Several functions for planning areas are directly available in S&DP Administration. You access all functions from the context menu.
You can change, delete and copy planning areas.
You can change a planning area as long as you have not created any time series objects for the planning areas.
To display the details of a planning area choose Detail from the context menu. A second screen area appears on the right. Here you can find information such as
· General information, for example storage bucket profile, unit of measure
· Details of master planning object structure, including the key figures that have been assigned. The details of the key figures contain the InfoCube if relevant, the SNP details (key figure semantic, category group etc.), and the disaggregation settings as used in the planning area.
· Details of any aggregates. The same information is provided as for the master planning object structure.
· Administrative data such as who created or changed the planning area when.
· A list of the planning books that are based on the planning area.
It is possible to go directly from this detail screen to individual objects, for example a planning book, by double-clicking on it.
Several functions that in previous releases were available from the context menu have been moved to within planning area maintenance (see Editing Planning Areas and Additional Functions). Consequently it is now possible to enter planning area maintenance even if the planning area has active time series objects. In this case you cannot change the planning area itself, but can access and change the additional functions.
Before you can create and work with planning books, you must create time series objects for the planning area. This process is sometimes known as initializing the planning area. The system creates a network of characteristics and key figures in LiveCache.
You create time series objects for a version and a period of time. You can delete time series objects and see which time series objects exist for a planning area.
As of Release 4.0 it is possible to choose the initialization period for each key figure individually. This means, for example, that you initialize key figures for historical data only in the past and forecast key figures only in the future. You can thus reduce the amount of memory required and improve performance.
It is possible to extend the time series into the future and delete the last periods from LiveCache by reinitializing the time series periodically. In such a way you can maintain a "rolling horizon".
You access all the above functions via the context menu. Most of these function require no further description.
You select the required planning area and choose Create Time Series Objects from the context menu. A dialog box appears, in which you enter the planning version and the dates. To specify the validity period for individual key figures choose the Key Figure View button. A further dialog boy appears that contains all key figures in the planning area. The default dates are always the dates you entered for the whole planning area earlier. You can either change the dates for individual key figures in the table. Alternatively, if you want to enter the same dates for several key figures, select the key figures and enter the dates in the corresponding fields at the bottom of the screen. Choose Enter and then . The dates are changed in all key figures.
The initiliazation dates for individual key figures must be within the initialization dates of the whole planning area.
To see which periods have been initialized for which versions you choose Created time series objects fron the context menu. A table appears listing the version that have bben initialized. You can also display the initialization periods for individual key figures by either double-clicking on a version or selecting a version and choosing .