Data Storage/
Data Type

Alt + Y

Toggle focus on Account drop down list

Alt + R

Focus on Variance reporting drop down

Alt + B

Focus on Time balance drop down list

Alt + P

Toggle focus on Source Plan Type drop down
list / Plan Type

Alt + H

Toggle focus on Hierarchy Type input box

Alt + V

Execute Validate

Alt + P

Focus on Plan Type drop down list

Alt + P

Focus on Plan Type drop down list

Ctrl + 0 (zero)

Add Custom Attributes

Ctrl + B

Show Ancestors

Alt + P

Options

Ctrl + J

Dynamic Time Series

Alt + L

Add Summary Time Period

Ctrl + Q

Copy Scenario

Alt + P

Plan type

UDA Tab
Member Formula Tab
Performance Settings Tab
Access Keys
Evaluation Order Tab
Access Keys

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.

Table 16

Member Formula Script Editor

Script Component

Access Keys

Find

Ctrl + Alt + F

Replace

Ctrl + +Alt + R

Member Selector

Alt + Shift +B

Function Selector

Alt + Shift +U

Accessibility Guide

11

Script Component

Access Keys

Variable Selector

Alt + Shift +G

Smart List Selector

Alt + Shift + M

Trigger auto suggest

Ctrl + Space

Comment

Ctrl + /

Copy

Ctrl + C

Paste

Ctrl + V

Cut

Ctrl + X

Undo

Ctrl +Z

Format

Alt + Shift + O

Verify Syntax

Alt +Shift+S

Perform next search for text string instance in the editor
(when Find dialog is open)

Alt+F

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Table 17

Assign Access Pop-Up

Access Keys

Keyboard Equivalent

Action

Alt + U

Focus on Users tab

Alt + G

Focus on Group tab

Alt + R

Focus on "Remove Non
Provisioned Users/Groups"
button

Add/Edit Access Pop-up
Access Keys

Alt + G

Toggle focus between Read,
Write, None radio boxes

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.

Table 18

User Selector (Select and Assign Owner)

Access Keys

Keyboard Equivalent

Action

Alt + U

Select Users tab

Alt + G

Select Groups Tab

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Alias Table Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

12

Accessibility Guide

Table 19

Currency Conversion

Access Keys

Keyboard Equivalent

Action

Currency Conversion

Alt + M

Toggle between version types

All other access and actions are completed with tab key traversal
Exchange Rate Management

Alt + C

Set Focus on create rate table
icon

Alt + I

Set Focus on Edit rate table icon

Alt + 9

Set Focus on delete rate table
icon

Security Filters
Hot Keys

Table 20

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.

Broadcast Message

Access Keys

Keyboard Equivalent

Action

Broadcast Message

Alt + S

Selects/Invokes Send button

Table 21

Properties

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + P

Toggle focus between Application/
System Properties

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Properties

Table 22

Manage Application

Access Keys

Keys

Action

Create Application

ALT + M

Manage Applications

ALT + O

Manage Data Source

ALT + U

Upgrade Wizard

ALT + B

Back Button (App Create)

ALT + N

Next Button (App Create)

ALT + L

Cancel Button (App Create)

ALT + 7

Create/Finish Button (App Create)

Accessibility Guide

13

Access Keys

Upgrade Wizard

Hot keys

Table 23

Keys

Action

ALT + C

Create (Manage Applications, Manage Data
sources)

ALT + 9

Delete (Manage Applications, Manage Data
sources)

ALT + I

Edit (Manage Data sources)

ALT + I

Initialize Application (Manage Applications)

ALT + R

Register Application (Manage Applications)

ALT + V

Validate (Upgrade Wizard)

ALT + A

Apply to selected (Upgrade Wizard - RDB Details)

ALT + E

Apply to selected (Upgrade Wizard - Essbase
Details)

ALT + 1

Datasource Tab (Upgrade Wizard)

ALT + 2

Applications Tab (Upgrade Wizard)

ALT + 3

Report Mapping Servers Tab (Upgrade Wizard)

ALT + B

Back Button (Upgrade Wizard)

ALT + N

Next Button (Upgrade Wizard)

Ctrl + R

Register Application

Ctrl + I

Initialize Application

Ctrl + 1

Validate

Ctrl + U

Upgrade

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.
Reports

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + O

Select Forms Tab

Alt + P

Select Planning Unit Annotations Tab

Alt + S

Toggle between select Scenario/version/
entity drop down

Alt + M

Toggle between Member selector for
scenario, Version Entity

Alt + S

Toggle between scenario, Version, year,
currency drop down lists

Planning Unit Tab

Decision Package Tab

14

Accessibility Guide

Access Keys

Hot Keys

Table 24

Keyboard Equivalent

Action

Alt + D

Toggle Between Available / Selected
Decision Packages

Alt + U

Select Auditing Tab

Alt + D

Select Decision Package Tab

Alt + V

Toggle between Available / Selected
forms List

Alt + C

Select Create Report button

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Application Settings

Access Keys

Table 25

Keyboard Equivalent

Action

Alt + S

Save

Alt + R

Reset

Create or Refresh Database

Access Keys

Keyboard Equivalent

Create/Refresh Database

Tab traversal only

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Table 26

Outline Load

Access Keys

Access Keys

Table 27

Action

Keyboard Equivalent

Action

Ctrl+Shift+Arrow Left/Right

Scroll to the left or right

Alt + R

Run Outline Load

Alt + S

Reset Outline Load inputs

Data Load Administration

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + L

Toggle Focus on Data load
Dimension, Driver Dimension drop
down list

Alt + M

Select Member Selector

Alt + A

Add Row

Alt + U

Duplicate Row

Advanced Setting panel

Accessibility Guide

15

Access Keys

Hot Keys

Table 28

Keyboard Equivalent

Action

Alt + R

Delete selected row

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.

Map Reporting Application

Access Keys

Keyboard Equivalent

Action

Alt + A

Select Application tab

Alt + M

Select Map dimensions tab

Alt + P

Select point of view tab

Alt + N

Focus on Application Name input
box

Alt + P

Focus on Plan type drop down in
Source application panel

Application Tab
Access Keys

Map Dimensions Tab/Point Of View
Tab

Focus Select Member selector

Access Keys

Alt + M

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.

Table 29

Planning Unit Hierarchy

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + O

Selects Approvals Dimension Entity Tab

Alt + P

Selects Primary and SubHierarchy
selection tab

Alt + G

Select Assign Owners tab

Alt + U

Selects Usage Tab

Alt + N

Focus on Hierarchy Name input box

Alt + Y

focus on Display radio button

Alt + R

Selects "Reset to DefaultHierarchy" button

Approvals Dimension Entity Tab
Access Keys
Primary and SubHierarchy selection,
Assign Owners Tab
Access Keys

16

Accessibility Guide

Access Keys

Hot Keys

Table 30

Keyboard Equivalent

Action

Alt + M

Toggle Focus on Parent Member input field
in Parent Member column and Selected
Member input box in Selected Members
column

Alt + M

Toggle Focus on Member selector in
"Parent Member" and "Selected Members"
column

Alt + J

Focus on Relative generation input box

Alt + K

Focus on Auto Include checkbox in "Auto
Include" Column

Alt + W

Toggle Focus on Assign Owner input box
and Assign owner selector command icon
button

Alt + R

Toggle Focus on Reviewer input box and
Assign owner selector command icon
button

Alt + H

Selects Promotion path icon command
button

Alt + Y

Toggle Focus on "Notify These Users" input
box and user selector command icon
button

Alt + S

Toggle focus on search drop down list/
Search input box

General hot keys are listed in Table 3, “Manage
Artifacts - Page-Level Actions”.

Plan Type Editor

Access Keys

Keyboard Equivalent

Action

Hot Keys

Control + S

Save plan type

Control + W

Add plan type

Control + Del

Delete plan type

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Table 31

Scenario Version Assignment

Access Keys

File Based Export Import

Keyboard Equivalent

Action

Alt + A

Focus on Actions icon in the table

Tab key traversal only

Accessibility Guide

17

Access Keys

Keyboard Equivalent

Action

Alt + R

Toggle Focus between scenario, Version
drop down list

Alt + S

Focus on search drop down list

Alt +S + Tab

focus on search input box

Alt + O

Focus on "Out of Office Assistant" hyper
link

Alt + X

Focus on Exclude radio button on Plan
Cycle column

Alt + T

Focus on Start radio button on Plan
Cycle column

Alt + P

Focus on Promotional path icon
command button

Manage Approvals
Access Keys

Hot Keys

Table 32

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.

Copy Version

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + S

Select Scenario dropdown list

Alt + C

Toggle focus between Copy from / Copy
To drop down list

Alt + G

Select Go Button

Alt + M

Toggle focus between Available entities/
selected Entities

Alt + P

Selects Copy Data button

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.

Copy Decision Packages

Alt + U

Select and toggle between source
scenario and version

Alt + W

Select and toggle between target scenario
and version

Alt + G

Go button, list decision packages for
selected source scenario and version

Alt + D

Decision Packages tab

Alt + M

Mappings tab

18

Accessibility Guide

Access Keys

Table 33

Keyboard Equivalent

Action

Alt + O

Copy Options tab

Alt + K

Decision Packages list box

Alt + P

Decision Package picker on Copy Options
tab

Alt + C

Copy Data button, launch copy data
process

Copy Decision Packages

Access Keys

Keyboard Equivalent

Action

Access Keys

Alt + U

Select and toggle between source scenario and version

Alt + W

Select and toggle between target scenario and version

Alt + G

Go button, list decision packages for selected source scenario and version

Alt + D

Decision Packages tab

Alt + M

Mappings tab

Alt + O

Copy Options tab

Alt + K

Decision Packages list box

Alt + P

Decision Package picker on Copy Options tab

Alt + C

Copy Data button, launch copy data process

Table 34

Business Rules

Access Keys

Keyboard Equivalent

Action

Business Rules

Alt + P

Toggle focus between Plan type/Rule type drop down list

Alt + Y

Focus on "Display only launchable rules, rulesets, and calc Script" Checkbox

Table 35

Job Console

Access Keys

Keyboard Equivalent

Action

Job Status

Alt + S

Toggle focus between Start Time/End
Time input boxes

Alt + S + Tab

Toggle focus between start Time/End
Time input date time selector

Alt + J

Focus on Job type drop down list

Alt + U

focus on status drop down list

Accessibility Guide

19

Access Keys

Hot Keys

Table 36

Action

Alt + N

Toggle Focus on Job Name, Username
input Box

Alt + G

Selects Go button

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Diagnostics (Grid)

Access Keys

Hot Keys

Table 37

Keyboard Equivalent

Keyboard Equivalent

Action

Alt + V

Toggle focus between Available forms/
Selected form

Alt + R

Selects "Run Diagnostics" button

Alt + D

Toggle focus between Tabular/Chart
display radio buttons

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.

Preferences

Access Keys

Application Settings Tab

20

Accessibility Guide

Keyboard Equivalent

Action

Alt + E

Selects Application Setting tab

Alt + I

Selects Display options Tab

Alt + P

Selects Printing Options Tab

Alt + B

Selects User Variables Tab

Alt + M

Focus on Email Address input box

Alt + B

Focus on Alias Table drop down list

Alt + U

Toggle focus between "Planning Unit as
Aliases" and "Planning Unit Not started" drop
downs

Alt + Y

"Select Next Owner" drop down list

Alt + O

Toggle Focus on "I am currently out of office"
checkbox and "Select Next Owner" drop down
list

Alt + Y

"Select Next Owner" drop down list

Alt + X

Focus on Action drop down list

Alt + K

Focus on "Enter Annotations" input box

Access Keys

Hot Keys

Table 38

Keyboard Equivalent

Action

Alt + T

Toggles Focus on "Use Application Default"
checkbox in all panels and all Preferences
Tabs

General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.
Decision Package

Access Keys

Keyboard Equivalent

Action

Access Keys while the Decision Package
accordion is active

Alt + G

Focus on Decision Package tab

Alt + Q

Focus on Manage Tab in Decision Package

Alt + I

Focus on Analysis Tab in Decision Package

Alt + K

Focus on Budget Request Tab in Decision
Package

Alt + P

Focus on Approval Status table in Decision
Package

Alt + J

Focus on Justification Tab in Decision
Package

Alt + U

Focus on Notes and Attachment Tab in
Decision Package

Ctrl + W

Create Decision Package

Ctrl + E

Edit Decision Package

Ctrl + del

Delete Decision Package

Ctrl + S

Save Decision Package

Ctrl + Shift + R

Share Decision Package

Ctrl + B

Create Baseline Decision Package

Ctrl + Shift + G

Add/Edit Budget Request

Ctrl + Shift + N

Create Budget Request

Ctrl + Shift + E

Edit Budget Request

Ctrl + Shift + del

Delete Budget Request

Ctrl + Shift + N

Create Note

Ctrl + Shift + E

Edit Note

Crtl + Shift + N

Create Attachment

Hot Keys while the Decision Package
accordion is active

Accessibility Guide

21

Access Keys

Dashboard / Manage and Analysis tab

Budget Request Tab

Decision Package Creation Wizard / Budget
Request Creation Wizard

22

Accessibility Guide

Keyboard Equivalent

Action

Ctrl + Shift + E

Edit Attachment

Alt + O (Hot Key)

Simple Filter (Go button on Manage and
Analysis tab)

Alt + N

Show Advanced filter

Alt + A

Go button for Advanced filter

Alt + L

Cancel Advanced filter

Alt + R

Clear Search fields

Ctrl + W

Create Budget Request

Ctrl + E

Edit Budget Request

Ctrl + Shift + R

Share Budget Request

Ctrl + Delete

Delete Budget Request

Ctrl + S

Save Budget Request

Ctrl + M

Move Budget Request

Ctrl + D

Push Data to ASO

Ctrl + H

Refresh Data

Ctrl + Q

Associate Budget Request to Member

Alt + J

Focus on Justification tab in Budget
Request

Alt + U

Focus on Notes and Attachment tab in
Budget Request

Alt + X

Focus on Data Collection Forms tab in
Budget Request

Alt + R

Focus on Properties tab

Alt + C

Focus on Justification tab

Alt + S

Focus on Summary tab

Alt + P

Previous

Alt + N

Next

Alt + F

Finish

Alt + L

Cancel

Alt + U

Focus on Attributes tab on the wizards

Access Keys

Keyboard Equivalent

Action

Manage Decision Package Type Attributes /
Decision Package Attributes

Alt + I

Navigate to Local Attributes tab

Alt + G

Navigate to Global Attributes tab on
Decision Package Attributes

Alt + K

Navigate to Decision Package Type
Attributes tab on Decision Package
Attributes

Ctrl + Shift + N

Create a Decision Package Type Attribute
on Decision Package Type Attributes

Ctrl + Shift + Delete

Delete selected Decision Package Type
Attribute on Decision Package Type
Attributes

Alt + S (Hot Key)

Save

Alt + L (Hot Key)

Cancel

Ctrl + Shift + N

Create a Decision Package Attribute

Ctrl + Shift + Delete

Delete selected Decision Package Attribute

Alt + X

Focus on data collection forms tab

Alt + P

Focus on Reporting Application Mappings
tab

Alt + U

Focus on Roll up Members tab

Alt + J

Focus on Justification Questionnaire tab

Alt + I

Focus on Select Forms icon When Data
Collections forms tab is active in Decision
Package

Ctrl + W

Create Decision Package Type

Ctrl + Shift + S

Copy Decision Package Type

Ctrl + S

Save Decision Package Type

Ctrl + Shift + N

Create Rollup

Ctrl + Shift + Del (Delete Key)

Delete Rollup

Ctrl + Shift + E

Edit Rollup

Ctrl + Shift + N

Create Question

Ctrl + Shift + Del (Delete Key)

Delete Question

Ctrl + Shift + E

Edit Question

Decision Package Attributes

Decision Package Administration

Hot Keys

Accessibility Guide

23

Access Keys

Keyboard Equivalent

Hot Keys

General hot keys are listed in Table 3,
“Manage Artifacts - Page-Level Actions”.

Table 39

Action

Member Selector

Access Keys

Keyboard Equivalent

Action

Member Selector

Alt + M

Focus on Members Tab

Alt + R

Focus on Variables Tab

Alt + N

Focus on search input pox

Alt + P

Shift Focus to Display properties

Alt + F

Toggle Focus on filtered search icon

Alt + U

Focus on Search Up

Alt + S

Focus on Search Down

Alt + K

Toggle focus on Keep only functions /
Attributes / Generations icon

Hot Keys

Control + Shift + F

Toggle focus on Function Selector

Variables Tab

Alt + V

Toggle focus on User Variables Panel /
Substitution Variables Panel

Hot Keys

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.

Members tab

Table 40

Comments - Pop Up

Access Keys

Hot Keys
Table 41

Action

Alt + C

Focus on Comments Panel

Alt + A

Focus in Add button

Alt + E

Focus on Existing Comments Panel

Alt +X

Focus on Delete icon command button

Alt + Y

Focus on "Apply to all selected cells"
checkbox

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Document Attachment

Access Keys

24

Keyboard Equivalent

Keyboard Equivalent

Action

Alt + X

Focus on Delete

Accessibility Guide

Access Keys

Hot Keys
Table 42

Keyboard Equivalent

Action

Alt + E

Focus on Edit Icon command button

Alt + A

Focus on Add Icon Command button

Alt + Y

Focus on "Apply to all selected cells"
checkbox

General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Accelerator Keys Reserved for Page-Level Components

Accelerator Key

Used In

Function

Ctrl + Alt + W

Pop-up

Toggle focus between open popups.

Ctrl + Shift+ W

Messaging, Secondary Windows

Toggle focus between open popups.

Ctrl + Alt + P

Splitter

Give focus to splitter bar.

Table 43

Access Keys For Various Browsers

Browser

Operating System

Key Combination

Action

Google Chrome

Linux

Alt + mnemonic

Click

Google Chrome

Mac OS X

Control + Option + mnemonic

Click

Google Chrome

Windows

Alt + mnemonic

Click

Mozilla Firefox

Linux

Alt + Shift + mnemonic

Click

Mozilla Firefox

Mac OS X

Control + mnemonic

Click

Mozilla Firefox

Windows

Alt + Shift + mnemonic

Click

Microsoft Internet Explorer 7

Windows

Alt + mnemonic

Set focus

Microsoft Internet Explorer 8

Windows

Alt + mnemonic

Click or set focus

Apple Safari

Windows

Alt + mnemonic

Click

Apple Safari

Mac OS X

Control + Option + mnemonic

Click

Table 44

Shortcut Keys Assigned to Common Components

Shortcut Key

Components

Action

Enter

All components

Activate the component, or the component element that has the focus.

Tab

All components

Move focus to next or previous editable component.

Shift + Tab

Flash components like ThematicMap,
Graph, and Gauge

Spacebar

Accessibility Guide

25

Shortcut Key

Components

Action

Ctrl + A

All components

Select all.

Arrow Left

Menu Bar

Move focus to different menu on a menu bar.

Arrow Right

Splitter

Move splitter left or right when it is in focus.

Input Number Slider

Move slider left or right when input number slider or input range slider is in
focus.

Input Range Slider
Input Number Spinbox

Increment or decrement the value when input number spinbox is in focus.

Arrow Up

Menu

Move focus to different menu items in a menu.

Arrow Down

Splitter

Move splitter up or down when it is in focus.

Input Number Slider

Move slider up or down when input number slider or input range slider is in
focus.

Input Range Slider
Table 45

Shortcut Keys for Rich Text Editor

Shortcut Key

Action

Ctrl+B

Boldface

Ctrl+I

Italics

Ctrl+U

Underline

Ctrl+5

Strikethrough

Ctrl+E

Center alignment

Ctrl+J

Full-justified alignment

Ctrl+L

Left-justified alignment

Ctrl+R

Right alignment

Ctrl+H

Create hyperlink

Ctrl+M

Increase indentation

Ctrl+Shift+M

Decrease indentation

Ctrl+Shift+H

Remove hyperlink

Ctrl+Shift+S

Clear text styles

Ctrl+Alt+-

Subscript

Ctrl+Alt++

Superscript

Ctrl+Z

Undo

26

Accessibility Guide

Table 46

Shortcut Keys Assigned to Table, Tree, and Tree Table

Shortcut Key

Components

Action

Tab

Table

Move focus to next or previous cell or editable component.

Shift+Tab

Tree Table

In a table, navigate to the next or previous editable content in cells. If the focus is on the last cell
of a row in the table, the Tab key moves focus to the first editable cell in the next row. Similarly,
Shift + Tab moves focus to the previous row.

Ctrl+A

Table

Select all components, including column headers, row headers, and data area.

Tree Table
Ctrl+Alt+M

Table

Launch context menu.

Tree
Tree Table
Enter

Table

Navigate to the next editable cell or previous editable cell of the column.

Shift+Enter

Tree

If focus is on the column header, sort table data in ascending order. Pressing Enter again sorts
the column in descending order.

Tree Table

If the focus is on the filter cell, perform table filtering.
In a click-to-edit table, if the focus is on a cell, enable edit mode.
Arrow Left

Table

Move focus.

Arrow Right

Tree Table

Arrow Up

Table

Move focus.

Arrow Down

Tree Table

If a row is selected, move focus to the previous row or next row. If no row is selected, scroll the
table one row up or down.
If the first row is selected, move focus to the column header.

Ctrl+Shift+Arrow Left

Table

Ctrl+Shift+Arrow Right

Tree Table

Shift+Arrow Up

Table

Shift+Arrow Down

Tree Table

Move the selected column to the left or right.

Select multiple rows.

Tree
Page Up

Table

If a row is selected, scroll and select the same row of the next or previous page.

Page Down

Tree Table

If no row is selected, scroll by one page.

Alt+Page Up

Table

Horizontally scroll the table to the right or left.

Alt+Page Down

Tree Table

Space Bar

Table

Select the node.

Ctrl+Space Bar

Tree

To select or remove multiple nodes, press Ctrl+Space Bar.

Tree Table
Shift+Space Bar

Table

Select multiple rows.

Tree Table

Accessibility Guide

27

Shortcut Key

Components

Action

Esc

Table

Remove selection.

Tree Table

If the focus is on the cell, exit click-to-edit mode, revert the cell value to original value, and return
focus to the cell. Press Esc key again to move focus to the row header.

Table 47

Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode

Shortcut Key

Components

Action

Arrow Left

Table

Select the component. To select a node, press Tab and move focus to the component or its radio
control. Press Spacebar when the component is in focus.

Tree
Tree Table

You can also use the Spacebar for multiple selection.
Pressing Spacebar on a selected component unselects it.

Enter

Table
Tree

If the focus is on the column header, sort the column in ascending order. Pressing Enter again
sorts the column in descending order.
If the focus is on the disclosure icon of a tree, open or close that node.
If the focus is on the filter cell, perform table filtering.

Table

Move the focus to the next or previous cell or editable component.

Table

Move focus.

Ctrl+Shift+Arrow Left

Table

Move the selected column to the left or right.

Ctrl+Shift+Arrow Right

Tree Table

Ctrl+Alt+M

Table

Tab
Shift+Tab
Arrow Up
Arrow Down
Arrow Left
Arrow Right

Tree Table
Tree

28

Accessibility Guide

Launch body context menu.

Table 48

Shortcut Keys Assigned to Data Visualization Components

Shortcut
Key

Components

Action

Arrow Left

List region of all Gantt chart types
and task list status page

Move focus

Arrow Right

Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Planning form grid

If the focus is on the chart region of scheduling Gantt, the arrow key navigation
selects the previous or next taskbar of the current row.
If the focus is on the time bucket of resource utilization Gantt, the arrow key
navigation selects the previous or next time bucket in the current row.
If the focus is on the geographic map, the arrow key navigation pans left or right
by a small increment. Press Home or End key to pan by a large increment.
If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys
to move the focus left or right without selecting the component.
If you are using arrow keys to navigate cells of an editable pivot table, each focused
cell is activated for editing before allowing you to navigate to the next cell, making
the navigation slower. Press the Esc key to deactivate the edit mode of the focused
cell, and navigate faster. To edit a cell, press the F2 or Enter key.
If the focus is on the pivot table data cell, press Ctrl+Arrow Left to jump to the
corresponding row header cell. If the locale is bidirectional (such as Arabic), press
Ctrl+Arrow Right to jump to the corresponding row header cell.

Arrow Up
Arrow Down

List region of all Gantt chart types
and task list status page
Chart region of project Gantt
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Planning form grid

Move focus.
If the focus is on the chart region of project Gantt, the arrow key navigation selects
previous or next row.
If the focus is on the chart region taskbar of scheduling Gantt, the arrow key
navigation selects the first taskbar of the previous row or the next row.
If the focus is on the time bucket of resource utilization Gantt, the arrow key
navigation selects the time bucket of the previous row or next row.
If the focus is on the geographic map component, the arrow key navigation pans
up or down by a small increment.
If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys
to move the focus up or down without selecting the component.
If you are using arrow keys to navigate cells of an editable pivot table, each focused
cell is activated for editing before allowing you to navigate to the next cell, making
the navigation slower. Press the Esc key to deactivate the edit mode of the focused
cell, and navigate faster. To edit a cell, press the F2 or Enter key.
If the focus is on the pivot table data cell, press Ctrl+Arrow Up to jump to the
corresponding column header cell.

Page Up

+

Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies

If the focus is on the geographic map component, the page key navigation pans
up or down by a large increment.

Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies

Increase zoom level.

If the focus is on the diagram of Hierarchy viewer, press and hold to Page Up or
Page Down keys to pan up or down continuously. Press Ctrl+Page Up or Ctrl+Page
Down to pan left or right continuously.

If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5
to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available
space.

Accessibility Guide

29

Shortcut
Key

Components

Action

-

Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies

Decrease zoom level.

All Gantt chart types

Launch context menu.

Ctrl+Alt+M

If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5
to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available
space.

Planning form grid
Ctrl+Alt+0

Hierarchy Viewer - diagrams

Center the active node and zoom the diagram to 100%.

Planning form grid
Tab

Hierarchy Viewer - nodes

Move focus through elements.

Esc

Hierarchy Viewer - nodes

Return focus to the containing node.
If the focus is on search panel, close the panel.
Close the Detail window, if it appears while hovering over a node.

Spacebar

Hierarchy Viewer - nodes
Planning form grid

Enter

Hierarchy Viewer - nodes

Select the active node. Press Ctrl+Spacebar to toggle selection of the active node,
and for selecting multiple nodes.
Isolate and select active node. Press Shift+Enter to toggle the state of the node.

Oracle Hyperion Planning form grid
/

Hierarchy Viewer - nodes

Table 49

Toggle control panel state.

Alternate Components for Data Visualization Components in Screen Reader Mode

Data Visualization
Component

Replacement

Chart region for each
Gantt type

Hyperlinks

Hierarchy Viewer

Tree Table

Use the Tab key to move focus within the chart region. Use Enter or Esc keys to launch or dismiss the corresponding
Properties dialog box.

Use standard keyboard shortcuts to navigate through the data

Menus
Main Menu
Use these keyboard equivalents to open the menus that are available from the menu bar.
Keys

Action

Alt+F

Opens the File menu

30

Accessibility Guide

Keys

Action

Alt+E

Opens the Edit menu

Alt+V

Opens the View menu

Alt+A

Opens the Administration menu

Alt+T

Opens the Tools menu

Alt+H

Opens the Help menu

File Menu
These keyboard equivalents are used in the File menu.
Keys

Action

N, F

Selects New, the selects Data Form

N, R

Selects New, then selects Report

N, T

Selects New, then selects Task List

N, E

Selects New, then selects Variable

N, L

Selects New, then selects Smart List

N, M

Selects New, then selects Menu

O

Selects Open

O, U

Selects Open, then selects URL

O, P

Selects Open, then selects Application

V

Selects Open in Smart View

C

Selects Close

C, C

Selects Close, then selects Current

C, A

Selects Close, then selects All

C, O

Selects Close, then selects Others

F

Selects Preferences

G

Selects Logout

X

Selects Exit

Edit Menu
These keyboard equivalents are used in the Edit menu.
Accessibility Guide

31

Keys

Action

J

Selects Adjust

G

Selects Grid Spread

L

Selects Mass Allocate

O

Selects Comment

K

Selects Lock/Unlock Cells

U

Selects Supporting Detail

E

Selects Add/Edit Document

T

Selects Annotate Planning Unit

D

Selects Drill Through

View Menu
These keyboard equivalents are used in the View menu in Basic mode.
Keys

Action

T, T

Selects Task List, then selects Task List

T, R

Selects Task List, then selects Report

T, S

Selects Task List, then selects Status

A

Selects Edit Account Annotations

C

Selects/toggle Show Dimension Label on Page

I

Selects Instructions

C

Selects Currency

H

Selects Refresh

Ctrl+Alt+0 (zero)

Selects View Masthead

Ctrl+Alt+1

Selects View Pane

Tools Menu
These keyboard equivalents are used in the Tools menu.
Keys

Action

L

Selects Manage Approvals

32

Accessibility Guide

Keys

Action

V

Selects Copy Version

R

Selects Business Rules

S

Selects Job Console

O

Selects Custom Links

E

Selects Export as Spreadsheet

A, C

Selects Ad Hoc, then selects New Ad Hoc Grid

A, A

Selects Ad Hoc, then selects Analyze

A, S

Selects Ad Hoc, then selects Save Ad Hoc Grid

A, O

Selects Ad Hoc, then selects Ad Hoc Options

A, Z, N

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Next Level

A, Z, V

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in All Levels

A, Z, B

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Bottom Level

A, M

Selects Ad Hoc, then selects Zoom Out

A, R

Selects Ad Hoc, then selects Remove Only

A, K

Selects Ad Hoc, then selects Keep Only

D

Copy decision package

Administration Menu
These keyboard equivalents are used in the Administration menu.

Keys

Action

M, F

Selects Manage, then selects Data Forms and Ad Hoc Grids

M, M

Selects Manage, then selects Menus

M, T

Selects Manage, then selects Task Lists

M, L

Selects Manage, then selects Smart Lists

M, E

Selects Manage, then selects Variable

M, B

Selects Manage, then selects Business Rule Security

M, C

Selects Manage, then selects Clear Cell Details

M, Y

Selects Manage, then selects Copy Data

Accessibility Guide

33

Keys

Action

M, D

Selects Manage, then selects Dimensions

M, A

Selects Manage, then selects Alias Tables

M, V

Selects Manage, then selects Currency Conversions

M, X

Selects Manage, then selects Exchange Rates

M, S

Selects Manage, then selects Security Filters

M, G, A

Selects Manage, then Decision Package, then selects Decision Package Attributes

M, G, T

Selects Manage, then Decision Package, then selects Decision Package Types

A, M

Selects Application, then selects Broadcast Messages

A, P

Selects Application, then selects Properties

A, R

Selects Application, then selects Reports

A, T

Selects Application, then selects Statistics

A, S

Selects Application, then selects Settings

A, E

Selects Application, then selects Create

A, D

Selects Application, then selects Delete

A, G

Selects Application, then selects Register

A, C

Selects Application, then selects Create Database

A, B

Selects Application, then selects Refresh Database

P, P

Selects Approvals, then selects Planning Unit Hierarchy

P, A

Selects Approvals, then selects Scenario and Version Assignment

P, I

Selects Approvals, then selects File Based Import/Export

R

Selects Map Reporting Application

D, C

Selects Data Source, then selects Create

D, E

Selects Data Source, then selects Edit

D, D

Selects Data Source, then selects Delete

L

Selects Data Load Settings

O

Outline Load

O,I

Import from file

O,E

Export metadata to file

34

Accessibility Guide

Keys

Action

O,D

Export data to file

Help Menu
These keyboard equivalents are used in the Help menu.
Keys

Action

T

Selects Help on this Topic

C

Selects Contents

L

Selects Contents Capital Asset Planning

W

Selects Contents Workforce Planning

P

Selects Contents Public Sector Planning and Budgeting

F

Selects Contents Project Financial Planning

S

Selects Technical Support

E

Selects EPM Documentation

A

Selects About Oracle Enterprise Performance Management System Workspace, Fusion Edition

Tool Bar
These keyboard equivalents are used in the tool bar.
Keys

Action

Ctrl +S

Save

Ctrl + H

Refresh the Grid

Ctrl + P

Print

Ctrl + J

Adjust Data function on Grid

Ctrl + K

Lock/unlock cells on the Grid

Ctrl + Alt + G

Grid Spread

Ctrl + M

Mass Allocate

Ctrl + C

Copy

Ctrl + V

Paste

Ctrl + X

Cut

Accessibility Guide

35

Keys

Action

Ctrl + Alt + T

Comments on Grid

Ctrl + E

Document Attachment

Ctrl + U

Supporting Details

Ctrl + I

Instructions

Ctrl + ALT + V

Open in Smart view

Ctrl + Alt + N

New Ad Hoc grid

Ctrl + Alt + A

Analyze

Ctrl + Alt + S

Save Ad Hoc Grid

Ctrl + Alt + O

Ad Hoc Options

Ctrl + Alt + E

Zoom In Next Level

Ctrl + Alt + F

Zoom in All Levels

Ctrl + Alt + B

Zoom in Bottom Level

Ctrl + Alt + Y

Zoom out

Ctrl + Alt + E

Pie Chart View in Task List Status

Ctrl + Alt + G

Gantt Chart View in Task List Status

Alt + R

Previous Incomplete (In Task List Wizard)

Alt + E

Next Incomplete (In Task List Wizard)

Alt + P

Previous task (In Task List Wizard)

Alt + N

Next Task (In Task List Wizard)

Alt + H

Task List Status Home Page

Ctrl + Alt + C

Focus on Completed Checkbox (If enabled) in Task list Wizard

36

Accessibility Guide

Accessibility Guide

37

COPYRIGHT NOTICE
Planning Accessibility Guide, 11.1.2.3
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Authors: EPM Information Development Team
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective
owners.
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure
and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you
may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display
any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required
by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any
errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.
Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS:
Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are
"commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and
agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject
to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms
of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License
(December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.
This software or hardware is developed for general use in a variety of information management applications. It is not developed
or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury.
If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe,
backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for
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This software or hardware and documentation may provide access to or information on content, products, and services from
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