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Company Planning Access

Access to company planning is done directly from the Resource Planning Module. If your module window is open, find the search bar at the top of the page select "Company" from the drop down menu. That will automatically load the screen shown below.



The plan selector page lists all active plans past and present. If no plans are available or if you want to build a new plan, click the "Add" button in the upper right part of the company plan lister.



NOTE: The View button is available from all plan window views. Use the view button to return to the plan list at any time.

Plans are always stored in six months segments. Each segment is designated with a distinct year and season. Spring covers January through end of June. Fall covers July through December. Months are defined as retail 4-5-4 calendar months.

In either selection case, add new or select existing, a the plan window will change to a view looking similar to the example below.




Go to CompanyPlanningFieldDefinitions