Create a Planning Level Profile

This topic explains how you create a planning level profile for use in your demand plans.

Note these points while creating a planning level profile:

• Your planning level profile must have a unique name.
• Your planning level profile can't be the same as another planning level profile that has the Enabled or Ready status.

  That is, your planning level profile must have a unique set of hierarchy-level combinations.

  If you're using your planning level profile to ignore the Customer dimension, you can't use another planning level profile for this purpose.

• For your planning level profile, you can select a maximum of three, unique hierarchies.

  You can select predefined hierarchies, user-defined hierarchies, or a mix of the two.

• For each selected hierarchy, you can select only one level.
• The selected hierarchies in your planning level profile should also be contained in the dimension catalog of the demand plan to which you'll attach the planning level profile.

1. In the Demand Management work area, on the Tasks panel tab, in Configuration, click Manage Planning Level Profiles.
   The Manage Planning Level Profiles page opens.
2. Click the Create icon.
   The Create Planning Level Profile dialog box opens.

   In the Status field, Draft is selected by default.

3. Provide a name and description for your planning level profile.
4. In the Dimensions section, click the Add Row icon.
   A row appears in the section.

   The Customer dimension is selected by default in the Dimension column, and you can't change the selection.

5. To ignore the Customer dimension in your demand plan, select the check box in the Exclude column.
   If you select the check box, you can't select hierarchies and levels for your planning level profile.
6. To select hierarchies and levels for your planning level profile, follow these steps:
   1. In the Customer: Details section, click the Add Row icon.
      A row appears in the section.
   2. In Hierarchy, select a hierarchy for the Customer dimension.
   3. In Level, select one of the available levels for the hierarchy.
      Except for the lowest Customer Site level, the other levels are available for selection.
   4. To add another hierarchy level, click the Add Row icon, and select a hierarchy and level.
7. Click Save and Close.

What to do next

After you've verified that your new profile meets your business requirements, select Enabled in the Status field.

Measure data is aggregated according to the profile when you submit it or all profiles in the Enabled or Ready status through the Aggregate Collected Planning Data scheduled process.