> For the complete documentation index, see [llms.txt](https://docs.claret.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.claret.app/make/make-planning/quick-start.md). # Quick Start: Make Planning ## What You'll Learn Make Planning helps you plan how much to make of each vintage by bringing together sales data, forecast data, and inventory into one view. After this guide, you'll be able to navigate to the module, select WIP items, read the planning grid, and interpret the Gantt chart. ## Before You Begin Your admin should have already: * Set up WIP (Work in Process) Items and Finished Goods Items * Configured Routings and Recipes linking WIP items to finished goods * Imported sales data and inventory data * Created at least one view configuration If the module shows no data, check with your admin that setup is complete. See [Setting Up Make Planning](/using-claret/getting-started/setting-up-modules/setting-up-make-planning.md) for what's required. ## Step 1: Access Make Planning Navigate to **Make > Make Planning** in the left navigation menu.

The Make Planning menu item in the navigation

## Step 2: Select a View 1. Click the **view menu** in the top-right of the page 2. Select a workspace view or configure a personal view 3. The view determines which sales data, inventory data, and supply plan data is displayed

The Make Planning view configuration screen

## Step 3: Select WIP Items 1. Use the **Parent WIP selector** at the top of the page. (You can use the filters to filter down the options in the Parent WIP selector.) 2. Select one or more WIP items to display 3. The grid and chart will populate with data for the selected items Each WIP item expands to show its child items (vintages), so you can see the breakdown by vintage year.

The Parent WIP selector at the top of the Make Planning page

## Step 4: Read the Grid The Make Planning grid is organized into sections: | Section | What It Shows | | -------------------------- | ----------------------------------------------------------------------------------- | | **Child Item Master Data** | Vintage, age start date, and age for each child item | | **Inventory** | Current finished goods and WIP inventory levels | | **Sales (History)** | Historical sales volumes for each vintage | | **Sales (Forecast)** | Forecasted sales mapped to vintage release dates | | **Supply Plan** | Ideal make (calculated) and planned make (your plan) quantities | | **Overall Position** | Surplus/deficit, packed quantities, to-pack quantities, position, and release dates |

The Make Planning grid, with columns grouped by section

{% hint style="info" %} The **Ideal Make** is calculated by Claret based on demand and inventory. The **Planned Make** is what you actually plan to produce — you can edit this value if it differs from the ideal. {% endhint %} ## Step 5: Understand the Gantt Chart Toggle the **Chart** view on using the Grid/Chart toggles at the top of the page. The Gantt chart provides a visual timeline showing: * When each vintage is expected to be released * How long the vintage is expected to available for (based on make and demand) * Overlap between vintages based on current plans Use the Gantt chart alongside the grid to visualize your production schedule and spot timing conflicts.

The Make Planning Gantt chart showing vintage release timelines

## Understanding the Data Key metrics in Make Planning: | Metric | What It Means | | ---------------- | --------------------------------------------------------------------------------------------------------------------- | | **Ideal Make** | The quantity Claret recommends producing to meet demand given current inventory | | **Planned Make** | The quantity you actually plan to produce — edit this to reflect your production plan | | **Position** | The net position after accounting for demand, inventory, and planned production. Negative means a potential shortfall | | **Surplus** | Inventory that exceeds demand requirements | ## Common Questions ### How does demand flow into Make Planning? Make Planning pulls demand from sales data (history and forecasts) configured in the view. Recipes link finished goods items to WIP items, so demand for a finished good translates into demand for its component WIP item. ### Can I edit the planned make quantity? Yes, if your license allows. Click on the Planned Make cell for a vintage and enter your planned production quantity. If you cannot edit Planned Make, contact your administrator to check your permissions. ### What do the vintage release dates mean? Release dates indicate when a vintage is planned to transition from WIP to finished goods and be available to meet demand. The Ideal Make calculation considers these dates when determining how much to produce and when. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.claret.app/make/make-planning/quick-start.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.