PLAIO's interface is designed to be user-friendly, offering an intuitive layout that makes navigation between modules and worksheets seamless. This guide will help you understand the structure and functionality of the Platform through its interface.
System Navigation
The front page/dashboard is your main hub and landing space when using PLAIO. It's the first screen you see upon logging in and offers a snapshot of key data and quick access to all key areas of the platform.
Dashboard
Presents a customized overview based on your role and responsibilities providing a snapshot of the most relevant data.
Navigation Menu
Located in a collapsable ribbon on the left, these options allow you to switch between the modules or access user settings.
User Info
On the bottom left in the collapsable ribbon, you have information on the user and the possibility to log out.
PLAIO Worksheet Navigation
All the main PLAIO worksheets share a consistent structure for easy navigation. They include three primary areas; data, filters and details. You can always hide the menu bar, filters and detail section by pressing the green arrow to get a better view of the data.
Data
The data area is the heart of the worksheet, displaying your data in a grid view. Depending on the module, you'll see different data points, such as SKU details, demand forecasts, supply plans and purchase orders. The bottom line shows sums of certain columns when applicable.
Tip: Editable cells can be edited by double-clicking the cell in the grid.
Column Manipulation
You have several options to sort and arrange your worksheet through column manipulation. By clicking on the arrow next to a column name, you have these options:
Sort Ascending/Descending: Sorts the values in the column
Hide Column: Hides the column from the view
Column Info: Gives technical information on the column
Group: Allows you to group by the values in the column
Pin Left/Right: Pins the column
Row manipulation
Scrolling to the right end, you see a button represented by three lines on each line. Selecting that or right-clicking a line will show you actions available per line. That can be creating a task, deleting a line and, when applicable, executing a Coplanner action.
Filters
Located to the left, the filters allow you to refine your view based on various parameters. You can filter data by attributes like product, strength, market, etc. By narrowing down the data, you can focus on specific subsets of your information.
Details
Found at the bottom of the worksheet, the details section provides more specific information about a selected line item in the data area. While the details vary between worksheets, every worksheet includes a task management tab. Here we see tasks, BOM, Inventory, Change history, Orders and Detail Chart for the selected line.
Note: The details section appears once a line is selected. Otherwise, it is hidden.
Other
Action Button: This shows you possible actions from the worksheet. That can be editing reports, navigating related reports, Coplanner actions, and exporting data to CSV or Excel.
Arrows: These toggle the columns to their full width, giving you a better view of the data.
Auto-refresh toggle: Represented by a refresh icon, this toggle allows you to turn on or off auto-refresh. Turning off auto-refresh can be beneficial when dealing with large data sets or when changes to data could slow the system.
Coplanner: The Coplanner button is represented by its logo. It is visible on worksheets where you can use Coplanner actions on the worksheet itself instead of only one line.