Manage Page Layouts in Supply Planning

You can create and manage your page layouts. Use the Manage Page Layout action to modify the properties of your existing page layouts.

You access a plan interface page by opening a plan from the Plans section of the Tasks pane in the Supply Planning work area.

This topic discusses how to do the following:

• Create a page layout

• Edit a page layout

• Manage a page layout

• Use the Plan Summary page layout

Create a Page Layout

Page layouts are reusable across plans, simulation sets, and plan inputs. You can create page layouts or copy and then edit a page layout to create page layouts that are tailored to specific business needs.

Follow these steps to create a page layout:

1. In the Supply Planning work area, click the Plans panel tab.

2. In the Plans panel drawer, expand Plans list. Open a plan for which you want to create a page layout.

3. From the Page Layout drop-down list, click Create.

4. Specify the following details and click Save and Close:

   • Enter a page layout name and description.

   • Select the access level as Public or Private.

     • Select Public to make the plan accessible for all users.

     • Select Private to restrict the plan accessible to you and to a list of users that you want to provide access.

     This creates an empty pane page layout.

5. Click the Change drop-down list and select any layout.

   For example, select a two pane horizontal layout.

6. Click Open and select the pane and add the content using the Open Table, Graph, or Tile Set dialog.

7. Click Save Layout.

Edit a Page Layout

You can edit an existing page layout in two ways:

• Use the Save button to save the current page layout as it's currently displayed. For example, you can change the current page layout from a one pane layout to two pane layout. The next time you use this page, the layout appears as a two pane layout.

• You can also change a page layout by using the Manage action from the page layout drop-down list.

• You can't edit the predefined page layouts. You can copy and then edit the copy.

Manage a Page Layout

You can use Manage Page Layout to perform the following:

• Edit the page layouts that you created. You can move one pane to other using Manage page layouts. However, if you're using a public page layout, where you aren't the owner, then you can't make changes to the layout. You can only set the layout to your default layout.

• Change the layout that's used as your default layout when you initially open a plan, simulation set, or plan inputs.

• Delete layouts that you created, but are no longer needed.

Use the Plan Summary Layout

Plan Summary is a predefined page layout that contains a set of tiles and high level graphics you can use to review the business value of a plan.

Using the Plan Summary layout, you can do the following:

• Measure the performance of a plan.

• Review plan information through the individual Key Performance Indicators (KPIs).

• Perform plan analysis using the contextual based navigation.

• Copy and configure the components of the Plan Summary page layout for your specific need.

The structure of the Plan Summary layout is a predefined set of tiles, also referred to as infotiles. Using tiles you can view the key metrics of your plan. You can further drill to the predefined analytics using the following tables or graphs:

• Revenue and Margin

• Inventory Turns

• Demand at Risk in thousands

• Rescheduling Exceptions