Actions menu "..." in the upper-right corner of worksheets.
Using Grid Actions in Demand Planning
The Grid Actions feature in PLAIO allows planners to enhance their demand forecasting workflows by running advanced forecasting models, customizing plan types, and simulating what-if scenarios — all directly within the Grid View.
This functionality is designed to help you automate, optimize, and compare demand planning strategies across SKUs.
What Are Grid Actions?
Grid Actions are available via the Action Button (... icon) located at the top-right corner of the Grid View. These actions allow you to:
Run Generate Forecasts
Create new custom plan types
Lock forecasts using Save Forecast Version
Delete existing plan types
Export worksheets to Excel
Available Actions
Here’s a breakdown of each available Grid Action:
Action | Description |
Generate Forecast | Applies a system-generated forecast using identified models based on historical data. Ideal for trend-based and automated forecasting. |
Add/Delete Plan Type | Start a new forecast plan from scratch or copy from an existing one. Optionally adjust scale factors and enable what-if simulations. You can only delete custom plan types. |
Save Forecast Version | Snapshot a plan when decisions are finalised. Useful for finalized forecasts or audits. |
Delete Plan Type | Remove a selected forecast plan type for cleanup or replacement. |
Export Excel | Download a local copy of your worksheet in an Excel file. |
Add Plan Type
When creating a new plan, you can choose from the following options:
Copy from Existing Plan: Use an existing plan as a template, or start blank.
Scaling Factors: Adjust supply/demand trends over time by setting a start and end scale (e.g., from 1.0 to 1.1 for a 10% increase).
Delete Plan Type
Select Plan Type to be deleted and click “Delete”
Why Use Grid Actions?
Grid Actions simplifies complex forecasting and planning workflows by integrating model selection, scenario testing, and automation directly into the demand planning view. It helps planners:
Improve forecast accuracy
Save time by automating repetitive tasks
Compare different forecasting strategies
Simulate business-impacting scenarios before implementation