4.2.1 Planning by Planning Center & Product

When you initially navigate to Balance Sheet Planning > Financial Planning and Forecasting > Planning, the Planning by Planning Center and Product interface is presented by default. You can toggle the drop-down list box in the upper right-hand corner to navigate to the Planning by Product Hierarchy interface.

From the default Planning by Planning Center & Product interface, you can select one or more Planning Centers that you want to work with, and you can drill into details within the Planning Points form. This detailed Planning Points form presents Product/Currency combinations for each of the Planning Centers that you selected within the Planning Center Statistics container. Both the Planning Center-level and the Planning Points-level provide "focus" elements that allow you to narrow the data that is presented to you. Your focus elements generally are preserved as you navigate between the two levels.