The sole purpose of the Main.Plans worksheet is to store named snapshots of your planning activity. This table is automatically populated on a basis of data coming from the Main.RollingPlan template. Here, you can keep plans created in various Time Buckets (Year, Half Year, Quarter, Month, Week, and Day), the only limit is the maximal number of rows Microsoft Excel® can hold on the worksheet (1,048,576 since version 2007). The more SKUs, and Work Centers/Production Lines you have, the less number of plans you can save.


1. Plan Name. Alphanumeric Unicode Values. This column contains keys. You cannot save two plans sharing the same name.

2. Plan Type. Alphanumeric Unicode Values. This column also holds keys. Essentially, Plan Types correspond to the types of Time Buckets your Planning Template is built for (Year, Half Year, Quarter, Month, Week, or Day).

3. Time Bucket ID. Alphanumeric Unicode Values. One more column containing keys. Format of Time Bucket names is predefined, and should not be changed.

4. Work Center/Production Line. Alphanumeric Unicode Values. This is another column representing key fields. It is extracted from the Basic.WorkCentersAndSkus worksheet.

5. SKU ID. Alphanumeric Unicode Values. Like above, this is a key-column, and it is pulled out from the Basic.WorkCentersAndSkus table. You may also find the “Remaining Capacity, Total Required Time, Available Time” labels here.

6. SKU Description. Alphanumeric Unicode Values. This column is also extracted from the Basic.WorkCentersAndSkus worksheet, but it contains just the names of the SKUs. They are not used as keys.

7. Qtty(Units). Numeric Values. This column contains Planned Quantities specified per each SKU, Work Center/Production Line, and Time Bucket within a given Rolling Plan. Remaining Capacities are also presented here.

8. Time Required. Numeric Values. This column contains the times necessary to produce Planned Quantities of each SKU, on each Work Center/Production Line, in each Time Bucket, as well as their totals per Work Center/Production Line.

9. Constraints. Numeric Values. This column is filled in with Stock Constraints (Target Stock Levels) per SKU per Time Bucket, as well as with Available Times (Capacity Constraints) per Work Center/Production Line.

Common mistakes that may cause troubles later on.

Since Main.Plans worksheet is designed to store snapshots of you Rolling Plans, all its rows are automatically generated. If you keep data as they are, there should not be a problem. On the other hand, from time to time, you may want to change some parts of your planning records. Therefore, all cells in the table except for those located on the first two rows are editable.

Here is a list of things you should avoid in order to keep yourself out of trouble:

1. Missing Plan Name. In case there is no value in the Plan Name column, rollingPlan will not be able to relate the record to its source, and respectively to retrieve the corresponding Planned Quantity.

2. Missing Plan Type. This field may look redundant considering the fact that Time Bucket IDs contain information about the kind of Time Buckets your plan is built for. Plan Type is needed to give an additional degree of robustness while retrieving Planned Quantities. It is a key field, and therefore, it is a must to have values in each row of the Plan Type column.

3. Missing Time Bucket ID. If there is no value in this column, corresponding Planned Quantity cannot be attributed to a specific time period. In addition to this, a blank cell will mislead the Save Process resulting in overlapping records.

4. Missing Work Center/Production Line. If you live a blank cell in this key-holding column, the corresponding Planned Quantity will not be pulled out in the Rolling Plan.

5. Missing SKU ID. Like above, having correct values in this column is mandatory for proper retrieval of Planned Quantities.

6. Missing SKU Description. Normally, SKU IDs, and SKU Descriptions go hand in hand. A missing SKU Description will not have a significant impact on rollingPlan’s ability to draw information from the Main.Plans table, but may cause some confusion.

7. Missing Qtty(Units). A blank value in the Planned Quantities column will be retrieved as zero.

8. Missing Time Required. Required Times appear in the Main.Plans table just to make the planning picture complete. They are not subject to retrieval. Empty cells in this column will not influence operation of the tool in any way.

9. Missing Constraints. Like above, values in this column are of a minor importance. They are presented to remind you what Stocks Constraints’, and Available Times’ values were, at the moment you decided to save your Rolling Plan.

10. Inconsistent Rolling Plan Name. At certain point, you may decide to change the name of a saved Rolling Plan, or of some part of it for various reasons. In order to do that, you just have to edit the corresponding cells in the Plan Name column. It is important to keep in mind that you must use the new name in the Main.RollingPlan worksheet, in case you would like to pull out the related Planned Quantities.

11. Inconsistent Plan Type. There is a limited list of predefined Time Buckets’ types that are used in the rollingPlan namely: Year, Half Year, Quarter, Month, Week, and Day. If you place a value in the Plan Type column which is not on the list, corresponding Planned Quantity will not be retrieved.

12. Inconsistent Time Bucket ID. Names of Time Buckets are generated on a basis of a certain naming convention. In case you do not follow the naming rules, corresponding values of Planned Quantities will not be properly retrieved.

13. Inconsistent Work Center/Production Line. Values in this column are extracted from the Basic.WorkCentersAndSkus worksheet. In order to get the right Planned Quantities, it is better not to change contents of the cells in this column.

14. Inconsistent SKU ID. Like above, values in this column are taken from the Basic.WorkCentersAndSkus table. To ensure proper retrieval of Planned Quantities, contents of cells in this column must be kept consistent with the SKU IDs defined in the Basic.WorkCentersAndSkus worksheet.

15. Inconsistent SKU Description. Similar to the preceding two cases, this column is generated on a basis of the Basic.WorkCentersAndSkus table. SKU Descriptions are not used as keys. Hence, discrepant values may cause just confusions.

16. Non-numeric Quantity. A value like this will be considered as zero.

17. Non-numeric Time Required. This kind of value will cause just a minor mix up.

18. Non-numeric Constraints. Like previous, this case is not of a major significance.

19. Missing block of values. You may run into a situation like this if you decide to clear the contents of a group of cells located on one or more rows all together. Having gaps in the table is not a good thing, as it may lead at least to overlapping records during execution of the Save Process. If you would like to clear row data, it is better to select, and delete the rows.

20. Any combination of above.

Available Functions.

1. Build Template. This function rebuilds Main.Plans template from scratch. It clears completely the worksheet area, and places column headers on the second row in accordance with the formats defined in the Dictionary worksheet.

2. Clear. As its name suggests, this function deletes all the data on the worksheet including formatting except for the first two rows. Microsoft Excel® Undo function will not be able to bring the old values back after Clear is executed.

3. Standard Microsoft Excel® Worksheet Functions. In addition to the rollingPlan Ribbon Tab functions, you can do almost anything which is normally done on a Microsoft Excel® worksheet including filtering, sorting, formatting, etc. You cannot insert rows, and insert or delete columns.


Like in the most of the worksheets of the rolingPlan, Main.Plans’ column headers can be customized either by changing the contents and the formats of the corresponding cells in the Dictionary, or by using standard Microsoft Excel® formatting techniques.

You can use regular Microsoft Excel® cell formatting to give the area around column headers the look you like


Important Things to Remember.

  1. Main.Plans table is automatically generated. It keeps snapshots of your planning activity in a form of named Rolling Plans.
  2. Do not leave blanks or gaps in the table, especially in Plan Name, Plan Type, Time Bucket ID, Work Center, and SKU ID columns.
  3. Column headers can be customized by changing the contents and the formats of the corresponding cells in the Dictionary.
  4. Microsoft Excel® Undo function will not be able to bring the old values back after Clear.

<< Main.RollingPlan Dictionary >>