Question

Business Planning - Planning Drivers

  • 17 March 2023
  • 1 reply
  • 79 views

Userlevel 6
Badge +10

Hi,

 

Could someone please explain the role of the ‘Planning Driver’ in ‘Business Planning’?

 

I have noticed that it is mandatory to enter the planning driver in the planning unit itself, in order for a planning rule to execute (referring to automatic execution).

 

To further explain, I am trying to setup following scenario in planning rules.

 

I was able to setup the planning rules and calculate revenue automatically.

 

Afterward, I tried to calculate the cost only by specifying the assumption driver (relating to VC). I didn’t specify units, since it was already specified under the ‘revenue’ planning unit. However, the planning rule didn’t get executed.

 

Could someone advise the reason for this behavior please?

 

Thank You

Sugandi


1 reply

Userlevel 5
Badge +11

There is a really good Academy training for IFS Business Planning (Course ID: SOONFINBP202111), I’m sure that you will find the exact answers there. Including how to write it back from Excel.

But to answer your question;

I think you should execute the rules from the Tab Planning Rules Execution on the Business Plan itself. 

 

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