When you create a scenario, you invite users to become involved as participants or approvers. If you create a data collection scenario, you select data providers to update forecast data. You can create scenarios only with analysis types to which you have been granted access by an administrator.
To create a data collection scenario, you must select a data collection analysis type. Usually, you can recognize a data collection analysis type by its name; for example, Demand Consolidation or MPS Data Import.
To create a scenario:
From the Home page or from the Analysis Workbench, click Create Scenario and select an analysis type.
Name—Name of the scenario. For example, “2009 Q4 Production Changes.” Scenario names are case-sensitive.
Description—Description of the scenario. For example, “What-if analysis to address product shortages caused by forecast revisions” or “Data collection to consolidate updated demand data.”
Owner—Analysis owner. By default, the user who creates the analysis is the analysis owner. Administrators can specify a different analysis owner if desired.
Priority—Priority of the what-if analysis using this scenario.
Due Date—Advisory due date for completing scenario analysis.
Participants—Who can participate in the analysis. (Participants can review comments and provide comments.)
Each analysis type includes a default list of participants. Click
to add or remove participants.To send a notification message to the selected participants, select Notify Participants by e-mail. To send an e-mail message to an individual participant, click the participant’s name.
Invited participants are notified of scenarios to be reviewed in the Scenarios section on their Home page.
Approvers—Who can approve plan changes in the scenario. (Approvers can review and provide comments.)
Each analysis type includes a default list of approvers. Only an administrator can add and remove approvers on the default list.
The analysis owner, participants, and administrators can add additional approvers. Click
to add additional approvers.To send a notification to the selected approvers, select Notify Approvers by e-mail. To send an e-mail to an individual approver, click the approver’s name.
Approvers are notified of scenarios to be approved in the Scenarios section on their Home page.
Note:
You can invite a user to be both a participant and an approver. All approvers must approve a scenario before it can be committed to the Integrated Operational Planning database.
For data collection scenarios, in Scenario Data Collection, click the
to add or remove data providers from the list.Data providers receive data collection workbooks to update forecast data. See Working with Data Providers.