Home

The screen title shows where you are in the Planning Workbench. The title includes the section, subsection, current task, and the path to navigate to that screen.

The Home page is displayed after you log on to Integrated Operational Planning. The Home page gives you quick access to the sections discussed in Table 1.

Table 1. Home Page Sections

Section

What Is Displayed

Weekly Calendar

Scenarios and tasks due each week.

To change the week, click Calendar icon.

To open a scenario or task that is due, click the scenario or task displayed in red.

To open a scenario planning workbook, click Excel icon next to the scenario.

Exceptions

Exceptions assigned to you.

Scenarios

Scenarios that you are involved as owner, reviewer, or approver, and scenarios that are past due.

Scenarios have the following states:

  • In Progress—Newly created or currently in use in an analysis

  • Submitted—Submitted for approval

  • Approved—Submitted and approved (You can no longer analyze an approved scenario.)

  • Complete—Final plan changes committed to the Integrated Operational Planning database

Click a link to review the following types of scenarios:

  • Overdue—Scenarios that are overdue

  • Owner—Scenarios that you own

  • Reviewer—Scenariosin which you are a participant

  • Approver—Scenarios awaiting approval

To create a scenario, click Create Scenario and select an analysis type. You must be assigned at least one analysis type for you to create a scenario.

Tasks

Tasks that you requested or are assigned, or that are past their due date or deferred. Tasks are action items associated with an analysis type or scenario.

Tasks have the following states:

  • Not Started—Newly created by a requester and assigned to a task owner

  • In Progress—Currently being acted on by the task owner

  • Deferred—On hold

  • Waiting on Someone Else—Completion depends on another person

  • Completed—Completed as requested

Click a link to review the following task types:

  • Overdue—Overdue tasks you are involved in

  • Assigned—Tasks assigned to you as owner

  • Requested—Tasks that you requested

  • Deferred—Deferred tasks in which that you are involved

To create a task, click Create Task and select an analysis type. At least one analysis type must be assigned to you for you to create a task.

Scripts

Scripts to perform specific activities in Integrated Operational Planning

Statistical Forecasts

Statistical forecasts created with ForecastPro or using isadmin commands

Note:

The Statistical Forecasts link is displayed only in systems that use forecast collection.