The Planner Workspaces application in SAP IBP provides a configurable user interface for planners. The primary configuration tasks involve adding the essential components that a planner needs for their work. These components include:

1. Planning Views: These are the core data grids for viewing and editing key figure values.

2. Custom Alerts: These highlight exceptions and issues that require the planner's attention.

3. Playbooks: These are guided procedures that can be linked to alerts, allowing planners to launch a resolution process directly from the workspace.

These elements are added and arranged within the Planner Workspace to create a tailored dashboard for specific planning roles or tasks.

B. Add Navigation profile: Navigation profiles are configured at a higher level in the SAP Fiori launchpad (e.g., via business roles) to control navigation between applications, not within the Planner Workspace settings itself.

C. Define key figure formatting: Key figure formatting (e.g., decimal places, color) is defined in the Planning Area configuration or within the SAP IBP Add-In for Microsoft Excel, not as a direct setting of the Planner Workspace.

1. SAP Help Portal

SAP Integrated Business Planning for Supply Chain

"Planner Workspaces": This document outlines the purpose of Planner Workspaces as a personalized dashboard. It states

"You can create your own planner workspaces by adding planning views

analytics charts

and custom alerts to them." This directly supports options A and D.

2. SAP Help Portal

SAP Integrated Business Planning for Supply Chain

"Managing Planner Workspaces": This guide details the configuration steps

specifying that users can "add content to the workspace

for example

a planning view

an analytics chart

or a custom alert." This again confirms A and D.

3. SAP Help Portal

SAP Integrated Business Planning for Supply Chain

"Playbooks": This section explains that playbooks can be assigned to custom alert types. It states

"When an alert of this type is displayed

for example

in the Monitor Custom Alerts app or in a planner workspace

the planner can start the playbook..." This confirms that adding playbooks for alerts (E) is a relevant configuration that impacts the Planner Workspace's appearance and functionality.

4. SAP Help Portal

SAP Integrated Business Planning for Supply Chain

"Configuration of Key Figures": This documentation specifies that formatting

such as the number of decimal places

is part of the key figure's definition within the Planning Area configuration app

which invalidates option C.