Get Plan components

You can sync the components from InEight Plan to Design to let your Quantity Item Forecast (TO) quantity to be driven by the component quantity directly from Plan. The system automatically associates the integrated Plan components to the quantity items in Design based on the project settings for required and unique attributes and project values.

To navigate to Get Plan components, go to the projects home page > Design > Quantity forecasting > Quantity Items > Actions.

A banner shows when the sync is in progress after you select Get Plan components.

During the sync, two things occur:

• As new or updated components are brought into Design, their attributes are compared to what is defined in the project settings, and then associations that occurred are created or updated.

• The quantity item’s quantity is updated based on the new quantity that is brought over from Plan, and then update any Forecast (TO) quantity where Component Qty driver is set.

These are read-only fields that show the summed amounts for the quantity and installed quantity of components assigned to the quantity item.. You can view components assigned to a quantity item by opening the Edit quantity item slide-out of a quantity item, and then selecting the Components tab or by selecting the link available on the Component Qty amount in the grid.

Considerations

• You must have applicable permissions in Quantity forecasting.

• The Get Plan components action is available when Enable component integration with Plan is enabled and configured in the project settings > Quantity forecasting > Component integration > Plan component integration.