Configure your case
- Last UpdatedAug 21, 2025
- 2 minute read
Create and configure planning cases in the planning environment. Each case defines the settings for a particular optimization scenario in the supply chain model.

The planning environment is separated into the following components:
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The left pane gives you access to different sections of a case. Click an option in the pane to open the relevant page.
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The work area is divided into pages. Most pages contain Grids or advanced grids, and are sometimes divided into multiple tabs.
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The ribbon allows navigation between different settings and also features context-sensitive options to enable quick access to features relevant to the workflow in progress.
Process models in Plan represent physical assets in a plant. The models are usually generic representations of real-world process units, which must be further configured before they accurately represent a real plant's assets. The amount of configuration depends on the type of process model. Some models (for example, distillation units) may require little configuration such as setting cut points, whereas other units (for example, reformers) may require editing of the model parameters to match the real unit's operation.
Configuration of a process unit typically involves:
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setting the unit's capacity (see: Constraints and Alerts)
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adding output properties to streams required by downstream units
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configuring any Utilities
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adding any required Operating Parameters.
View the input and output connections of a process unit
The Overview tab of the Process Units page lists the process units available in your model. For each process unit you can see the list of input and output connections, or sockets.
Note: Ensure that all process units have sensible names, recognizable to those across your business. These names should be unique within the plant for easier reporting and integration.

You can change the order of the input and output sockets by selecting a socket and
clicking on the
and
buttons next to each pane.
Related Links
- Create a model for your process unit
- Process model drivers
- Process model predictions
- Configure modes of operation for your process units
- Configure the operating parameters of your process units
- Additional configuration for distillation units
- Route your streams
- Create a process model simulator
- View and edit your assay data
- Feedstock properties
- Add utilities
- Correlations
- Overrides
- Constrain your case
- Blending
- Purchases
- Sales
- Inventories
- Pricing Scenarios
- Calculate stream values
- Marginal analysis