How You Configure a Project-Specific Supply Plan

To configure plan options for a project-specific supply plan, follow the standard procedure you use to configure your supply plans. The only additional setup you need to perform for the project-specific supply planning is to associate an attribute-based netting rule with the plan.

You get the option to associate attribute-based netting rules to the plan only when you have the Project-Driven Supply Chain and Plan Project-Specific Supply features enabled.

To plan project-specific supply, your plan must be in Unconstrained supply planning mode.

High-Level Steps to Configure a Project-Specific Supply Plan

Let's look at the high-level steps to configure a project-specific supply plan:

  1. Start by creating a new plan or copying an existing plan. Ensure that the supply planning mode for the plan is Unconstrained.

  2. Complete the required information on the Scope, Safety Stock, and Supply tabs based on your business needs.

  3. To make the plan project-specific, associate a netting rule with the plan. Select the netting rule on the Supply tab. To search a netting rule, ensure that you select planning attribute-based as your netting rule type with other search operators.

  4. Save your plan option settings.

You can get more information about how to create a plan, copy a plan, configure different plan options, or run a supply plan in the Supply Plans chapter of the Using Supply Planning guide.

Key Points to Consider for Plan Option Configuration

Here are the key points to consider when you configure your plan:

  • A project-based plan is configured to group buy planned orders by project. When you associate a planning attribute-based netting rule with project group, project and task, the Requisition load group by option in the Supply: Advanced Options dialog box is automatically set to Project.

  • Safety stock override is possible only for common safety stocks.