Do not enter a location if you are planning courses for multiple locations simultaneously. You assign the course you are planning to a location when you edit the demand data (specification of a location is a required entry at this point).

As a result of your time specifications, it may happen that no suitable date can be found or fewer than required to meet the demand.

Assign a schedule to the course. To do so, choose either Copy to transfer the schedule defined for the course type or Create to define your own schedule.

If the course type does not have a schedule, a dialog box appears where you can create your own schedule.

If one or more schedules have been defined for the course type, a dialog box appears displaying the existing schedules for selection.

Once you have copied or created a schedule, you can check it by choosing Display under Schedule. Once the planning operation is completed, you can change the schedule for individual courses if required.

If you want to ensure that only courses are created where the resource requirements are covered, select the relevant indicator.

As a result of your time specifications, it may happen that no suitable date can be found or fewer than required to meet the demand.

If you want to specify what resource types are to be reserved for your courses, choose Selection: Resource Types/Resources.

Resource types defined as required for the corresponding course type are displayed under Resource requirements. You preselect resources for your courses based on the resource types.

If a resource type is only required for this specific planning operation, you assign it temporarily by choosing .

You can create the permanent relationship requires resource type with the course type by choosing .

This function also lets you specify a preference as to what resources of a resource type are reserved during planning. To do so, choose beside the resource type. This takes you to the Resource Preselection dialog box where you can select a specific resource per resource type.

If you want to specify the reservation days or times for specific resources, you can access the schedule model by choosing beside the resource. Select the required fields. Then choose in all dialog boxes to return to the Plan Courses Initial Screen.

1. You can determine that the courses are evenly spaced over the planning period by selecting Evenly spaced.
2. You can determine that the interval between the courses is always the same by selecting Equidistant. You must also enter a time interval in days and weeks in this case.

Choose Plan. Either the Change Course Demand or Create Course Demand screen appears, depending on whether demand data already exists or not.

You can now change the existing demand by choosing New Entries or you can delete individual entries by choosing . When you have changed the demand data as required, there are two possible ways to proceed:

Choose Transfer if you want to use these demand figures as the basis for the current planning, but do not want the figures to be saved on the database, overwriting the previous demand values stored there.

Choose if you want these demand figures to overwrite the existing demand values on the database.

When you choose Transfer or , the Gantt Chart: Annual Planning screen appears displaying all of the course dates determined in the planning process.