Forecasting > Analysis > Review > Interactive Planner Worksheet (Forecast)
Interactive Planner Worksheet (Forecast)
This page includes AI Assistant Actions based on the data displayed
View Access SettingsView Common Functions
The Forecast tab of the Interactive Planner Worksheet provides a focal point for reviewing and adjusting forecasts. On this tab, you will be able to see the:
• Forecast and demand for a stream
• Hierarchical view of the aggregated forecast from child locations
• Organized parameter and metric information
These are the actions you can perform on this tab:
Action
Description
Part 360° | Part Health | Plan | Forecast
Do one of the following:
• Click the Part 360° tab to display the Part 360° page
• Click the Part Health tab to display the Part Health page
• Click the Plan tab to use the planning worksheet
• Click the Forecast tab to use the forecast worksheet
Stream
Select the forecast stream to be displayed in all containers on this tab.
When All is selected, the following is true:
• A summary of all forecast streams is displayed in the Demand/Forecast container
• All of the streams for the SKU appear in the Demand/Forecast container
• The streams are grouped by External and Internal Demand Streams and by External and Internal Forecast Streams
• Each stream can be expanded to view its respective Demand and Forecast types (rows)
• Bins and child locations are not displayed
• The demands and forecasts cannot be modified
The order of the streams honors any assigned display sequence number on the stream configuration detail records, with the lower numbers having priority. If any streams have no display sequence number assigned they will be displayed below those with display sequence numbers, in alphabetical order by external or internal stream name.
or
• When a single stream is selected, the button is displayed as . Click this button to display all streams.
• When the stream selection is All, the button is displayed as . Click this button to display the single stream that was previously selected.
Click this button to open and use the Plan Intelligence tool.
• If this button is flashing yellow, there are messages to view.
• If this button is not flashing yellow, there are no messages to view.
After the results of running Interactive Plan are saved, click this button to run the configured AutoPilot processes defined on theOTF Rights tab of the User Rights Setup page.
Click this button to run the Forecasting AutoPilot process without running Best Fit.
Click this button to run Interactive Plan.
Click this button to discard all unsaved changes on the page.
After the changes are processed, click this button to save the results.
My Review Reasons
Click this button to display a dropdown list of the review reasons that can be selected. Select one of the following:
• Go To Advanced Filters, to create or modify an advanced filter.
• Not Filtered, to remove all review reason filtering.
• My Review Reasons, to display records that have a review reason that are in your review subscriptions.
• Select a review reason to display records that have that review reason.
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The review reasons are available in the dropdown list of Review Reasons only when the Use for Filters option is selected for the Review Type on the Review Types page.
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When the Location selection is All and the filter is set to a specific review reason or My Review Reasons, a check box is displayed next to the Review Reasons label.
• When this checkbox is selected, the review reasons are displayed in the following order of priority:
◦ Highest priority based on lower the value higher the priority.
◦ Highest magnitude for all locations of the part.
◦ Highest magnitude value when magnitude is the same for two or more locations of the part.
◦ The location with the minimum LocID when magnitude values are the same across two or more locations.
• When this checkbox is not selected, the review reasons are displayed in SKU-based priority.
Go to
Click this button to display a dropdown list of related pages. Select a page to display that page for the SKU that is selected on the Interactive Planner Worksheet. These pages are configured by default to display in the list:
• Servigistics Pages
• PAI Foundation Dashboards
• PAI Advanced Dashboards
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Refer to the Enable Configurable Go To Menu topic for more information about the configuration of the dropdown list.
Click this button and select Manage Containers to view the containers that can be included or removed from the page. These are the available containers on the page:
Click this button to open a new email message using your default email application..
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