Plan Intelligence
The Interactive Planner Worksheet is a great resource for everything relating to planning SKUs. However, there may be situations when you need to focus on just a few critical parts or are unsure of what you should address first.
The Plan Intelligence feature is a rule-based Servigistics AI Assistant tool on the Interactive Planner Worksheet that can guide you through some of the important areas of planning SKUs and suggest best practice steps to resolve some common tasks such as:
• Highlights procurement vendor average delay in days, calculated using closed orders history.
• Highlights unplanned average demand missed, calculated using demand detail history.
• Highlights source locations that have excess that you can use to create balancing order to resolve shortages at shortage location.
Using the tool is very simple. When the feature is enabled, click on the toolbar of the Interactive Planner Worksheet to open the Plan Intelligence pop-up window.
Enable the Plan Intelligence Feature
Use these instructions to enable the Plan Intelligence feature.
2. Do the following to generate the data for Vendor Performance messages:
1. Set the following global settings:
2. Run the Plan Intelligence AutoPilot process.
3. Do the following to generate data for Unplanned Demand Missed messages:
1. Install and configure PAI Advanced.
2. Verify that the following attributes were set in the WebUI and AutoPilot properties file when PAI was configured for Oracle or Snowflake:
▪ servigistics.analytics.pi.demandmiss.calc.horizonslices
▪ servigistics.analytics.pi.demandmiss.retainslices
3. Run the Planning Analytics Generator AutoPilot process.
4. Do the following to generate data for Forecast Override Recommendations messages:
1. Install and configure PAI Advanced.
2. Run the Forecast Override Intelligence AutoPilot process.
5. {optional} Configure Bing Maps.
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Instructions can be found in the Configuring Bing Maps chapter of the Application and Configuration Guide.
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6. Run the following AutoPilot processes:
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A setting to control the thresholds for the Vendor Performance, Unplanned Demand Missed, and Forecast Override Recommendations messages can be configured. Contact PTC Technical Support for assistance.
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