Preparing to use Autoplan

Because Autoplan uses data to help you drive purchasing and scheduling decisions, it's crucial you take the time to ensure your data is at a good place before using Autoplan.

Please note that Autoplan is available as a paid add-on. Contact your customer success manager to learn more about pricing and how to enable Autoplan for your account.

An onboarding session is required to enable Autoplan. The steps below are required to prepare for the onboarding session.

1. Read through the Autoplan documentation: We have thoroughly documenting how Autoplan works and the documentation will help you understand what to expect from the functionality.

2. Prepare your inputs: Autoplan takes mBOMs, Inventory, Lead Times, Runs, POs into account to generate a proper view of your factory. Please ensure your mBOM is prepped with lead times populated to get the most out of the results.

3. Run Autoplan: Just before the onboarding, we will enable Autoplan for your team. Run Autoplan to ensure that it runs all the way through and you are seeing results generated for your build.