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Planview Customer Success Center

Delete Supply

 

This is a guide to explain how to delete Supply.

The system allows Demand from Forecasts to either automatically generate supply or manually create supply.

 

If the system is set to automatically Supply demand, the Demand will not show on the request screen as the Supply will already be fulfilled by the system. 

If the system does not have the Auto Supply setting switched on, then any Demand request will appear in the Requests screen.

This setting is found within Strategic Planning Settings, Forecast Views tab.

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In this example the system is not set to use the Auto Supply setting so Demand can be seen in the request screen:

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The demand should be supplied in full for it not to appear on the out from the request screen.

 

Deleting Supply

The Supply can be deleted in two areas:

  1. Resource Plan
  2. Supply Search

 

Deleting Supply from Resource Plan: 

Filter out the data using the search filters on the left hand side of the Resource Plan.

Once the data has been retrieved you can select the Resource to view their supply. Using the feature and next to the Supply row, click on the ellipsis and then select ‘Delete Supply’

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Deleting Supply from Supply search screen:

To delete Supply from search screen, please find ‘Supply’ under the search filter and then use the system filters to filter out the Supply which needs deleting.

The supply can be deleted here by selecting the Supply lines you would like to delete and then clicking on the ‘Delete’ button. 

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Once the Supply has been deleted then this will show the demand is to be fulfilled in the request screen.

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Any supply which has been auto supplied and has been deleted will also be shown on the request screen ready to be supplied again.