Plan tab

This tab provides a questionnaire to aid in the planning process and provides the narrative documentation to support your forecast, such as the narrative behind the numbers. Using the questionnaire is a great way to ensure that you are discussing the right topics during the forecast process.

On this tab, document what is important about this rolling forecast update and provide answers to questions requested by the leadership team so that the responses can be referred to during the review process.

To use this tab:

1. Open the desired plan file.
2. In the plan file navigation pane, double-click Complete Operating Plan.
3. Type your answers in the blue input cells. If you need more space than is provided, use the Double click to Insert New Entry option to add a new line. You can add up to 5 additional lines.

4. In the Main ribbon tab, click Save.

   

For the answers from the Plan sheet to save back to the database, you need a valid RFID, RFCode and RFGroup Dimension. The plan file assigns default codes for both the RFID and RFCode dimension tables where these comments will be stored so that reports can be written to summarize these comments for senior management review. The RFGroup Dimension gets assigned from the plan file where you wrote your comments.

Administrators create questions for this tab in the Planning Questions tab of the Drivers utility. If the questions are defined by RFPlanGroup, they will be sourced from the corresponding RFPlanGroup for the selected scenario. If not defined by RFPlanGroup, the questions will come from the global block for the selected scenario.

This tab can be hidden or made visible using the options in the Visibility Options tab of the Configuration Utility.