Checklist to Set Up Project-Specific Supply Planning

Use this checklist to set up your project-specific supply planning correctly:

Item	Details
Collect data required for project-specific supply planning.	Ensure that the Project-Driven Supply Chain and Plan Project-Specific Supply features are opted in to before you collect project-specific planning data. Run collections to collect data from the Oracle Fusion source system or external source systems, including Oracle E-Business Suite, to the planning data repository.
Create Project Groups.	Create project groups on the Manage Project Groups page and associate projects and task designators to the groups. You can also collect project groups using the FBDI file.
Define Attribute-Based Netting Rules.	Define your attribute-based netting rules on Manage Attribute-Based Netting Rules page.
Define assignment set for project-specific supply planning.	Define the assignment set to enable the planning process to: Search for supplies across various supply sources. Create make, buy, or transfer planned orders with project and task.
Ensure that the items that take part in project-specific supply planning have the hard pegging level value set to Project and Task, Project, or Project Group.	Items can participate in project-specific supply planning only when the hard pegging level is set to a value other than None.
Assign attribute-based netting rule to your project-specific plan.	To make a plan project-specific, you need to assign an attribute-based netting rule to the plan. You can assign the default netting rule or the netting rule you created based on your business needs.