Introduction to Planning

Who is this for ?

What you will learn:

Most Pelico apps are organised around orders. Planning is organised around parts.

You pick a part, and you see everything that happens to it over time: what is coming in, what is going out, and what your stock will look like at the end of each day, week or month. It is the view you use when your question is about a part rather than about an order.

Use it to manage production schedules, watch stock levels, and see where your resources do not match your needs.

💡 The quickest way to know whether you want this app: if your question starts with a part number, come here. If it starts with an order number, use Production Control, MRO, Supply or Customer Support instead.

Planning groups data by equipment or part, and adds up production and supply events into time buckets. You choose the bucket size: days, weeks or months.

So one row is one part, and the columns are periods of time.

Your stock level for each time period, daily, weekly or monthly. This is where you spot a shortage before it happens and act while you still can.

Two sides of the same question.

You can open either one to see the detail by object type: customer orders (CO), purchase orders (PO), work orders (WO), and others.

💡 Reading needs and resources side by side tells you why your projected stock moves. The projected stock line tells you that you have a problem in week 9. These two lines tell you whether it is because demand went up or supply went down, which decides who you call.

You can break needs and resources down further, by the party involved.

This view is built for production managers and central supply chain teams. You switch between Equipments and Consumed Parts, so you can see a missing component and what it does to the production schedule above it.

To switch this on, apply at least one equipment filter. Without a filter the split view is not available.

💡 This is the feature that connects the part-level view back to your product. You start from a shortage on a component and end up looking at the equipment it will stop.

Open View Settings to change what the view shows. Filters and columns work the same way as in every other Pelico app: filters near the app name at the top, the columns panel on the right.

Once you have a set-up you like, save it as a routine so you do not rebuild it every morning. See First steps on the Pelico platform.

Bulk actions let you act on several parts at once instead of repeating the same change.

What you are acting on depends on your mode

How to use them

The three actions available today

⚠️ You cannot mix sections. If you select a part in the Equipments section, the checkboxes in the Consumed Parts section become unavailable, and the other way round. Finish one section before you start the other.

You can export planning data for offline analysis. Whether this is available depends on your configuration.

⚠️ The export contains the event data for each part, not the whole Planning view as you see it on screen. If you were expecting the grid, the file will look different from what you left.

These two views look similar and cover different things.

💡 In short: Planning is wider, Supply Planning is more focused. If a part you expect is missing from Supply Planning, check whether it is a make part with no supply event. It will be in Planning instead.