Create a Plan

You can create plans and then duplicate them to save time and perform planning activities incrementally. For example, you have defined the line of business associated with an existing plan, such as organizations and items.

You can create a copy from that existing plan rather than define a new plan.

Use this generic procedure to create a plan.

In a Supply Chain Planning work area, click the Tasks panel tab.
In the Tasks panel drawer, click the Manage Plans link.
In the Search Results region, from the Actions menu, select Create.
On the Create Plan page, complete the general information for the plan:
1. Enter a name.
2. (Optional) Provide a description for the plan.
3. Select the plan type.
4. Select a supply planning mode.
  
  Note: The Supply Planning Mode attribute is only available for a supply plan, demand and supply plan, or a sales and operations plan type.
  - Supply plan and demand and supply plan types: Options are Constrained and Unconstrained. Constrained is only available if you have opted in for Constraint-Based Supply Planning. Otherwise, the supply planning mode defaults to Unconstrained.
  - Sales and operations plan type: The supply planning mode defaults to Aggregate.
5. (Optional) Select the Enable for OTBI reporting check box to make measures from a plan available in Oracle Transactional Business Intelligence (OTBI) for reporting.
6. Select the owner.
7. Define the access level:
  1. Select Public to make the plan accessible for all users.
  2. Select Private to restrict the plan accessible to you and to a list of users that you want to provide access.
Based on the type of plan that you selected, complete the required information in one or more tabs (Scope, Demand, Safety Stock, and Supply).

If you’re planning to show archived measures in your plan, you need to set the duration in days for the archived time periods and enable viewing the past days on the plan table. See the View Planning Measures from Archived Time Periods topic to learn more.
Click Save and Close.