WebApps:Scenario Manager

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Available from 9.5 HF 3.3

System requirements

The requirements can be found here.

Invocation

@Session_WebAppUrl@/dimensioneditor/?name=Plan

Example:

https://servername:4444/coplanner/dimensioneditor/?name=Plan


Extended invocation

  • hideSessionHeader: Defines if the session header should be visible or not (true fades out the Session-Header). Default while opening is false


Menu

Button Action
Back to last page.
Open/Close of display text of menu.
Save all changes
Reset of dimension
Deletes selected element
Create new plan
Create new forecast
Create new folder
Copy scenario
Import data from another scenario to this one
Logon to scenario
Move element up
Move element down
Sort dimension elements in alphabetical order
Opens dialog field search


Functionality of menu

Copy Scenario

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Framework, Szenariomanager, Szenariodaten kopieren

The selected scenario in the tree will be copied. Define the name for the created copy. You have to define also the folder which should include the copy. If you only want to copy the structure of the scenario, deactivate the option "Copy data from <scenario name>". If the data should be copied too, activate this option.

Hint  Structure of scenario will be copied always.

Import scenario data

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Framework, Szenariomanager, Daten importieren

Data from the scenario which is selected as source scenario will be imported to the selected scenario in the tree. If the existing data in the target scenario should be deleted first activate "Delete data in <scenario name>".


Delete element

Deletion of the selected folder/scenario.

Delete deactivated scenario

Description:

1) Activate scenario
2) Restart server
3) Delete element

Using this guidance all related plan data records are deleted.


Properties of scenario

If you click on a scenario you can see the properties of the scenario on the right are.

General

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Framework, Szenariomanager, Eigenschaften Allgemein

Name

Description of scenario

Type

Plan/Forecast. If you select type forecast additional settings will be shown for the actual period.

Plan period Select the plan period. With the extended option "Restrict input to plan period" only inputs in this period are possible.

Long term planning If you activate the long term planning you can define the planning period for the long term planning here.

Actual period Only avaible if type forecast has been selected.

Type in the period which should be used as actual period for the forecast. If "Lock data entry for actual period" is active, no inputs for this period are possible.

Expanded

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Framework, Szenariomanager, Eigenschaften Erweitert

First scenario to compare/Second scenario to compare

These are scenarios which are referred by planing functions in the actual scenario. The actual budget has to be defined in the "First scenario to compare" and the top down planing budget in the "Second scenario to compare".

Deactivate plan

Activate this option if you want to deactivate the scenario. A logon to this scenario is not possible anymore.

Lock data input

Activate this option if you want to lock the scenario for all data input.

Macroexecutor logon

If this option is activated and in MakroExecutor in SessionSettings.xml is for the plan the key word [MAKROPLANS] defined then the macro will be executed for this plan.

Hint  Each active scenario increases the memory consumption of the CoPlanner. Therefore not used scenarios can be deactivated temporarily. Data will not be deleted but removed from the memory. Deactivated scenarios can be re-activated at any time if they are needed. Please notice that changes at active/deactivate scenarios require a server restart to be active.


Restrict input to plan period

Set the flag if you want to allow plan value input only in the defined plan period. The planner will be noticed when typing in data outside of the plan period that it is not possible.

Available for login

From 9.5 HF 4.0: If you want to allow users to logon on the scenario the flag must be set. If it is set to false, a logon on the scenario is not possible. This option has no effect on plan filters in masks, reports, etc..