400 - Consensus Planning

You can specify the customer and product data to display using the context selectors in the top-right of the page. You can select the required options from the lists displayed or manually enter the reference ID where known.

The active basis can also be specified by planning period. See Override Consensus Basis. 

These cards display statuses and settings for your consensus planning:

Stat Forecast Basis: provides a status to confirm the basis for the statistical forecast given in the plan. 

Planning Status: displays the plan lock status. If the plan open for editing, the indicator displays Consensus Plan Open in green. If the plan is locked for editing, the indicator displays Consensus Plan Locked and you can't edit. See D1010 Current Period/Plan Locking in for further details.

This chart displays the final consensus plan, alongside the various inputs from different business functions (commercial and marketing inputs).

This data also displays in the Consensus Planning Table.

This chart displays the Final Consensus Plan alongside the Prior Consensus Plan. It highlights how a Consensus Plan changes over time. 

This table displays the detail of your consensus planning across a weekly timeline. 

This action enables you to override the basis for the consensus plan. The current selection displays in the Active Consensus Plan cell. 

To override the consensus basis:

1. Select the Add Consensus Basis button.
2. In the Add Consensus Basis dialog, the customer defaults to the customer from the main page. You can change this manually.
   You must populate the remaining fields: 
   • Parent: Select the parent which in this case is the product the basis relates to.
   • New Consensus Basis: Select the new consensus basis from a list.
   • Start Period: Select the start date for the new consensus basis from a calendar.
   • Effective? Select if you want the new consensus basis to take effect in the planning table.
3. Select Submit to complete the action and return to the page.  

To delete an override consensus basis:

1. Select Delete? in the Override Consensus Basis panel for the record you want to delete. The cell is highlighted red.
2. Select the Delete Consensus Basis button.
3. Select Run Process in the Delete Consensus Basis dialog.
4. Select Close once the process is complete to return to the page.

To create an executive consensus uplift:

1. Select the Add Consensus Uplifts button.
2. In the Add Consensus Uplifts dialog, the customer defaults to the customer from the main page. You can change this manually. You must then populate the remaining fields: 
   • Parent: Select the parent, which in this case is the parent the basis relates to.
   • Start Date: Select the start date for the new consensus basis from a calendar.
   • End Date: Select the end month for consensus uplifts to be applied. 
   • Uplift: Enter a value which will represent the percentage to uplift the consensus plan. 
   • Effective? Select this if you want the new consensus basis to be effective in the planning table.
3. Select Submit to complete the action and return to the page.  

To delete an override consensus basis:

1. Select Delete? in the Executive Consensus Uplifts panel for the record you want to delete. The cell is highlighted red.
2. Select the Delete Consensus Uplift button.
3. In the Delete Consensus Uplift dialog, select Run Process.
4. Select Close once the process is complete to return to the page.