Actions to Manage Your Plans

The Actions menu on the Manage Plans and the Edit Plan pages are integrated plan management pages for all plan types. When you open the Edit Plan page, note that only the plan name displays in the heading.

Note: Not all action options are available on both the Manage Plans page and the Edit Plan page. For example, the Compare action is only available when you're in an open plan on the Edit Plan page. Also, not all action options are available for all plan types or work areas. For example, the Planning Central work area doesn't include Archive, Compare, or Copy to Simulation Set in the Actions menu.

The following table lists the available options in the Actions menu and the description of each option.

Action	Description
Approve	Initiate and complete the approval process for a plan. When you rerun the plan, the Approved status is removed from the Approval Status column.
Archive	Archive a plan.
Cancel Compare	Cancel the comparison of plan data.
Close	Close a loaded plan from memory. This option isn't available for Demand Plan types.
Compare	Compare plan data with another plan.
Copy to Simulation Set	Open the Copy to Simulation Set dialog box to copy plan data to an existing simulation set. Plan data includes items, resource availability, bill of resources, and so on. This option is available only for Supply Plan and Demand and Supply Plan types.
Create	Open the Create Plan dialog box where you can define the plan options for your new plan. Depending on your plan type, define the scope, demand, safety stock, and supply options. The Safety Stock tab isn't available for Sales and Operations Plan types.
Delete	Delete a plan and its archive versions. This irrevocable action purges the plan from memory and the database.
Duplicate	Create a copy of an existing plan to leverage previously defined plans or to perform what-if simulation analysis. You can decide whether you want to copy only the plan options or copy the plan options including plan data.
Edit Plan Options	Open the Plan Options dialog box where you can edit your plan options. Depending on your plan type, you can change the scope, demand, safety stock, and supply options.
Export	Export the data from the Search Results table on the Manage Plans page to a spreadsheet.
Export Plan Data	Extract all multidimensional plan data from a plan into a set of files for offline reporting and analysis.
Load	Load the plan into memory. This option is available only for Supply Plan, Sales and Operations Plan, and Demand and Supply Plan types.
Manage Tables, Graphs, and Analysis Sets	Open the Manage Tables, Graphs, and Analysis Sets dialog box. You can search for tables, graphs, tiles, tile sets, and analysis sets and manage them.
Open	Open the Edit Plan page for an existing plan. Note that only the plan name displays in the page heading.
Publish Order Forecast	Starts the Publish Order Forecast job. You can publish the order forecast without saving the plan to the database. This option is available in the Actions menu on the Items, Supplies and Demands, and Manage Plans page. This option is available only for Supply Plan, and Demand and Supply Plan types.
Publish Data	Export measure data from a plan based on a pivot table. You can export the data available in planning data measures at any aggregation level based on an existing pivot table to a file in a comma delimited (CSV) file format.
Release	Release the plan from the Supply Chain Planning work area to another plan execution system. This option is available only for Supply Plan, and Demand and Supply Plan types. The Release action integrates Supply Chain Planning with other plan execution systems by publishing approved planning recommendations to execution systems. These plan recommendations can be in the form of new planned orders, rescheduled existing supplies, and canceled existing supplies.
Request Approval	Request approval of a plan. This option is available only for Sales and Operations Plan types.
Reset Approval Status	Reset the approval status. This option isn't available for Supply Plan types.
Review Plan Messages	Open the Review Plan Messages tab to review the warning and error messages generated by the planning processes, such as forecast generation and supply plan generation. You can also review the recommendations to address the warning and error conditions.
Run	Run the plan and generate data. When you click Run, the Run Plan dialog box opens. In the Run Plan dialog box, you can select data refresh options, scope options, and demand and supply plan run options to generate planning data.
Save Plan to Database	Save the plan from the memory to the database. The benefit of saving a plan to the database is that you can perform plan analysis without first loading the plan. This option is available only for Supply Plan and Demand and Supply Plan types.
View Status Details	Open the Plan Status Details dialog box to view all of the actions performed by any user for the selected plan. You can also export status details to a spreadsheet.