Design Requirements for the Planning Manager

For the Planning Manager to work effectively in Unifier, you will need to create the following components in uDesigner:

Planning Item Attribute Form	Describes the type of plan being considered, such as capital, IT, or resource. The information from this attribute form appears in Unifier as a record in the planning log, and can also appear on the Planning Sheet if it is added to the sheet. Also appears on the Planning Item picker on business processes where users must choose a planning item at the company level. Using the Project Picker or Shell Picker on the attribute form, users can link the planning item directly to a project/shell. If they do this, information will roll up into the planning item from the data elements (fields) that are common between BPs in that project/shell and this attribute form. Users can see the latest values for these fields by clicking the Refresh button on the planning sheet. Note: When you click Refresh, the last update date displays only if the data element, uuu_last_update_date, is included in the layout of the planning sheet.
Planning Sheet Attribute Form	Describes what the planning sheet will show at the company level. The information from this attribute form appears in Unifier on the Planning Sheet Properties window. The attribute data appears on the General tab when the user opens the planning sheet Properties window from the Planning Manager > [planning sheet name] node.
Log for both the plan and sheet	Lists the planning items and planning sheets currently in use in Unifier. Allows users to choose the plan or planning sheet they want to work with.

Planning Item Attribute Form

Describes the type of plan being considered, such as capital, IT, or resource. The information from this attribute form appears in Unifier as a record in the planning log, and can also appear on the Planning Sheet if it is added to the sheet. Also appears on the Planning Item picker on business processes where users must choose a planning item at the company level.

Using the Project Picker or Shell Picker on the attribute form, users can link the planning item directly to a project/shell. If they do this, information will roll up into the planning item from the data elements (fields) that are common between BPs in that project/shell and this attribute form. Users can see the latest values for these fields by clicking the Refresh button on the planning sheet.

Note: When you click Refresh, the last update date displays only if the data element, uuu_last_update_date, is included in the layout of the planning sheet.

Planning Sheet Attribute Form

Describes what the planning sheet will show at the company level. The information from this attribute form appears in Unifier on the Planning Sheet Properties window. The attribute data appears on the General tab when the user opens the planning sheet Properties window from the Planning Manager > [planning sheet name] node.

Log for both the plan and sheet

Lists the planning items and planning sheets currently in use in Unifier. Allows users to choose the plan or planning sheet they want to work with.

Design Flow

The following outlines the design steps necessary to launch the manager and create a planning item or planning sheet.

1. Create a data structure (if necessary).	See Creating a Data Structure. If the planning item types will reside across shells, you will need to create a data picker for the planning items. See Creating a Data Picker Definition. If you intend to design business processes that will auto-create planning items, you will need to create a planning item creator data element to place on the business processes. Refer to the description of the Planning Item Creator data definition in the Unifier Data Reference Guide for more information.
2. Launch the manager..	See Launching a Manager.
3. Create a Planning Item Detail Form See the instructions beginning with Starting an Attribute or Detail Form for a Manager.	Mandatory fields for the attribute form are: Planning Item (uuu_planning_item) If this planning item is for a shell, this field is also mandatory: Shell Picker (uuu_default_shell_picker)
4. Create a Planning Sheet Detail Form. See the instructions beginning Starting an Attribute or Detail Form for a Manager.	Mandatory fields for the attribute form are: Planning Sheet Name (uuu_name) Last Update (uuu_last_update_date)(read-only)
5. Create a log for both.	See Designing a Log for a Manager.

Last Published Monday, June 3, 2024