Planning Overview: Portfolio Status and Work Queues

Planning Overview is the portfolio control panel. Use it to confirm freshness, understand the size and value of work, find blockers, track execution, and drill into filtered Action Lines. Use Inventory Control Tower when the question is when stock changes over time.

Start at the top

• Last Sync and Latest Run confirm whether the current planning snapshot is fresh.
• Warehouses Covered confirms the active scope.
• Current Run Status and Forecast Engine Message explain whether results were applied and whether attention is required.
• Open Latest Run when the status or message needs investigation.

Use the Actions tab

• Urgent Action Lines counts due, blocked, expedite, and setup work that needs attention now.
• Buy Budget Needed is the estimated value of lines that still need buying, subject to current cost data.
• Internal Rebalance shows stock that can be moved between eligible warehouses.
• Setup Blockers isolates missing vendors, routes, rules, dates, UoMs, or other prerequisites.
• Forecast Quality shows stockout-affected, adjusted, review, and availability-unknown lines at portfolio scale.
• Order Windows separate current work from dated recurring or manual purchasing.

Execution and pressure

• Action Queue separates Buy, Transfer, Transfer + Buy, Setup Needed, Watch, and Ignored.
• Execution Progress separates pending, partially executed, executed, and blocked lines.
• Setup & Data Issues explains why work cannot proceed.
• Warehouse Pressure compares urgent work, buy value, transfer units, and blockers by warehouse.

Performance tabs

Inventory & Service, Forecast Quality, and Planning Impact use durable historical facts and mature evidence. They can show Collecting Baseline, Partial Coverage, Missing Cost Data, or Insufficient Samples. They do not replace the operational Actions tab.