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The Planning Document field is available if the Use a payment calendar option is selected on the Administration > Settings > Cash Management form Money form.
If the Project Costing functionality is enabled in the application on the Administration > Settings > Project Costing form, you can link a cash payment with a related project which you can select in the Project field (to find a project, start typing its name or code in the field).
Table mode
There is a switch for changing the display mode which is located to the right on the tab, Table Mode. Use Table mode to apply the payment amount to multiple planning documents and projects. You can add documents one by one to the list in the table.
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