TABLE OF CONTENTS

• Purpose of the planner workbench 
• Introduction
• Menu
• Roles and permissions
• Create bookmark
• Select measures and time range
• Toggle visibility
  • Visibility Options
  • Display Labels Configuration

Purpose of the planner workbench 

The Planner Workbench is a centralized workspace that enables you to analyze detailed planning data, perform overrides and adjustments, and make informed decisions based on both system-generated outputs and business inputs. It enables viewing data at granular levels, applying filters and bookmarks for focused analysis, and interacting with key measures such as demand, forecast, inventory, and supply.

It also supports advanced features such as drill-downs, audit trails, comments, and lock edits/lock disaggregation, allowing you to track data changes, collaborate effectively, and maintain control over the planning process. Additionally, the Planner Workbench seamlessly handles features such as unit of measure (UOM) and multi-currency, ensuring that all values are accurately displayed and calculated based on user selections while maintaining base-level consistency across the system.

Introduction

This article helps you understand the roles and permissions required to access and manage the Planner Workbench, how to create a planner workbench (bookmark), and the key features available to analyze, edit, and control planning data effectively. 

Menu

• This feature appears in the left menu as “Planner workbench.”

• Feature toggle: The planner workbench is feature-toggle-driven. This appears only if the planning workbench feature is enabled at the Tenant level. 

• If the feature toggle is disabled, the planner workbench will not appear in the business application.

Roles and permissions

Access to the Planner Workbench is controlled through the Roles and Permissions feature. Based on the permissions assigned to your role, you can create, edit, view, or delete planner workbenches. These permissions are configured and managed by an administrator in the Roles and Permissions module. 

Create bookmark

To create a bookmark, click the Planner workbench icon from the left navigation menu. Clicking the icon opens a page where you must select a filter or hierarchy level.

• Select filter (optional): Selecting a filter is optional. You can select an existing data filter or create a new one, then click Apply to add it to the bookmark.

• Select hierarchy: Selecting a hierarchy level is mandatory to create a bookmark. The planner view is created based on the selected hierarchy, and you can select the hierarchy directly without applying any filters.

  • Table: After selecting a hierarchy level, the application displays a table of all available items at that level. The table also indicates the total number of items available at that hierarchy level.

  • Apply: Once the hierarchy selection is complete, click Apply. The Planner Workbench view is generated immediately based on your selections.

When a bookmark is created, the application opens the results in a single-item planning view.

For example, if the selected hierarchy level is Family: All: All: All, all planning items under this hierarchy level are automatically selected for the planner view.

Select measures and time range

Select measures

The application displays a message in the planner view stating “Select the measures to see data.” Measures must be selected to view data in the planner view. To begin selecting measures, click the Measures button. This opens a pop-up window that displays all available measures configured in the admin application. The measures are organized into categories such as Transactions, Loaded Measures, and Planning Time Series, making it easier to locate the required measures. The measures pop-up can be expanded for a wider view of the measures' details. 

1. Available measures: To select a measure, click the icon next to the measure in the Available Measures list. You can select any number of measures by clicking the icon for each required measure. Once selected, the measure moves to the Selected Measures table and is no longer visible in the Available Measures list. This panel can be collapsed or expanded when needed.

2. Selected measures: All selected measures are displayed in the Selected Measures table, where you can continue refining your selection. You can add or remove measures at any time based on your analysis requirements. 

3. Edit Icon for Editable Measures: When browsing or reviewing measures, a ✏️ pencil icon appears next to the name of any measure that is editable. This indicator is visible in two places:

   1. In the Available measures panel (left), next to each measure in the list

   2. In the Selected measures table (cente), in the Measure name column

This icon indicates that the measure is configured as editable. When the editable measure is selected, you can perform overrides for the results. 
Measures without the pencil icon are read-only — they are calculated by the system and cannot be manually overridden.

4. Drag and Drop to Reorder Selected Measures: You can rearrange measures by dragging them to any position in the list. This is particularly useful when you have a large number of selected measures and want to group related measures for easier comparison in the grid.

5. Update order: To change the display order of the measures, use the up and down arrow icons available in the Selected Measures table. The order you set here determines how the measures appear in both the graph and table within the planner view.

6. Actions

   1. Measure format settings
      The Planner Workbench provides flexible measure-level formatting controls to customize how values are displayed in the table. To add the format settings for the measure, click on the measure, and a pop-up opens with all the measures available for the tenant. Select the measures/ already selected measures, and click the gear icon under the actions. A side panel appears on the measures pop-up to display the format settings of the measure, which include Number format display, Decimal precision, Negative number format, Measure background color, and the Apply to all measures option.

      1. Number Display Format: You can enable one or more of the following options:

Use Thousand Separators: Displays values in a readable format (e.g., 1,234,567)

Round off to K (Thousands): Converts values to thousands (e.g., 12,500 → 12.5K)

Round off to M (Millions): Converts values to millions (e.g., 2,500,000 → 2.5M)

Display Negative Numbers in Red: Highlights negative values in red color visually for quick identification

2. Decimal Precision: You can control the number of decimal places displayed. Supported range: 0 to 10 decimal places. Applies consistently across all views where the measure appears

3. Negative Number Format: Users can choose how negative values are represented:
   Bracket Format: Example: (1,234)
   Minus Sign Format: Example: -1,234

4. Measure Background Color: You can assign a background color to a measure. The selected color is applied across tables in single and multi-item views. Helps in visually distinguishing key measures

5. Apply to All Measures (Global Setting): A checkbox option “Apply these settings to all measures” is available for each measure. When enabled:    The selected formatting settings are applied to all measures
   Applies across all bookmarks (private + public)
   These settings remain user-specific
   Override Rule: If you later configure individual measure settings,
    → Measure-level settings will override global settings

6. Save: Click the save button after configuration of the format settings, and the application immediately applies those settings in single and multi-item views.

2. Remove: To remove a measure, click the Remove icon for that measure in the Selected Measures table. The measure is immediately removed and added back to the Available Measures list, allowing it to be reselected if needed.

5. Apply: After completing your measure selection and ordering, click Apply. The application refreshes and displays the data in the graph, summary table, and details table based on the selected measures, enabling you to analyze the planning data effectively.

Modify measures: You can add or remove measures at any time, even after applying your selections, by clicking the Measures button.

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• Time horizon: By default, the application displays historical, current, and future time buckets in the graph, summary table, and details table. You can change the time range by clicking the Time Horizon button, which opens a dropdown menu of available time ranges. Select the required time range and click Apply to update the view. You can also select a custom time range to define a specific start and end period. Once applied, the application refreshes the page and displays data in the graph, summary table, and details table based on the selected time horizon.

• Planning item: By default, the Planner View opens in the single-item view. All selected planning items are listed in the Planning Item dropdown. The first item on the list is displayed by default on the results screen. You can switch to a different planning item at any time by selecting it from the Planning Item dropdown, and the results update accordingly.

  • The Planning Item dropdown displays the list of items available at the selected hierarchy level, such as Family: All: All: All. 

  • By default, the planner view displays the results for the first available item in the list. For example, if the family filter “Accessories” is the first item in the results table, the planner view displays results for that family.

Toggle visibility

The Planner Workbench provides visibility toggle controls that let you customize how data is displayed in the workspace. Using the visibility panel, you can dynamically show or hide specific sections such as charts, summaries, and detailed data without modifying the underlying configuration.

Visibility Options

Within the Show Panel, you can control the following sections:

1. Chart View

   1. Toggle to show or hide charts

   2. When enabled: Displays a graphical representation of selected measures

   3. When disabled: Charts are hidden to allow more space for tabular data

2. Summary View

   1. Toggle to show or hide the summary section

   2. The summary typically displays: Aggregated or high-level data across selected dimensions

   3. Useful for quick insights and comparisons

3. Detail View

   1. Toggle to show or hide detailed data rows

   2. When enabled: Displays granular, item-level, or lower hierarchy data

   3. When disabled: Focus remains on summarized or higher-level data

Display Labels Configuration

The visibility panel also includes an option to control how labels are displayed. By default, the selected display label option is both.

Display Labels As: You can choose how dimension members (e.g., products, locations) are shown:

• ID: Displays ID of the selected item, e.g., P123.

• Description: Displays business-friendly names, e.g., Tablet device.

• Both: Displays both ID and Description together, e.g., P123 - Tablet device