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System Process Document

Using Planner Workbench Navigator

Department
Responsibility/Role
File Name 27637620.doc
Revision
Document Generation Date 15/01/2010 15:45:00
Date Modified 1/15/2010 03:45:00 PM
Last Changed by
Status

Using Planner Workbench Navigator


Trigger:

Concept

In this topic, you will navigate to the main Planner Workbench page.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Using Planner Workbench Navigator

Procedure

Step Action
1. Begin by navigating to the Planner Workbench page.

Double-click the Workbench link.

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System Process Document
Using Planner Workbench Navigator

Step Action
2. Use the Organizations page to select an instance:organization.

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System Process Document
Using Planner Workbench Navigator

Step Action
3. Find organization TST:M1 TST:Seattle Manufacturing.

Click the vertical scrollbar.

Step Action
4. Click the TST:M1 TST:Seattle Manufacturing list item.

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System Process Document
Using Planner Workbench Navigator

Step Action
5. Click the OK button.

or Press [Alt+O].

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System Process Document
Using Planner Workbench Navigator

Step Action
6. Click the Plans tab.

Step Action
7. Use the Navigator page, Plans tab to view and act on results from the
material/capacity plan.

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System Process Document
Using Planner Workbench Navigator

Step Action
8. Click the View By list.

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System Process Document
Using Planner Workbench Navigator

Step Action
9. Use the View By populist to specify how to see the hierarchy of entities in each
plan.

Click the Organizations list item.

Step Action
10. The Plans hierarchy displays the material/capacity plans available for review in
this organization.

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System Process Document
Using Planner Workbench Navigator

Step Action
11. Select the plan whose details you want to see.

Click the Const-Cap (Constrained Plan - Capacity) tree item.

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System Process Document
Using Planner Workbench Navigator

Step Action
12. Since View By is Organizations, the planned organizations of this plan display
next in the hierarchy.
 
Click the TST:D2 tree item.

Step Action
13. Product groups display next.

Click the COMPUTER.HANDHELD (Handheld Computers and PDAs) tree


item.

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System Process Document
Using Planner Workbench Navigator

Step Action
14. Items display next.

Click the AS66311 (Vision Pad DX - Mobile Computer) tree item.

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System Process Document
Using Planner Workbench Navigator

Step Action
15. The final level to display is the Supplier.

Step Action
16. You have successfully navigated to the main window of Planner Workbench.

End of Procedure.

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