Create a new planning tool report template
- Last UpdatedAug 14, 2026
- 1 minute read
To create a new planning tool report template, click the Add button in the Planning Template Manager.
When you create a new planning tool report template you must choose the report format that will be used. The product supports formats for the PIMS and RPMS planning tools.
Also, when you add a new planning tool report template you must define the system type you are using. You can choose from:
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Define perfect system: your template uses perfect cuts. See Planning tool templates based on a perfect system.
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Use flowsheet system: you use a previously defined flowsheet model of your refinery to define your cuts. See Planning tool report templates from flowsheets.
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Create from: you can use PIMS data to define your cut points. See Create planning tool report templates from data.
When you have finished configuring the system type, click the Finish button. Then click the Edit button to enter the template editor.