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3 Planning Administration Task
The Planning Administration task establishes the foundational configuration required for assortment planning. It enables users to map prior year data to the current planning calendar, define product and location attributes, configure clustering strategy inputs, set export parameters, and establish default Item Flow settings.
Create the Planning Administration Segment
To create the Planning Administration segment:
1. Click Assortment Services in the Task menu.
2. Select the Planning Administration activity.
3. Select the Planning Administration task. The Create New Plan dialog opens.
4. Click Create New Plan .
5. Enter a descriptive plan label and click Ok .
6. In Select Product , choose one or multiple departments and click Finish .
Step: Week Mapping
The Week Mapping step aligns prior year weeks to the current year calendar to support accurate year-over-year analysis and trend comparison. By default, weeks are mapped on a one-to-one basis (for example, Week 1 of last year aligns to Week 1 of the current year). However, adjustments may be required in scenarios such as 53-week years or when major holidays shift between fiscal weeks or months. Updating the week mapping ensures that comparable business periods—such as holiday events—are correctly aligned, enabling more accurate historical analysis and planning decisions.
The step to complete this process:
1. Confirm and adjust the week mapping as required to reflect the correct alignment between prior year and current year periods.
Tab and View in this Step:
-
Week Mapping Tab:
- Week Mapping View
Week Mapping Tab
Used to review and update the week mapping between current year and prior year weeks.
Week Mapping View
Displays the relationship between current year weeks and their mapped prior year counterparts. Users can modify mappings to account for calendar shifts, such as holiday
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Olustering Strategy|SalesWe|ight R|SalesWeightU|SalesWeightAUR|GrossMargin
WeightR|GrossMargin
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|CompetitiveGrowthStrategy||40.0%|40.0%|0.0%|0.0%|40.0%|
|MaintainStrategy||20.0%|70.0%|20.0%|20.0%|20.0%|
|ProfitGrowthStrategy||55.0%|0.0%|0.0%|50.0%|55.0%|
|Sales GrowthStrategy||60.0%|0.0%|O.0%|0.0%|40.0%|
|Shrink/PruneStrategy||25.0%|00%|oo|25.0%||
In this guide
- Guide: Assortment Planning Cloud Service User Guide
- Previous: 2 AP Cloud Service Dashboard
- Next: 4 Validate Loaded Data Task