Create Build Plan Criteria

When you open the Build Plan table for the first time, you might see an empty plan layout. Use the Criteria drop-down list in the Build Plan toolbar to create criteria or manage existing criteria.

Create a criteria to select an item, category, or resource. You can set this criteria as the default criteria for all other plans.

Follow these steps to create a Build Plan criteria.

1. Open your plan:

   1. In the Navigator, click the Supply Planning work area.

   2. Click the Tasks panel tab.

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

   4. Search for and open your plan.

2. Open the Build Plan table:

   1. From your plan, click the Open button.

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

   3. Select Build Plan and then click OK.

3. From the Build Plan table, click the Criteria list and then click Create.

4. In the Create Criteria dialog box:

   1. Enter values for Name and Description.

   2. Select Public or Private for the type of access.

   3. Select the Favorite check box to use this criteria for all of your plans.

   4. Select the criteria as either Item, Category, or Resource.

      • If you selected Item, then select an item and organization from the list. Organization is optional.

      • If you selected Category, then select a catalog and category from the list.

      • If you selected Resource, then select a resource from the list.

5. Click Save and Close.