Add and configure a Planning reporting point

A Planning reporting point stores records that manage scheduled activities.

A Planning reporting point has the following elements that you can configure:

• Actions

• Custom fields

• Business Rules

  Note: When you add a Planning reporting point to your project, be sure to add it in the correct location of the project hierarchy.

Other guidelines

• The LocationIdentifier standard field is visible at the reporting point level of each Planning reporting point.

• The standard field definitions for the Planning reporting point reside under the Planning configuration item in the System Configuration folder.

  Important: Be aware that when a Planning record transitions to the Active state, this triggers any configured Actions for the Planning reporting point.

To add a Planning reporting point

You can place Planning reporting points anywhere in the plant hierarchy or product hierarchy. When you decide where to place Planning reporting points, consider that they associate certain locations with scheduled production or maintenance events.

1. In Studio, right-click a folder in the plant hierarchy, point to Add Item, point to Reporting Points, and then click Planning. A new Planning reporting point appears.

   

2. Rename the reporting point with a meaningful name.

3. Configure the properties. For guidance in configuring the properties, see Planning reporting point properties.

Related topics

• Add a Planning custom field

• How to set up Planning

• Add and configure a Planning business rule

• About the plant hierarchy

• Add and configure a product hierarchy