Planning Engine notes

New capability to attach notes to the Planning Engine for better users’ collaboration.

The ’Add Note’ option is available from the plansheet panel menu or from a specific plansheet cell, using the right-click menu. The user selects from an existing note type and can specify a note summary and detailed note. Context information is added to the note: Planning Engine, Planning Engine Definition, Planning Engine Cycle (if applicable) and the plansheet where the note has been captured, including a preview image. When adding a note from a plansheet cell, the additional context of the selected resource, property and period are also captured.

A new plansheet report type: Notes are added to display notes attached to the planning engine. This is similar in behavior to the existing Notes worksheet, for analytical cycle periods. The notes plansheet supports a list and grid view. The grid view has an option to hide details, just displaying the grid. Filters are available in the grid view to limit the notes displayed and, for example, to find information attached to a particular note type, resource, property, or period.

A standard plansheet, with Report = Notes, is added to Forecast Consumption and SCO Planning Engine.

These multi-panel plansheets are updated:

  • Review (forecastconsumption.zip)
  • 1. Data Errors (apsco.zip)
  • 1. Plan Review (apsco.zip)
  • 2. Sales Plan Review (apsco.zip)
  • 3. Stock Plan Review (apsco.zip)
  • 4. Transport Plan Review (apsco.zip)
  • 5. Purchase Plan Review (apsco.zip)
  • 6. Production Plan Review (apsco.zip)
  • 7. Cost Review (apsco.zip)

The CopyPlanningEngineNote macro command is added to support copying notes between planning engines, for example, to the new master planning engine from the previous planning engine in the cycle.

Note: The Notes panels for SCO and Forecast Consumption are available upon applying the corresponding template for this release (apsco.zip, forecastconsumption.zip). It is available for users with access to the existing multi-panel plansheets. Access to the Add Note capability is only available for users with Notes - Add (Planning Engine) permission:

These permissions are assigned to the standard roles in the content, available after loading the base template (base.zip) for the current release:

  • Planning Engine Main System Administrator (IBP_AP_SystemsAdmin)
  • Planning Engine Participating user (IBP_AP_Normal)
  • Planning Engine Read-only user (IBP_AP_Viewer)

Alternatively, these permissions can be added to appropriate roles through Configuration > Security > Roles.