Manage Page Layouts

You can create and manage your page layouts. Use the Manage Page Layout action to modify the properties of your existing page layouts.

You access a plan interface page by opening a plan from the Manage Plans page in the Sales and Operations Planning work area.

This topic discusses how to do the following:

• Create a page layout

• Edit a page layout

• Manage a page layout

• Use the Plan Summary page layout

Create a Page Layout

Page layouts are reusable across plans, simulation sets, and plan inputs. You can create page layouts or copy and then edit a page layout to create page layouts that are tailored to specific business needs.

To create a page layout:

1. In the Navigator, click the Sales and Operations Planning work area.

2. Click the Plans panel tab.

3. In the Plans panel drawer, expand the Plans list.

   Open a plan for which you want to create a page layout.

4. From the Page Layout drop-down list, click Create.

5. Specify the following details and click Save and Close:

   • Enter a page layout name and description.

   • Select the access level as Public or Private.

     • Select Public to make the plan accessible for all users.

     • Select Private to restrict the plan accessible to you and to a list of users that you want to provide access.

     This creates an empty pane page layout.

6. Click the Change drop-down list and select any layout.

   For example, select a two pane horizontal layout.

7. Click Open and select the pane and add the content using the Open Table, Graph, or Tile Set dialog.

8. Click Save Layout.

Edit a Page Layout

You can edit an existing page layout in two ways:

• Use the Save button to save the current page layout as it's currently displayed. For example, you can change the current page layout from a one pane layout to two pane layout. The next time you use this page, the layout appears as a two pane layout.

• You can also change a page layout using the Manage action from the page layout drop-down list.

• You can't edit the predefined page layouts. You can copy and then edit the copy.

Manage a Page Layout

You can use Manage Page Layout to perform the following:

• Edit the page layouts that you created. You can move one pane to other using Manage page layouts. However, if you're using a public page layout, where you're not the owner, then you can't make changes to the layout. You can only set the layout to your default layout.

• Change the layout that's used as your default layout when you initially open a plan, simulation set, or plan inputs.

• Delete layouts that you created, but are no longer needed.

Use a Page Layout

The default page layout in Sales and Operations Planning is the Executive Review Summary. It contains a set of infotiles and high-level graphics that you can use to review the business value of a plan. Using tiles, you can view the key metrics of your plan. You can further drill to the predefined analytics from the tables or graphs displayed in this layout.

The Executive Review Summary page layout is the Executive Review Summary tile set report presented in a single pane layout. There are other predefined tile set reports, which are also known as plan summary dashboards. Sales and Operations Planning has a summary dashboard for each of the five standard stages of the sales and operations planning process:

• Product Review Summary

• Demand Review Summary

• Supply Review Summary

• Financial Review Summary

• Executive Review Summary

Using a summary dashboard, you can do the following:

• Measure the performance of a plan.

• Review plan information through the individual Key Performance Indicators (KPIs).

• Perform plan analysis using the contextual based navigation.

• Copy and configure the components of a plan summary layout for your specific need.

You also have the predefined Product Lifecycle Management page layout that you can use to manage product introductions and retirements.

You can use a page layout in an open plan by using the Page Layout drop down list.