Creating Planning Engine

  1. Select Process > Planning Engine. The list of planning engines is displayed.
  2. Click the ellipses and select New.
  3. Specify this information:
    Name
    A unique name of the planning engine.
    Note: If a Cycle is defined for the planning engine, the name is not required. If not defined, the name is populated based on Cycle.Start Period.
    Display Name
    The name that is displayed for the planning engine.
    Category
    The category to which the planning engine to be linked. You can create a new category or select from the categories already defined.
    Note: 
    • The category name is displayed in the Main menu.
    • If Category is not defined, Display Name is used as category name.
    Planning Engine Definition
    The definition used to create an instance of the Planning Engine.
    Roles
    The roles authorized to access planning engine.
    Note: This value is defaulted based on the value specified for Planning Engine Definition.
    Tags
    The tags that have access to the planning engine.
    Note: This value is defaulted based on the value specified for Planning Engine Definition.
    Cycle
    The cycle associated with the planning engine.
    Note: If this value is specified, you must specify the values for Calendar, Start Period and Horizon.
    Calendar
    The SCP calendar used when creating the calendar for the planning engine.
    Note: If this value is specified, you must specify the values for Start Period and Horizon.
    Start Period
    The period from the specified SCP calendar based on the Level selected.
    Note: 
    • This value is used for the starting period of the planning engine calendar.
    • If this value is specified, you must specify the values for Calendar and Horizon.
    Horizon
    The number of periods to be created in the planning engine calendar.
    Note: If this value is specified, you must specify the values for Calendar and Start Period.
    Level
    The calendar level to be used when creating the planning engine calendar.
    Note: If this value is not specified, the base level of the calendar is considered.
    Status
    The current status of the Planning Engine. Possible values:
    • Master
    • Running
    • Published
    • Complete
  4. Click Save. The Planning Engine is created with status Master after successful validation.
    Note: 
    • The planning engine contain the specified information and associated with the worksheets.
    • If planning engines already exist with Running or Master status in the specified cycle, this error message is displayed:
      There is already a Running or Master Planning Engine using cycle [cycle], the cycle is unique when creating a new planning engine.
    • If the specified Calendar does not have the required periods from the start period to cover the horizon, this error message is displayed:
      The Calendar does not contain enough buckets from the Start Period to extend to the Horizon.
You can use the Planning Engines page to:
  • Create a duplicate of the existing Planning Engine (with status Running or Master) and modify the parameters as required using the Copy option.
  • Delete Planning Engines using the Delete option. The notes associated with the planning engine are also deleted when you delete a planning engine.