Collaboration
Collaboration Overview
Traditionally, planners spend most of their time in our enterprise equivalent module or workbench, a collaboration module to be used as a tool to edit the forecast and come to a consensus unconstrained demand plan. Collaboration provides a structured framework for Sales, Marketing, and other stakeholders to add their business intelligence to your plan.
Use Collaboration to:
- View and edit Demand Types for any filter combination of Items, Locations, or Customers
- Review and modify the plan based on special knowledge
- Make changes to editable Demand Types and publish your plan
Collaboration Layout
The chart reflects the data in the grid and is interactive. The blue line reflects the current period or the planning start date.
The tree located on the left of the screen is a flexible, hierarchical structure to organize the domain related attributes and select what data gets displayed in the grid. Clicking on the tree will show how the attributes are organized. A user can easily pivot the data by dragging and dropping the attributes.
Users can use the filter to focus on the data that they're interested in. When clicking apply and save, the tree updates based on the filter selection.
A red flag indicates an item is an exception. Clicking on the tree will load data in the grid and chart demand types or quantitative rows in the grid. Sales history and sales orders provide visibility to actual demand.
Statistical forecasts with events combine the event forecast from the lifecycle manager with a machine learning pyramid forecast and serves as a starting point for collaboration.
Additional inputs like sales forecasts can be configured and assigned to collaborators to capture their insights and work towards the demand plan. For most organizations, we recommend starting with only one or two levels of collaboration or demand types. Experience has shown that starting with more becomes difficult to manage and does not result in a more accurate plan.
Filtering Data
- Hovering the mouse pointer over the Filter button will cause the filter preview drawer to slide out from the right to show you what attributes are being filtered.
- Clicking the Filter button will launch the Filter tab.
- The filter drawer allows for configuring filter levels manually, as well saving filter configurations. After making any selections, be sure to click Apply & Save at the bottom of the drawer.
- Next to the Filter button, you can click the Filter icon button to quickly switch between a global view of the data and the filter data selected.
- You can also Exclude selected Filter items by toggling the Include/Exclude switch.
Views
- Manage in Settings dropdown will allow you select views from the Settings tab of the navigation menu. Setting will launch in a separate browser tab.
Edit Data
There are two ways to edit data, right-clicking a demand type for the context menu, and clicking Edit Data and selecting a demand type from the top menu.
- Right-click a Demand Type and select Edit from the context menu. Editable cells for that Demand Type will turn yellow, allowing you to double-click inside that cell and override the number value.
- Change the value inside the cell. The application will briefly show you if this new value is a negative or positive addition to the report.
- When finished right-click the Demand Type again and select Finish Editing, the editable cell row will become white again.
- You can also select a demand type from the Edit Data dropdown, and edit the data.
Revert to Previous Value
To revert an edited value to the previous value, right-click that cell with the edited value and select Revert to Previous Value.
Time Period
Change the time period view with the Time period and Visible future time period dropdown. Time periods available for selection are: Weekly, Monthly, Quarterly, Yearly, and Week Numbers. Visible future time periods available for selection are All, 3 Months, 6, Months, and 1 Year.
- After selecting a time period and visible future time period, click Apply.
Volume and Currency
Select Volume and Currency from the dropdown.
Volume selections available are: Native (default volume), CWT (cwt), Gigagram (Gg), Gram (g), Kilogram (kg), Kilopound (kip), Megagram (Mg), Microgram (μg), Milligram (mg), Nanogram (ng), Ounce (oz), Pound (lbs), Stone (stone), Ton (ton), Tonne (t), USton (uston).
Currency selections available are: USD, EUR, GBP, JPY, CNY.
Compare
You can compare the current data to the previous year or to the official data. Select None to just view the current data.
History
Toggle on or off Historical data.
# Code
Toggle between the name or the code of the items.
Chart
Toggle on or off the Collaboration chart with the Chart toggle button.
Each demand type can also be toggled on or off within the chart by clicking that demand type or by going to Settings -> Demand -> Views Configuration and toggling that demand type on or off with the toggle under the Show in chart column.
Publish
Click the Publish button to publish a demand type to the official scenario.
Context Menu
Right-click in the table to access the context menu. Below is an example of right-clicking inside an editable cell. Right-clicking inside an un-editable cell will give less options.
Copy
Select Copy to copy cell data to the clipboard.
Override Report
Select Override Report to see a timeline of overrides made to the collaboration report.
Daily Profile
After the Demand Plan is finalized, a planner can choose to apply the Daily Profile Pattern. This feature is only available for all editable planning demand type cells, and is available from the context menu.
This feature can only be applied at the Monthly (one month future) and Weekly (six weeks future) time buckets.
Add Comment
Select Add Comment to open the Comments drawer to add a comment to the collaboration report.
Percent Adjustment
Select Percent Adjustment to apply a percentage override to the cell data value.
Lock Cell
To lock a cell from being overridden, right-click that cell and select Lock Cell Value from Lock Cell. A snowflake icon will show on the cell to indicate it is frozen and cannot be overridden with a new value.
Users can lock the cells in the detailed grid and any overrides on the aggregate level will not have any override on locked cells.
Export
Export collaboration data to CSV and Excel.
Column Right-click menu
Right-click the column headers to launch the menu for Autosize This Column, Choose Columns, Autofit Columns, and Reset Columns.
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