Period Overview

The Period Overview tab of the Schedule plan form offers a detailed view of the planned material needs over selected periods of time. 

HINT For more information about the Schedule plan, see the chapter Schedule plan.

Below, see a use case for the tab.

Case summary The person responsible wants to view a detailed overview of the planned material requirements in a selected time period. This will be done as follows: Open the period overview in the Schedule Plan Define the criteria

1. Open the Period Overview in the Schedule Plan

In the Schedule plan, the person responsible selects the Period Overview tab.

The Period Overview window opens, and it is divided into two parts: criteria and basic data about the item line of the plan.

In the plan for the month of December, the person responsible will first define the criteria.

2. Define the Criteria

The criteria section is divided into two parts: the time period and filters for selecting data.

• Time period: day, week, month- In this case, the person responsible selects week
• Filters: in the filters section, the person responsible wants to fill in all the data for the period, and check all Item types.

Then, the person responsible clicks on the Refresh button.

Basic document data appears for the selected time period.

By clicking the eye icon (), you open the Item Planed Qty Overview form, for a detailed view over item planned quantities.