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title: "Manual Planning"
canonical: "https://docs.rubiconwater.com/space/PNC/2051735776/Manual%20Planning"
format: markdown
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> Macro (toc)

Planning is the process of deciding what orders will run on the plan day, how the orders will be sequenced and where the water to supply the orders will come from. When you create a manual plan, you explicitly link supply and demand flow events to manage the relationships between orders and supply changes at the regulators.

In manual planning, you have full control over all the orders in the plan area, and it is your responsibility to ensure that you balance supply and demand. The DMS Planning Schematic is a tool that simplifies manual planning by allowing you to synchronise flow events, and to monitor the effects of your changes on regulator capacity.

Manual planning is typically used where your regulators are not automatically controlled and you need to reduce the number of flow changes required at the regulators. It is possible to use manual planning on all or part of the network.

## Workflow Sequence

- Log in to a planning area as planner and set your contact number. See <u>[Logging in to a Planning Area or Group](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899739)</u>
- Create a plan for the next day. See <u>[Creating a New Plan](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051866957)</u>
- Inspect the orders in the plan, and the flow through the supplying regulators. See <u>[Viewing Orders on the Planning Schematic](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899754)</u> and <u>[Using the Flow Histogram](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899829)</u>
- In the Planning Schematic, work with one pool at a time to adjust the order schedule by linking the start and finish time of orders to reduce flow changes. See <u>[Linking Orders](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899784)</u>
- Check the plan for any over capacity regulators, or late orders and adjust the plan if necessary. See [https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899859](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899859).
- Finalise the plan. Order details are sent to customers for confirmation. <u>[Saving or Finalising a Plan](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051867107)</u>
- Before the end of the day, run the Contact Sheet report to see if there are any orders yet to be confirmed. Confirm any outstanding orders with customers. See <u>[Contact Sheet Report](https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1987019065)</u> and <u>[Confirming an Order](https://rubiconwater.atlassian.net/wiki/spaces/PNC/pages/2051899469)</u>
- Generate the Daily Running Sheet report for field operators <u>[Running Sheet Report](https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1986888436)</u>
- Log out of the planning area and specify an after-hours contact person.

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