Overview of the Sales and Operations Planning Work Area

Use the Sales and Operations Planning work area to configure, view, and analyze your real world business processes.

You can use the Sales and Operations Planning work area to do the following:

• View multiple plans and plan inputs simultaneously.

• Use predefined page layouts or create page layouts to view plan data tailored for your organization.

To access the Sales and Operations Planning work area and open a plan:

1. In the Navigator, click the Sales and Operations Planning link.

2. In the Sales and Operations work area, click Manage Plans from the Tasks drawer.

3. On the Manage Plans page, use the search feature to locate an existing plan.

4. Select the plan and click Actions.

5. Select Open to open the Edit Plan page for your plan. Your plan name appears in the Edit Plan page header.

The Edit Plan page consists of two main areas:

• Header

• Configurable pane

Header

The header area contains the page layout information and actionable buttons, such as Save Layout, Change, Open, Actions, Save, and Cancel. The header area displays the plans, simulation sets, and plan inputs that are currently opened.

You can create your own page layout or use the predefined layout. The Executive Review Summary tile set is the default layout for Sales and Operations Planning when you open or edit a plan. You can also save a layout so that every time you open the Edit Plan page, the saved layout opens.

Configurable Pane

You can display the content of your plan in the configurable pane area, which is located below the header area. You can add multiple panes on the page to display your content. The Page Layout drop-down list in the header area determines the number of panes in your planning interface page.