Where Can I Start a Planning Simulation?
In the Simulations module of the required portfolio.
Open the portfolio
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by clicking on the Portfolios menu item button in the Planning area of the user menu and
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clicking on the link on the ID of the portfolio in the List (Portfolio) module that opens.
Subsequently, please switch to the Simulations module tab in the opened portfolio panel.
Who is allowed to to carry a simulation?
All users who have access to the Simulations module and have modification rights for portfolios. In PLANTA standard, these are the managers of the corresponding portfolios and the multi-portfolio managers. For further information on user rights, please click here.
Select Status Report per Planning Object
Information
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Planning object data from released status reports or from the current planning object status are used as a basis for simulation.
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For simulation, a released status report must be selected for each portfolio planning object. If particular planning objects do not have released status reports, status reports of the current status, which are only used for portfolio simulation, will be created automatically when you start creating a simulation.
Procedure
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Define what data the simulation is to be based on in the Simulations module.
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In order to automatically select the last released status reports for simulation, click on the Assign current status reports button.
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In order to select the status reports for the simulation manually, click on the Select status report button in the corresponding line of the planning object, and
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Activate the Select check box of the desired status report in the opened Assign Status Report module.
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Click on the Assign selected status report button.
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Create and Open Simulation
Procedure
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Click on the Create simulation button.
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The Simulation module will be opened. It contains the created simulation.