Manage a detailed plan

In Detailed Planning Manager, the Administration drawer is for managing the detailed plan. You can use this drawer to change some but not all attributes of the plan.

 Note:  The Administration drawer is unavailable when the Detailed Planning model or its linked model(s) is offline.

The Plan Properties page is divided into three sections:

Detailed Plan

In the Detailed Plan section, you can manage some basic attributes of the model (except for Plan type, which cannot be changed).

Change the model name

  1. Select Administration > Plan Properties.
  2. Edit Plan name.
  3. Save.

Time members format

You can specify the format for Time members.

  • From Display time members as, select an option.
  • To define a custom display format, select Custom and click the Custom button.

 Note:  This setting affects the grid headers in the following areas: Global Vectors , the DPO's Summary and Input tabs, and the Lookup calculation's Calculation Details tab.

DPO Automatic IDs

If this setting is turned on, when a user manually adds a Detailed Planning Object profile, a system-generated key automatically appears in the ID attribute and cannot be edited; after the user saves the profile, the ID becomes fully editable. You can turn this feature on or off at any time.

  1. Go to Administration > Plan Properties.
  2. Select Auto-generate IDs.

  3. Optionally, type a Prefix and Description.

     Note:  If you change the existing prefix, Detailed Planning Manager resets the ID counter to 1, or to the lowest number that provides a unique ID.

What is a prefix?

Automatic IDs can include a prefix, consisting of up to 20 characters, numbers, and symbols. The prefix is added in front of all generated ID numbers.

 Example:  If the prefix is Emp-, the first ID generated will be Emp-1, followed by Emp-2, Emp-3, and so on.

Do automatic IDs affect the DP Import process?

Turning on automatic IDs does not affect the DP Import process—that is, you still need to ensure that the data for import includes ID values.

Detailed Planning Model

The Detailed Planning Model section identifies the model and the default scenario.

 Tip:  The model name must stay the same, however you can change the Default scenario setting here.

Change the Organization dimension

The Organization dimension controls how the DPOs are sorted in Detailed Planning Manager's DPO drawer.

  1. Go to Administration > Plan Properties.
  2. In the Detailed Planning Model section, select from Organization dimension.
  3. Save.

Control auto posting of workflow schedule data

You can turn on/off automatic posting to the DP model and/or a linked finance model when users submit workflow data through DP schedules.

  1. Go to Administration > Plan Properties.
  2. In the Detailed Planning Model section, select from Submitting workflow schedules; the options are:
    • Do not automatically post data
    • Automatic post to both detailed planning and linked models
    • Automatic post to only the detailed planning model
    • Automatic post to only the linked model
  3. Save.

Keep scenario-less DPOs

Normally, once a DPO is no longer part of any scenario (typically because the scenario has been deleted), the DPO is automatically deleted the next time you post data to the detailed planningmodel. To retain these DPOs use the option below.

  1. Go to Administration > Plan Properties.
  2. In the Detailed Planning Model section, turn on Keep legacy [DPO Name].
  3. Save.

Linked Model

In the Linked Model section, you can optionally link the detailed planl to any other detailed plan, excluding other detailed plans and financial consolidation models.

Manage the other elements in the detailed plan

The other elements that make up a detailed plan (allocations, attributes, calculations, and so on, appear below Plan Properties:

To learn about managing these elements, see the topics listed under Set up a detailed plan.