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Lookup Data

Lookup data flow

The lookup data service allows blueprints to reference static or managed tables of values — such as discipline codes, cost categories, or responsibility matrices — alongside live Planner data.

When to use lookup data​

Use lookup data when you need to:

  • Join a schedule field to a human-readable label that is not stored in Planner.
  • Apply a weighting or rate table to schedule quantities.
  • Cross-reference activity IDs to a separate status register.

Creating a lookup table​

  1. Go to Admin → Lookup data.
  2. Select New table.
  3. Name the table and define columns.
  4. Enter or paste rows. Lookup tables support up to 10,000 rows.
  5. Save.

Lookup tables can also be imported from Excel.

Binding a lookup table in a blueprint​

  1. Open the blueprint in the Output Designer.
  2. Open the blueprint Data settings.
  3. Under Lookup sources, add the table.
  4. Set the join condition: which Planner field to match against which lookup column.
  5. The lookup columns are now available as fields in expressions and component bindings.

Lookup expression usage​

Once bound, access lookup columns with [LookupTableName.ColumnName] syntax:

[DisciplineCodes.FullName]
IF([DisciplineCodes.IsExternal], "External", "Internal")

Keeping lookup data current​

Lookup tables are managed per organization. You can update them at any time; the next report generation will use the latest version.

For frequently changing data, consider whether the data should be maintained in Planner directly rather than a lookup table.