Redwood: Manage Pages and Page Groups Using a New User Experience

You can view, review, and manage the pages or page groups in the new Redwood user experience that you and other team members can use for planning tasks. Each page includes a set of related visual components, such as tables, graphs, and pivot tables, that have filters, dimensions, hierarchy levels, and other settings preconfigured for a particular plan type. You can create, delete, duplicate, or edit any of the pages that you own to change the available planning views for yourself or your team.

Use the Planning Pages option to review pages and page group details, duplicate existing pages and groups, and manage changes to the planning pages more efficiently. You can edit and delete Pages and organize them into page groups. If required, you can also designate a change of ownership for the pages and page groups.

Managing Pages and Page Groups Layout

To access the planning pages, go to the Actions menu and select Planning Pages.

Actions Menu

The layout displays pages of all plan types in one tab and page groups in another tab. The layout displays the public pages of other users and your private pages that are not visible to the other users.

Planning Pages Layout

The following columns are visible in this layout:

• Name
• Description
• Enable in Plan Type
• Access
• Owner
• Created By
• Last Updated
• Actions: Actions that can be performed on the page.

All columns can be sorted in ascending and descending order by clicking the arrows on the column header.

Editing and reviewing page details

Edit Page Details

Click the Edit icon to review attributes of a page and edit them. You can only edit the pages you own, while admins can modify the editable properties of any page.

Editable Page Details

The following properties of the page are editable:

• Page Name
• Description

Enable in Plan Type: Select from the list of plan types. A page can be enabled only in a single plan type.

Enable in Plan Type

• Access Type: Define the plan as public or private.
• Hide search bar: Enable or disable page-level search box. for the Page (below screenshot). By default, it’s disabled.

Enable or Disable Search

Delete a Page

You can delete a page only if you are the owner of the page. In the Pages tab, select one or multiple pages to delete.

Delete a Page

Duplicate a Page

Duplicate a page by selecting it in the rows.

Duplicate a Page

This will open the right drawer for defining the name for the new page.

Name the Duplicate Page

You can edit the following properties:

• Name
• Description
• Access
• Enable in Plan Type
• Hide search bar

Change ownership for a page or page group

Sometimes, page ownership needs to be changed, which is typically an administrator task. If the administrator has the required privilege, the Owner option on the Edit Page can select a new owner from the list. The administrator must have the following privilege to manage planning objects. 

Name: Manage Planning Objects

Code: MSC_MANAGE_PLANNING_OBJECTS

Create a Page Group and Add Pages to an existing Page Group

You can create a Page Group by selecting one or more pages and select the Add to Page Group action.

Add Page to Page Group

You can add to an existing page group or page groups by selecting one or more page groups from a drop-down list. You can search for a Page group using keyword search.

Add to existing page group

You can also create a page group by defining the following:

• Name
• Description
• Access   

Note: If page groups are marked Private, they won’t appear in search, and other users won’t be able to perform actions on Private page groups.

View Page Groups

You can see all the public page groups available in supply chain planning.

Planning Page groups layout

The page groups details in the page layout appear with the following headers:

• Name
• Description
• Default
• Enable in Plan Type
• Access
• Owner
• Created By
• Last Updated

 All Columns can be sorted in ascending and descending order.

Editing a Page Group

You can click the Edit icon, from the Actions column, select a page group to edit. You can review and edit attributes for a page group.

Editing a Page Group

You can only edit the page groups you own, while admins can modify the editable properties of any page group.

Deleting a Page Group

You can delete a page group only if you are the owner of the page group. In the Page Groups tab, select one or multiple page groups to delete. The associated pages in the page group will still exist, even if the page group is deleted.

Delete a Page Group

Duplicate a Page Group

Duplicate a page by selecting it in the rows. You can edit the following properties:

• Name
• Description
• Access
• Enable in Plan Type
• Pages: Select to include from the list of available pages.

Duplicate a Page Group

Search for pages and page groups

The Planning Pages view is enabled for dynamic keyword search by Name and Description. You can also define searches using the following suggested filters:

• Name
• Description
• Enable in Plan Type
• Access
• Owner

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Refer to What’s New updates for the following features:
  • Redwood: Configure Pivot Tables and Graphs Using a New User Experience.
  • Redwood: Use Graphs to Analyze Plans Using a New User Experience
  • Redwood: Manage Visualizations Using a New User Experience
  • Redwood: Use Pivot Tables to Analyze Plans Using a New User Experience

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Planning Pages (MSC_MANAGE_PLANNING_PAGES_PRIV)
• View Planning Objects (MSC_VIEW_PLANNING_OBJECTS_REST_SERVICE)

Manage Planning Pages privilege was available prior to this update. View Planning Objects Using REST Service is a new privilege.