Planners can use this app to work with planning views for different business needs. These planning views support their planning activities by allowing them to view key figure data, change it, and simulate the effects of changes before saving the data.
With this app you can create, copy, edit, and delete planning views. Using these planning views, you can view and compare key figure data from different versions and scenarios, change this key figure data, and save your changes back to the database.
You can use this app to do the following:
- Create, copy, edit, and delete Planning Views.
- View and compare key figure data from different versions and scenarios on desktop and tablet.
- Change key figure data.
- Simulate the effect of key figure changes to the Planning View.
- Create, copy, edit, promote, reset, and delete scenarios.
- Share Planning Views with other users or user groups.
- Share scenarios with other users or user groups.
- See fixing information for key figure data.
- Fix and unfix key figure data.
- View, create, edit, and delete Planning notes for key figure data.
- Select reason codes and write comments for key figure changes that are captured in change history.
- Select reason codes and write comments for key figure changes that can be shared via Workspace.
- Show order information for some external key figures from Order-based Planning and navigate to corresponding Order-based Planning apps and other systems to get more details.
Creating a Planning View with the Web-based Planning App
When creating a planning view, you can define it to suit a specific business need. For example, if you want to perform capacity planning, you can define a planning view that allows you to compare the capacity load, required capacity, and available capacity in particular locations on a monthly or quarterly basis. You can specify the planning level and the key figures for the planning view, the versions for which you want to display key figure data, the time horizon for which to show key figure data, and a filter.
After you have defined what the planning view should contain, you can either save the planning view or preview it. The preview is useful if you first want to check that it shows all the data that you want to work with. You can save your planning view within the preview mode. This saves you from going back to the screen where you specified the settings for your planning view. You can also open the preview if you only want to view and change key figure data without saving the planning view. In this case, you can simply discard the planning view after you’ve updated the key figure data.
Sharing and Filtering with the Web-based Planning App
When you create the planning view, you can restrict the data set you want to view by using an existing Planning filter or by specifying an ad-hoc filter. You can also change the filter on-the-fly when you’re in display mode. Specifying a filter improves the system performance.
You can share the planning views you created with other users or with user groups. This helps you if you need to collaborate with your colleagues on a specific set of data. The other users you shared the planning view with can change the key figure data in the planning view. However, other users cannot change the settings of your planning view or delete it.
Key Figures on the Web-based Planning App
Editable key figure values and non-editable key figure values are shown in different colors. This makes it easier for you to see which values you can change.
To protect key figure values from unintentional changes during disaggregation or by other Planners, you can fix them in the planning view. You can fix values one at a time or several at once. You can also unfix these values. A fixed value in a cell is indicated by a filled padlock sign. A partially-fixed value is indicated by a padlock sign that is filled diagonally.
If you want Planning notes to be shown, you can specify this in the planning view settings. If you want them to be shown, you can specify for which Planning levels you want them to be shown (all Planning levels or the Planning level you have set for the planning view). The Planning level is the combination of attributes set for the planning view.
Using the Web-based Planning Application
- Time Zone:
The Web-Based Planning app uses the time zone that has been set for the system by the administrator to determine which period is the current period. In this app, the current period is relevant for the time interval that you set in the planning view settings.
- Simulation and scenarios:
If you change any key figure values manually in the planning view, you can simulate what effect your changes will have on dependent key figures before you save the data. The simulation does not affect the operational data until you decide to save your changes. Note that only simulations for dependent key figures are supported.
If you want to play with the data to see what an alternative plan could look like, you can create your own private scenario. The changes you make in this scenario don’t affect the operational data until you decide to promote them to the version the scenario is based on. If you want to compare key figure data from different scenarios, you can add multiple scenarios to your planning view. By default, the baseline scenario is selected.
Supported Devices Types by the Web-based Planning App
In some cases, you may want to use this app on a tablet, for example, if you’re a sales representative and you’re visiting a customer at their location. When you work on a tablet, please remember the following:
If you want to enter or change key figure values for a range of periods, you need to do this separately for every period. You cannot drag and drop a key figure value to multiple cells. Similarly, you cannot copy and paste a key figure value.
- Because opening the context menu by touching and holding a cell is not possible, you cannot do the following:
Show all Planning notes for a cell
Show order information for a cell
Create a Planning note
Fix or unfix a key figure value
If you want to use any of these functions, you need to use the app on a desktop.