Detailed Planning Manager

Administrators use Detailed Planning Manager to create detailed plans for low-level resource planning, such as personnel, CAPEX, fixed assets, and so on. These plans then, if desired, feed into standardFP&A Plus financial models, which work at the macro-level.

Who can use DPM

You must have the permission Detailed Planning Model Administration or Detailed Planning Manager.

To use a specific detailed planning model, you must be a model administrator for the associated detailed planning model or have at least Read permission.

The parts of DPM

The panel on the left side contains the three drawers that organize the functions of detailed planning:

  • Administration

    In the top drawer you define the model and its functional elements, such as attributes, calculations, scenarios, and security.

  • [The Detailed Planning Object]

    In the middle drawer you manage the data for the entity that you are planning for, and is named accordingly. For example, if you are doing personnel planning, your detailed planning object (DPO) is Employee. After you import the entity list, the entities appear in the panel as leaf members of a tree ordered on the Organization (Geography) dimension.

  • Schedules

    In the bottom drawer you create and maintain detailed planning schedules, which allow both you and end users to input data for detailed planning.

Does the order of the drawers have significance?

The order of the sections reflects the initial workflow:

  1. You use Administration to manage the details of the model that you created in the New Model Wizard.
  2. After you import the entities (for example, a list of employees) to the model, you use the DPO section to edit their details and to add more DPOs.
  3. With your model set up, you use the Schedules section to create data entry forms, which end users (for example, department managers) use to add, edit, and review the object data.

Open DPM

  • Click the logo at the top-left corner and select Detailed Planning Manager, and if necessary select the model.

 Tip:  You can open multiple instances of DPM, but each must be for a different model.

Save your changes

Regardless of the part of the model you are working on, you always save your work in the same way.

  • Click Save.

     Note:  The Save command saves your edits but does not send them to the model (and thus does not interrupt access to it for other users). To update the model with your changes, you must use the Post Data command.

Post data to the model

  1. Click Post Data.

  2. Select the Scenario and the target model(s).
  3. Click OK.

 Note:  You can also post data from your Detailed Planning Model to a FP&A Plus model using Process Manager's DP Post process. Either way, the process created is the same and offers the same posting options. Posting processes DPO data for a specific scenario (runs actions, calculations, and allocations) and consolidates and moves the results to the Detailed Planning model and/or the finance model.