Create an Aggregate Build Plan Layout

When you work in the Aggregate Build Plan table in a Sales and Operations Planning work area, there is a predefined layout to display certain measures for items and resources.

You can select which end items, components, and resources to display by first setting up criteria. Next, you can create your own layout with preferred measures to display and for which time levels to display for the end items, components, and resources. You create your own layout by using the Manage action from the Layout choice list in the Aggregate Build Plan dialog box. You can set this layout as the default layout for all other sales and operations plans.

Follow these steps to create an Aggregate Build Plan layout.

1. Open a Sales and Operations plan:

   1. In the Navigator, click the Sales and Operations Planning work area.

   2. Click the Tasks panel tab.

   3. In the Tasks panel drawer, click Manage Plans.

   4. Search for and open your plan.

2. Open the Aggregate Build Plan table:

   1. Click Actions.

   2. In the Open Table, Graph, or Tile Set dialog box, search for Aggregate Build Plan.

   3. Click OK.

3. In the Aggregate Build Plan view, click the Layout list and then click Manage.

4. In the Manage Layouts dialog box, click the Add button and do the following:

   1. Enter the values for Name, Description, Access, and Time fields.

   2. Optionally, select the Default check box to make this layout the default layout.

5. In the Details section in the Manage Layouts dialog box, select your preferred measures in the Available column and move them to the Selected column for the following subtabs:

   • End Item Measures

   • Component Measures

   • Resource Measures

   • Supplier Measures

6. When done, click Save and Close.