When Optimized Scheduler has completed the planning process, results will be made available on the Planning Results tab of the Investment Planning screen. The system will do the following:
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Delete any result data from a previous planning run if exists.
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Add new result data based on the information coming from Optimized Scheduler.
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Update the Planning Status of the investment plan record to Completed.
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Update Planning Run Date with the current system date and time.
Result records are split into 4 different Types:
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Budget records - For each planning period one record will be available indication the Total Period Cost and the Period Budget for that planning period.
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Planned Investment Option records - For each equipment investment option or capital planning request that fit in the budget of a certain planning period, the system will include a record of this type. For this planned investment option record:
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Entity will be equipment or capital planning request.
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System will also populate equipment or capital planning request depending on the entity. Note that if the capital planning request has equipment filled in, the equipment data will be populated based on that.
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Planning Period to which the option is associated.
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Option Cost will show the detailed cost for the selected option.
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Option Status will indicate if the option is early, on time, or late for the equipment or capital planning request.
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Total Period Cost and Period Budget will also be populated like they were for the budget records.
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Unplanned Investment Option records - For each equipment investment option or capital planning request that could not be fit in the budget of a certain planning period, the system will include a record of this type. This unplanned investment option record looks like the planned version with the following differences:
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Planning Period will be blank. Therefore, Total Period Cost and Period Budget will also remain blank.
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Option Status will indicate there was no budget.
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Option Age will indicate at what age of the equipment or capital planning request the investment should have taken place.
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Excluded Equipment records - This is the list of all equipment for which no valid investment option was found and therefore the equipment was excluded from the request file. It is also possible that this includes equipment that was added on the Equipment tab after the previous planning run was completed and before a new planning run is requested.