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Unified Supply Chain Assay

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Manage templates

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  • Last UpdatedAug 14, 2026
  • 2 minute read

The Planning Template Manager lists your planning tool report templates, which can be used to produce planning tool reports. These reports can then be imported into your planning tool to be used in your optimisation process. You can add new planning tool report templates and edit existing templates using the Planning Template Manager.

To access the Planning Template Manager, click the Planning button in the Reports group of the Integration ribbon tab and select Manage Templates from the menu.

Integration Ribbon > Reports Group > Planningk button, selecte Manager Templates

The template manager includes three columns which indicate the status of each template. A tick () in the System column indicates the template is system-wide and shared by all users. System templates cannot be edited. To change the options of a system template you must make a copy of the template, which can then be edited. A tick in the Valid column shows that the template has no errors. If there is no tick in the Valid column, the template must be edited to correct the errors.

A tick in the PIMS Integrated column shows that the template is used to manage assays inside a local copy of PIMS. If a template is integrated with PIMS, it cannot be deleted. To remove the template it must be unmanaged (from within PIMS) so that the Remove button is enabled.

The following buttons are available in the Planning Template Manager:

  • Add: Creates a new planning tool report template. See Create a new planning tool report template.

  • Copy: Duplicates an existing planning tool report template. You must give the copy an unique name.

  • Edit: Opens the planning tool report Template Editor allowing you to modify an existing template.

  • Import: Imports a planning tool report template from an external file.

  • Export: Exports a planning tool report template to an external file.

  • Rename: Gives an existing planning tool report template a different name. You must enter an unique name for the template

  • Remove: Deletes an existing planning tool report template.

  • Report: Produces a planning tool report using the selected template. Use the Select Crude dialog to select the assays to include in the report. See Select crudes.

  • Close: Closes the dialog and saves any changes you have made.