Creating planning hierarchies

To create a planning hierarchy:

  1. Select Configuration > Common > Planning Hierarchy.
  2. Click New.
  3. Specify this information:
    Name
    The name of the planning hierarchy.
    Display Name
    Specify the name to be displayed in the application. This is an optional field.
    Type

    The type of the planning hierarchy:

    • Item
    • Location
    Note: You must specify at least one planning hierarchy, for both the item and location, for each cycle.
    Status
    The status of the planning hierarchy:
    • Ready: The planning hierarchy is created and can be previewed. The planning hierarchy can be linked to a cycle period that is being executed.
    • Building: Background processes are executed to create the planning hierarchy.
    • Invalid: An error occurs when creating the planning hierarchy. You can view the details of the error on the Audit Log page.
  4. Click New in the details pane.
  5. Specify this information:
    Level Name
    The name of the planning hierarchy level. This is for internal use only, for the grouping of the item or location which is represented by the selected code list.
    Level Display Name
    Specify the name to be displayed in the application. This is an optional field.
    Code List
    The code list for the current level.

    Each code list represents a different level of aggregation, indicating the item or location group to which the item or a location is related.

    Parent Attribute
    The level to which the current level is linked. The top level cannot be linked to a parent attribute.
    Description Attribute
    A description of items or locations for this level.
    Note: You must specify a description for all the levels of the planning hierarchy.
    Spreading Factor Attribute
    A factor that is used to spread the changes, made at higher levels, down the hierarchy. This is used to define the process of spreading the changes, and are prorated when the changes are made at an aggregated level. The spreading factor is specified and displayed as a ratio, based on other items or locations in the same level of the hierarchy. For example, two elements with a spread factor of 1 are split equally (50%).
    Note: 
    • The top level of the hierarchy does not have a spreading factor. Each subsequent level, however, requires a spreading factor.
    • The first hierarchy level is the top level in the hierarchy.
    • The specified planning hierarchy levels represent different levels of aggregation. For each subsequent level, a detailed plan data is specified.
  6. Click Submit.
  7. Click Preview in the details pane, to view a tree structure of the planning hierarchy.