Copy a Plan

You can create plans and then duplicate them to save time and perform planning activities incrementally.

For example, you have defined the line of business associated with an existing plan, such as organizations and items. You can create a copy from that existing plan rather than define a new plan.

Use the Duplicate procedure to:

• Create a copy of an existing plan that includes the plan data.

• Create only a copy of plan options.

Use these steps to copy a plan.

1. Navigate to the Duplicate Plan dialog box:

   1. In a Supply Chain Planning work area link, click the Tasks panel tab.

   2. In the Tasks panel drawer, click the Manage Plans link.

   3. Enter the search parameters and click the Search button.

   4. In the Search Results region, select the plan that you want to copy, click Actions, and then select Duplicate.

2. In the Duplicate Plan dialog box, complete the following information for the plan:

   1. Select a copy type:

      • Copy plan options only: The planning process copies plan options to the duplicate plan, but not the plan data.

        Typically, when you duplicate the plan with the Copy plan options only option, the next step is to edit the plan options before running the plan.

      • Copy plan with reference to base plan: When you duplicate the plan with reference to the base plan, the next step is to open the copied plan as you're likely to make edits before running the plan. On the Manage Plans page, the Copied From column displays the name of the plan that you copied from.

        Caution: If you delete the base plan or rerun the base plan with the Refresh with current data option, plans copied from the base plan become invalid.

      • Copy all plan data with no reference to base plan: The planning process makes a full, standalone copy of the plan, which can include archived measures. For approved sales and operations plans, this option enables you to create a full backup copy of your plans at the end of every planning cycle.

        On the Manage Plans page, the Copied From column is empty for the new plan because it's a standalone copy of the base plan. Therefore, there's no reference to the base plan.

        The Copy all plan data with no reference to base plan option isn't available for demand plan types.

   2. Enter a name and a description.

   3. Define the access level:

      • 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.

   4. (Optional) Select the Load plan after copy check box to load the copied plan to memory. This check box isn't available for demand plan or sales and operations plan types.

   5. Select the owner.

   6. (Optional) Select the Include archives check box to make a standalone copy of your plan that includes archived measures. The copies of the archived versions are relabeled to remain consistent with the new plan name. This relabeling applies to both scheduled and ad hoc archive versions.

      The transaction history of when archived versions were created in the original plan isn't copied to the new plan. However, the new archived version names retain the date stamp and sequence number of when the archives were originally run.

      The Include archives check box is available only when:

      • The Enable for archiving check box is selected in the Scope: Advanced Options dialog box in the plan options.

      • The Copy all plan data with no reference to base plan is selected as the copy type in the Duplicate Plan dialog box.

3. Click Save and Close