Redwood: Analyze Build Plan with Additional Capabilities

Welcome to the demo of the 25D Redwood analyze build plan with additional capabilities in supply chain plannings, supply planning. With this feature, you can analyze your supply chain using the Redwood build plan visualization. This gets you a comprehensive view of the supply chain, including end items, selected key components, resources, and suppliers.

Build plan provides end-to-end supply chain visibility, allowing you to track component usage, resource, and supplier requirements in a single worksheet. This makes it easy to identify shortages and take corrective action, which then gives planners the ability to easily get to bottlenecks in the supply chain and address them.

Let me walk you through a quick demo of the Redwood version build plan. When you first open build plan in standalone mode, you'll need to specify which items or category of items that you want to see the build plan for. If you drill into build plan bringing context with you, then this message is skipped and the build plan is displayed for the selected drill to context.

For this demo, I'm going to pick an item. I'll click on the item filter chip and then I'll key in eng to see the item I'm interested in. I'm going to go ahead and select the MK-ENG computer item. I could select more items, but right now, I'm just interested in the computer item, so I'm going to go and click outside the dropdown to apply the filter.

The build plan is displayed using the predefined all items criteria, which is currently the default. The all items criteria displays all component items at the next level down in the item structure. I however, want to see just the critical components and any overloaded resources or suppliers at all levels down in the item structure.

To do this, I'm going to create a new criteria. First, I need to select the criteria action from the Actions menu. In the criteria panel, I can see that the only criteria that exists is the predefined all items criteria. I'm going to go ahead and create a new criteria by pressing the Create button.

I'll start by giving my criteria a name. I'll enter critical components and overloads for the name, and I'll provide a more detailed description. I'll also change my criteria to public so it can be used by other planners. I don't want to keep the default level of next level down, I want to select all levels down. Let me open the default level pull dropdown menu, and I'll select all levels down from the dropdown menu.

I want to include only items that are critical components, so I'm going to select the Add attribute button. Then I'll open up the attribute pull dropdown menu, select critical component. And then I'm going to select the critical components value.

I only want to include items where the critical component attribute is set to yes. Next, I'll scroll down to see the rest of the new criteria panel. I'll select the Add attribute button under the resource selection section. I want to select the overload attribute. And then select Yes, so we only see overloaded resources.

Let me repeat this process with suppliers. I'll press Add attribute. Then I'll pick the overload attribute. I'll select Yes to only see suppliers whose capacity is overloaded.

Now that I've specified the criteria, I'll press the Create button. The system displays a toast message confirming the criteria was created. Here we see the criteria I just created is listed in the criteria panel. Let's close the panel, so we can use the new criteria. I'll go ahead and select the criteria I just created.

After applying the criteria I just created, we can see that there's two items that are critical components and one resource that's overloaded. However, there's only a minimum of measures being displayed. That's because application default is the current view. I'll set up a view that gives us a more granular view.

I'm demoing using a smaller browser window, so I'll need to scroll the toolbar to the right to get to the Edit View icon. Now I can select the Edit View icon. The view drawer opens the details of the current view. For now, the changes I'll be making are going to be temporary, later, I'll save the changes to make them permanent.

Based on working with measures and other tables, I already know what measures I want to include in the build plan. In addition to the measures that are already selected, I want to add the on hand planned orders and projected available balance item measures to the view.

I entered on hand into the search text and pressed Enter. Then I'll select the on hand measure. Let me repeat this process for the other two measures.

I'll clear out my search criteria to review the item measures I've selected. I want to arrange the order of the measures, so that total demand is first, followed by the supply measures, and then projected available balance. First, I'll grab the total demand measure using what looks like an equal sign and drag it up to the top of the list. Then I'll repeat this process for the other measures.

Now the item measures are in the desired order. Next, I want to add the resource availability and resource utilization measures to the view. I'll enter availability into the search field and press Enter. Then I'll select the resource availability measure.

Next, I'll search for resource utilization and select that measure. I've cleared out the search criteria, and now I just want to see the measures that's been selected, so I'm going to click on the Show all button. And then I'm going to choose Show selected.

I'll scroll down to see if I need to rearrange any of the selected measures. Everything looks good, so I'll press the Apply button. Now that I've seen the results, I just realized I also wanted to change the time bucket from period to week. Let me go back and do that.

I'll select the Edit View icon again. Then click on the time tab. I'll select week instead of period, and then I'll press Apply. This looks good. However, before I continue, I want to save this view, so I can reuse it. I'll do that by selecting the Save View action under the Actions menu.

I'll go ahead and give my view a name and a description. I'll leave the other options as is and press the Save button to permanently save my new view. The system displays a confirmation message that the view was created. Notice that the view I just created shows up as the selected view. The build plan contains the measures I selected in the view and I'm seeing the weekly buckets.

Now let's look more closely at the data. You can see that the MK Comp R3 resource is overloaded in the week of January 14th. I'll go ahead and adjust the resource availability to get the resource utilization under 100%. I've double clicked to select the resource availability cell value.

Let me increase the resources availability to 500 hours, and then tab to the next cell. Notice that even though I've increased availability, the utilization is still the same. I need to press the recalculate now button to have the system recalculate the resource utilization measure. I'll go ahead and do that now.

Now we see that the resource utilization is under 100%, let me go ahead and add a note explaining the change I made. I'll select the cell I edited and then click on the Notes icon in the toolbar. Once the notes panel opens, I'll select the Add button. I'll quickly draft a note.

In my haste, I've made a spelling mistake and used some abbreviations. Let me press the AI Assist button to have it Polish up my note. Now the text looks much better. Let me go ahead and save this note and close the drawer.

Notice that I'm not seeing any Notes icon in the edited cell. This is because by default the Notes icon isn't displayed. I need to turn on notes from the More Actions menu. Now that notes have been turned on, the cell shows the Notes icon. To view notes, you can simply click on the Notes icon, or you can select the cell and click on the Notes icon in the toolbar.

You can also access notes by using the right click context menu. Let's see what that looks like. The items that appear in the context menu is dependent on the selected cell or cells. For example, I clicked on an editable cell, so the context menu shows options to edit, cut, or paste values into the cell. These actions wouldn't be available if the selected cell wasn't editable.

This concludes the demo. Please check out the 25B and 25C Oracle Supply Planning what's new documents for more information on the Redwood version build plan. Thanks for watching.