Review Supplies and Demands with Project Pegging

After you run a project-specific supply plan, you can navigate to the plan and review the plan details.

Follow these steps to navigate to the plan:

From one of the Supply Chain Planning work areas, click the Task drawer and select Manage Plans.
Select your project-specific plan, click Actions, and then click Open.
On the Edit Plan page, click Open.
In the Open Table, Graph, or Tile Set page, search for the Items, Supplies and Demands, or Exceptions table.
Select the table and click OK to open the table and review plan details.

Review Plan Details

You can review these details of your project-specific plan:

Plan Detail	How You Review the Plan Detail
Pegging relationships between supplies and demands of the item	Navigate to the Supplies and Demands table to review pegging of project demands and supplies. Here's how you can review the plan: Review how the planning process shared project supplies across demands of the same project or demands of multiple projects of the same project group. Analyze how supplies of the end item and their components are pegged to sales orders and forecasts. Select a demand and view supplies pegged to the demand. You can identify the attribution on the pegged supplies for a project demand. Understand how the planning process applied the netting sequences in your project-specific plan to satisfy project demands.
Sharing of project supplies	The planning process shares project supplies across project demands based on the netting rule associated to the plan. You can select a supply and review its pegged quantity across various project demands. Here's how you can review the plan: Review how the planning process shared project supplies across demands of the same project or demands of multiple projects of the same project group. Analyze how the attribute-based netting sequences influenced pegging of supplies across various task demands within the same project or across various project demands within the same project group. You can review the shared quantity for each demand from the pegged quantity of the project supply.
Exceptions	Exceptions are key elements to evaluate and improve your plan. After you run a project-specific plan, view the exceptions to understand the quality of the plan and to get visibility of key problem areas. In the Exceptions table, you can review project group, project, and task details in these order-related exceptions: Demand Quantity Not Satisfied Demand at Risk Due to Insufficient Lead Time Demand at Risk Due to Resource Shortage Demand at Risk Due to Supplier Capacity Shortage Late Replenishment for Forecast Late Replenishment for Sales Order Late Supply Pegged to Forecast Late Supply Pegged to Sales Order Orders to be Canceled Orders to be Rescheduled In Orders to be Rescheduled Out Orders with Insufficient Lead Time Past Due Orders Past Due Sales Orders You can search orders in an exception for a specific project group, project, and task. You can include project group, project, and task in your search on the Exceptions table using the Add Fields option.
Build Plan view	Capabilities in the Build Plan view for plan supplies and demands in attribute-based planning: View project group, project and task attributes for orders in the Build Plan view. Drill to from build plan supports the planning attribute combination to Supplies and Demands or Exception user interfaces. View the project group, project, and task attributes details for a combination by selecting a cell and clicking Show Details. Options in Highlight Related Cells list in a build plan are supported with the project group, project, and task attribute values.
Order Comparison view	Capabilities in the Order Comparison view for plan supplies and demands in attribute-based planning: View the project group, project, and task attributes for orders in the Order Comparison view's Changed Demands and Changed Supplies tabs. Search the project group, project, and task attribute values with query by example for planning attributes. Drill to other supply planning user interfaces and planning analytics with the project group, project, and task attributes.
Demand Fulfillment view	Capabilities in the Demands Fulfillment view for plan supplies and demands in attribute-based planning: View the project group, project, and task attributes for orders in the Demand Fulfillment view for at-risk demands and recommendations. View the project group, project, and task attributes in Expedite Buy Orders, Expedite Make Orders, and Expedite Transfer Orders in recommendations in the Demand Fulfillment table. Search the project group, project, and task attribute values with query by example for project group, project, and task attributes. Drill to other supply planning user interfaces and planning analytics with the project group, project, and task attributes.
Items with a Shortage in a Project Task	The Items with a Shortage in a Project Task exception is a project-specific supply planning exception that evaluates item shortages in a specific project and task. The planning process calculates this exception for a project and its associated tasks for an item and assists in analyzing item shortages and resolving project demand shortages issues. The exception calculation can be controlled by providing threshold details. This exception appears in the same circumstances as the Items with a Shortage exception. However, in this exception, the planning process uses only the supplies and demands that belong to a project and task. You get the following details in this exception: Organization Item From Date: The start date of the planning time bucket with shortage quantity in a project and task. To Date: The end date of the planning time bucket with shortage quantity in a project task. Shortage Days Project group Project Task Note: To generate this exception, you must include the exception in the exception set that you associate to your project-specific plan.

Analyze Project-Based Plan using Project Dimensions

Here’s how you can analyze a project-based plan using project dimensions:

The project group, project, and task attributes are displayed as levels of a the project hierarchy in a pivot table, graph, or tile for analysis.
Measure values are aggregated if the values are viewed at aggregate levels in the project hierarchy, such as project or project group.
Edits performed at the aggregate level in the project hierarchy at project group or project for editable measures are disaggregated to the lowest level combinations available in the plan.
The supplies and demands with no task and project control level as a project are displayed with the task-level member as NO TASK ASSIGNED in planning analytics.

Refer to the Planning Attributes section of the Attribute-Based Planning chapter for additional information on the association of measures in a measure context and deploying the measures for an attribute-based plan.

Simulate Project Demand and Supply

You can perform simulations by changing or editing data in your project-specific plan to understand impact of changes on your plan and evaluate various what-if scenarios. After simulation, you can use the plan comparison capability to compare the proposed plan with an existing base plan.

You can simulate these aspects of you project-specific plan:

The effect of editing the project group, project, and task for planned orders. You can use mass editing capabilities to edit a set of planned orders for simulation.
The effect of date and quantity updates to project-specific supplies such as work order, purchase order, or transfer order.
The effect of creating a manual demand, planned order, or on hand with project and task attributes. To create the manual order, click the Create icon on the Supplies and Demands page, and select the source type in the Create Order dialog box. When you select the project group, project, and task, the planning process retains their relationships for the order.

Run the plan with the Do not refresh with current data option selected to see the results of your simulation. The planning process refers to the attribute-based netting rule of the plan to perform netting and creates supplies.

You can use the Edit in Spreadsheet option to edit project groups, project, and task for planned orders, manual demand, or on hand and then perform simulation. You can also edit gross forecast, net forecast, planned order, or manual demand measure values in a pivot table. Here's how it works:

When you edit a cell containing an existing measure value, the spread will be same as prior updates. The updates are spread across underlying combinations irrespective of whether the net forecast, gross forecast, planned order, or manual demand has a project and task or not.
When you edit a cell containing a null value, planned orders are created without a project and task. You can navigate to supplies and demands view from the pivot table and add project group, project, and task.