The Scenario Investment Plans tab allows you to view individual Investment Plans and their revisions. Once the Scenario is unlocked, you may work with the Investment Plans by making material changes and resending through the Constraint Optimizer to produce additional Planning Result’s. You may also Restore your Investment Plans to any point in time based on a selected Planning Result creation. Once the expected Planning Results are created for an Investment Plan, they may be submitted back to EAM to create the selected Investment Plan’s revision.
To navigate to these actions, click the Scenario Investment Plans tab.
Optimize Investment Plan
Optimize Plan action allows you to create a task in the Integration Manager message bus. This triggers the constraint optimizer for individual Investment Plans through integration code and updates or creates Investment Plan Results. It also sets the Investment Plan Lock to True.
During optimization, Asset Class Definition values are not included in the Planning Result.
To optimize the Investment Plan, click the Optimize Plan hyperlink and then click RUN.
After optimizing the Investment Plan,
the checkbox Investment Plan Locked for Editing gets auto-selected.
the Process Status changes to Optimization Currently in Progress and Current Planning Result Data displays In Progress. Once the results are processed, the Process Status changes to Optimization Complete (manual refresh of the screen is required to view updated status).
a new Planning Result gets generated.
Unlock hyperlink appears in the Unlock Investment Plan column.
Unlock Investment Plan
After optimizing the Investment Plan, if you want to change the material, you can unlock the Investment Plan using the Unlock action.
To unlock an Investment Plan, click the Unlock hyperlink.
Submit Investment Plan to EAM
After optimizing the Investment Plan, you can submit it to EAM using the Submit action. Submit action exports the Investment Plan's Material Changes and Results of a Scenario to EAM. Also, it sets the Investment Plan Lock to True.
To submit an Investment Plan, click the Submit hyperlink. The Process Status changes to Investment Plan Submitted to EAM and the Unlock hyperlink appears in the Unlock Investment Plan column.
If you submit a single Planning Result in EAM site multiple times, it may cause ambiguity. Therefore, it is recommended to submit a Planning Result only once per result.
After you submit the Investment Plan all Material Change appears in the EAM site with a new Revision ID.
Restore Investment Plan
Restore action allows you to reset the details of an Investment Plan to the selected Planning Result.
To restore the Investment Plan, click the Restore hyperlink. In the Restore Investment Plan window, select the required Planning Results and then click RUN.