Breaking down the various functionalities of the Planner Workspaces App

Objectives

After completing this lesson, you will be able to:

  • Consultants will be able to break down the various functionalities of the Planner Workspaces App to understand how they interact and support planning tasks.

Planner Workspace

SAP Integrated Business Planning for Supply Chain has two user interfaces provided with the product:

  • Microsoft Excel using a special Excel add-In

  • Web Interface that uses Fiori functionality (Planner Workspace)

The SAP Integrated Business Planning (IBP), add-in for Microsoft Excel is an established user interface for planning tasks and allows you to review and modify your planning data and run simulations. Depending on the SAP IBP applications that your company has licensed and configured, it also provides comprehensive features and functions, such as inventory optimization and statistical forecasting methods for creating accurate forecasting data from historical sales figures. The SAP Integrated Business Planning (IBP), add-in for Microsoft Excel is using native Excel features and VBA coding to enhance planning views.

The Planner Workspace is a configurable work environment where you can plan, analyze issues in your plans, and solve these issues with the help of custom alerts and simulations. The Planner Workspace is accessible directly via the browser and provides an additional web-based user interface for planning views, which enables new use cases based on web features, integration with other SAP Fiori apps and even other SAP products.

  • Planner can choose which user interface fits the best

  • New features will be added to both user interfaces as part of the quarterly releases

  • Both user interfaces will be further brought together

Both user interfaces will:

  • coexist as fully-functional alternatives giving customer a choice

  • leverage the advantages of their underlying technology platform

In this lesson, we focus on the Planner Workspaces app and present some of the newest features supprted within this app.

With the Planner Workspaces app, you can create, configure and manage Planner Workspaces. In addition, issues can be investigated and solved using special functions.

A Planner Workspace is a configurable work environment where you can plan, analyze issues in your plans, and solve these issues with the help of custom alerts and simulations. You can flexibly add components to your Planner Workspace, such as a custom alerts overview, analytics charts, and planning views. This allows you to adapt the UI to the needs of your specific business scenario. You can define which data you want to show for each component separately. This allows you to show different sets of data on one screen without having to switch apps.

Workspace components can interact with each other. Key figures that match a custom alert can be highlighted in planning views, which helps you to find those key figures and solve the underlying issues.

Note
This Application is only available for Desktop

The planning views you create as components in this app are not available as favorites in the SAP Integrated Business Planning, add in for Microsoft Excel and viceversa. However, you can use these planning views in the Web-Based Planning app.

You can also view the custom alerts overviews that you create as components in this app in the Analytics - Advanced app.

SAP IBP Planner Workspaces

See the following video to learn more about the Planner Workspaces.

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