Copy Plan

Use the Copy Plan scheduled process to create a copy of an existing plan that includes the plan data.

Copy Plan types:

• Copy plan with a reference to the base plan
• Copy plan with no reference to the base plan

When to Use

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 defining a new plan.

Privileges Required

• Edit Plans (MSC_EDIT_PLANS_PRIV)

Specifications

Review these specifications before setting up this scheduled process:

Specification	Description
Job Type	Can be run at any time or as a scheduled job.
Frequency	Can be run on an as-needed basis.
Time of Day	Can be run on an as-needed basis.
Duration	Depends on the parameters you select.
Compatibility	You can't run the base plan from which you're copying.

Parameters

Parameter	Optional or Required	Description	Parameter Value	Special Combinations Required	Notes
Type	Required	Type of base plan to copy	Demand Plan Demand and Supply Plan Replenishment Plan Sales and Operations Plan Supply Plan	None
Plan to Copy	Required	Base plan to copy		None	The plan from which data is copied.
Copy Type	Required	Specifies if you want to reference the base plan	Reference the base plan when copying the plan: When you duplicate the plan with a reference to the base plan, open the plan you copied to make desired edits before you run the plan. 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.	None	NA
Name	Required	Name of the copied plan	Enter a name for copied plan.	None	NA
Description	Optional	Description of the copied plan	Enter a description for copied plan.	None	NA
Access	Required	Access level of the copied plan.	Public: Makes the plan accessible for all users. Private: Restricts plan access to you and to the list of users that you specify.
Users	Optional	Users who can access the copied plan. It is enabled if the access is set to Private.	Select users from the Available list in the UI.	None	NA
Owner	Required	Plan owner	Defaults to User ID.	None	NA
Load plan after copy	Optional	Select this check box to load the copied plan to memory.	Clear or Selected	None	This check box isn't available for the Demand Plan or Sales and Operations plan types.
Include archives	Optional	Select the Include archives check box to make a standalone copy of your plan, which includes archived measures.		None	The Include archives check box is available only when: You select the Enable for archiving check box in the Scope: Advanced Options dialog box in the plan options. You select Copy all plan data with no reference to base plan as the copy type in the Duplicate Plan dialog box.

Troubleshooting Information

• Deleting or rerunning the base plan using the Refresh with current data option invalidates plans you copy from the base plan.
• For approved sales and operations plans, you can create a full backup copy of your plans at the end of every planning cycle using the Copy all plan data with no reference to base plan option.
• You can view the status of the Copy Plan operation in the Scheduled Processes work area.
• The validation errors and warning messages that prevented the Copy Plan scheduled process from completing display in the error log.
• Interactive warning validations are not performed.
• After you submit the scheduled process, you can perform any of these tasks in the Scheduled Processes work area:
  • Resubmit it
  • Put it on hold
  • Cancel the process
  • Release the process
• If the job fails:
  • Review the error messages in the log file.
  • If the reason for the failure isn’t clear from the logs, review the diagnostic logs and contact product support for more help.