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Unified Supply Chain Assay

Planning tool templates based on a perfect system

  • Last UpdatedAug 14, 2026
  • 1 minute read

The planning template editor allows you to manage the complexity of creating and editing planning tool report templates in the product. The editor allows you to configure a new planning tool report template, or modify existing templates. You configure the template by moving between the tabs included in the editor. Each tab allows you to configure a different part of the template so the product can produce a planning tool report matching your requirements.

Dialog Planning Template Wizard. Before creating a template you must define the type of system you will be using

If you wish to define a perfect system select the Define perfect system radio button at the first stage of the Planning Tool Report template wizard and click the Finish button to start the flowsheet designer. See Create a new planning tool report template.

There are seven tabs you can use to review and define your template settings. Each tab lets you configure a different part of the PIMS template:

If you make any mistakes in your entries the template editor will alert you to the invalid entry. See Template information.

The tabs are normally completed in the order shown, but it is possible to complete the template editor in any sequence.

Note

You cannot save the final template until all the necessary sections have been completed.

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