Seeding to a Plan

By
Shivana
Agenda

• What is Seeding for a Plan

• Seeding while creating a plan
• Seeding for a existing plan
• Seeding by Actuals or by Plan
• Seeding Rules
 Seed a Plan
STEP 1 STEP 2 STEP 3 STEP 4
Select Seeding Mapping Rules Summary of Mapping Start Seeding
Source Rules
Time

Update Summary
Category

Edit
Location
or or

Copy
Event

Delete
Version

Measure

• Select one. • Time and Version • Update Summary • Start Planning if

always required always required seeding during plan
• Seed from Actuals
creation
not available for some • Others are optional • Edit, Copy, Delete
templates optional • Apply for seeding
• Location and Event
existing plans
are not applicable to
all templates
Seeding from Create

Each of the other active tabs must Select Seeding tab

be marked as complete (red when other tabs
checkmark) before Seeding are complete
selections can be made
Seeding Orientation from create
Select Seeding
Source determines if
Seeding from Actuals
or from an existing
plan. This section
may vary by planning
template

At any time during the mapping rule

entry, click on Clear to remove any
Mapping section mapping rules created
contains the
relevant planning
dimension, Version
and Measure tabs to
create the Seeding
Mapping Rules The active tabs displayed may be
different depending on which of the
planning templates is used

Summary section
will be updated with
the a single
mapping rule made
up of the individual
mapping rules
created on each
Mapping tab
Seeding from Existing

Select Seeding
from the toolbar
Seeding Orientation from existing
Select Seeding
Source determines if
Seeding from Actuals or
from an existing plan. When all Seeding rules are
This section may vary entered and the Summary Rule
by planning template
updated, click Apply to start
the Seeding process

At any time during the Seeding

Mapping section mapping rule entry, click on Cancel to
contains the relevant
return to the Plan Worksheet and
planning dimension,
Version and Measure abandon the Seeding
tabs to create the
Seeding Mapping
Rules
The active tabs displayed may be
different depending on which of the
planning templates is used

Summary section will

be updated with the a
single mapping rule
made up of the
individual mapping
rules created on each
Mapping tab
Source Select: Actuals

Select the Seed from

Actuals radio button

Destination plan is either the plan

being created or edited, if existing

Which tabs
are active will
depend on
the planning
template
being used
Source Select: Actuals Time

“Source” time selections

Map to Destination Start
represent the period from which
Time determines where the
the actuals will be taken and
“Source” selection should be
determines the number of weeks
mapped in the plan
to be seeded.
When the time
selections are
complete, click Add
Mapping Rule

Click on the down

arrow to show the
drop-down list and
use the scroll bar to
display more values
Actuals: Time Selected

The Time Mapping

selections are
translated into the text
of the Mapping Rule

To remove the
rule, select the
text of the rule
and click
Delete
Mapping Rule
Actuals: Category Source

First select the

category level

Use the
Category
search function
to find the
desired
categories
Actuals: Category Destination
When the Category
selections are
complete, click Add
Select the Mapping Rule
destination
category level

Select the Category

Destination from the
categories in the plan

Repeat the selections and Add

Mapping Rule sequence to
add multiple mapping rules
Actuals: Location Source

First select the

Location level

Use the
Location
search function
to find the
desired
locations
Actuals: Location Destination
When the Location
selections are
complete, click Add
Mapping Rule

Select the Location

Destination from the
locations in the plan

Repeat the selections and Add

Mapping Rule sequence to
add multiple mapping rules
Actuals: Event

First select the Level 1 Event

using the look up function

Next select Event

Source Level

Next select the specific Event Source

from those available based on the
Event and Level selections
Actuals: Event Destination

The Event tab will be marked as When the Event

complete with a red checkmark selections are
complete, click Add
Mapping Rule

Event Destination Level is

same as source
Select the Event
Destination from the
events in the plan

Repeat the selections

and Add Mapping
Rule sequence to add
multiple mapping rules
Actuals: Version Destination
The Version tab will be marked as When the Version
complete with a red checkmark selection is complete,
click Add Mapping
Rule

Select the Version

Destination from the
drop-down list
Displayed as “Seed
from Actuals” and no
selection is required
Actuals: Measure Selection

Select a Measure
Source from the drop-
down list
Actuals: Measure Selected

The Measure tab will be marked as When the Measure

complete with a red checkmark selection is complete,
click Add Mapping
Rule

Select a Measure
Destination from the
drop-down list

Repeat the selections and Add

Mapping Rule sequence to
add multiple mapping rules
Actuals: Summary Update

When all mapping rules are

created, click Update Summary

All the seeding rules are

combined into a single The Summary
summary rule and displayed in Mapping Rule is
the Summary section fully displayed in
this window if
selected.
Actuals: Update Multiples

Use the Copy function to

break down the selected
Summary Rule to each
tab to use the rule to The Delete
Use the Edit function to break create a new/additional function to
down the selected Summary Summary Rule completely
Rule to each tab to replace the remove the
selected Summary Rule selected
Summary Rule
From Plan Source Select
Select the Seed from
Plan radio button

Select the Source Use the lookup to find

Plan Template the plan from which
the seeding data
should be taken

Destination plan is either the plan

being created or edited, if existing

Which tabs are active will depend on the

planning template being used
 From plan: time
“Source” time selections
represent the period from which
the seeding data will be taken
and determines the number of
weeks to be seeded.
Map to Destination
Start Time determines
where the “Source”
selection should be When the time
mapped in the plan selections are
complete, click Add
Mapping Rule
Click on the down
arrow to show the
drop-down list and
use the scroll bar to
display more values
From plan: Time Selected
The Time tab will be marked as
complete with a red checkmark

The Time Mapping

selections are
translated into the text
of the Mapping Rule

To remove the
rule, select the
text of the rule
and click
Delete
Mapping Rule
From plan: Category Source

First select the

category level

Select the category to

map based on the
categories available
in the plan
From plan: Category Destination

When the Category

selections are
complete, click Add
Mapping Rule
Category Destination
Level is same as source

Select the Category

Destination from the
categories in the plan

Repeat the selections and Add

Mapping Rule sequence to
add multiple mapping rules
From Plan: Location Source

First select the

Location level

Select the location

to map based on
the locations
available in the
plan
From Plan: Location Destination

When the Location

selections are
complete, click Add
Mapping Rule

Select the Location

Destination from the
locations in the plan

If applicable, repeat the selections

and Add Mapping Rule sequence to
add multiple mapping rules
From Plan: Version Destination

The Version tab will be marked as When the Version

complete with a red checkmark selection is complete,
click Add Mapping
Rule

Select the Version

Destination from the
drop-down list
Select Version Source
from the drop-down list
From Plan: Update Multiples

Use the Copy function to

break down the selected
Summary Rule to each
tab to use the rule to The Delete
Use the Edit function to break create a new/additional function to
down the selected Summary Summary Rule completely
Rule to each tab to replace the remove the
selected Summary Rule selected
Summary Rule
From Plan: Summary Update

When all mapping rules are

created, click Update Summary

All the seeding rules are

combined into a single The Summary
summary rule and displayed in Mapping Rule is
the Summary section fully displayed in
this window if
selected.