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Scheduling by Operation
Elisa Soares Rosa avatar
Written by Elisa Soares Rosa
Updated over a week ago

The scheduling by operation allows you to have a visualization of the different production orders and scheduled operations, providing you with a better understanding of the span of each operation over time.

To activate this feature an Admin user can go to Settings > Resources > Gantts and select the option 'Allow to visualize and manage scheduling at operation level':

Available Filters and Visualization Settings

There are several filters available to help you understand in more detail the operations distribution throughout the days.

  • Shipping: Only the operations associated with the production orders linked to the identified shipping on the filter will be displayed.

  • Production Order: Only the operations for the filtered production order will be displayed.

  • Product: Only the operations whose production order have the filtered product will be displayed.

  • Section: Only the operations that belong to the identified section will be presented on the listing.

  • Only with no machine planned: If selected, only the operations that do not have any machine assigned will be presented.

  • Date filter: Time interval to be displayed on the Gantt chart. Only the orders whose start or end date are within this time interval will be displayed.

  • "+" and "-" buttons: Enables greater (+) or lesser (-) time granularity when analyzing the Gantt chart.

  • Previous / Next buttons: The buttons enable you to navigate through the various pages, displaying the production orders within the selected time interval. This is only considered when you have more than 50 results to be displayed.

Available Functionalities

1. Change the workers/machines assigned to the operations

To modify the workers and machines assigned to each operation, press on the operation bar (1) and assign the desired machines (2) and workers (3).

Note that when you add more workers the operation bar size will adapt. For example, if an operation has a duration of 4 hours assigning it to 2 workers will shorten its duration to 2 hours.

2. Edit the production order start/end date and duration

  • Change the Start and End Date of a Production Order operation:

You can rearrange the operations by dragging them to different dates, which will impact the start and end date of the production order to which the operation is assigned. To drag the operation 'click and hold' the operation bar you want to re-schedule and drag it to the desired date.

Note that the production order start date will be adapted considering the change in the operation:

  • Increase/Decrease the duration of an operation and/or production orders:

It's also possible to increase/decrease the production order and operation duration, by expanding/shrinking the bar size of the operations on both borders.

Note that, changing the operations bar size will not impact their cycle time, but will impact the load of the production order.

The production order start date will adapt considering the change in the operation bar:

  • Using the "Magic Wand" (to reschedule the production order considering cycle time*qty ordered / lead time)

As seen in the image below, after dragging an operation to a specific date, the remaining operations will not immediately adjust - There's a 5-hour gap between the "Mixing" operation and the "Baking" one.

To fix this, you can reschedule the production order by clicking on the "magic wand", which will rearrange automatically all operations based on the previous alterations - See below.

When using the magic wand, all operations duration within that production order (which corresponds to the yellow bar length) will be recalculated considering the settings defined on the operation. To know more about how the "magic wand" calculations function check this.

This can be useful when the duration of the operation is not accurate and you need them to have its default and theoretical duration recalculated, considering the most recent data you've provided to the system.

Additional information available

On the left of all operations bars, you'll find a small colored marking which indicates the status of the operation (1):

  • Green: means that the operation is already performed, which usually means that the quantity ordered in the Production order has been produced for that specific operation.

  • Red: means that the operation planned date has passed.

  • Blue: means that the operation is scheduled and on time.

You also have a red line (2) that marks the present day for guidance and a red circle with an exclamation point (3) that warns you when the operation needs a machine and it's not yet scheduled.

Available Views

Besides the Gantt Chart(0), it's possible to have the production orders presented in a list (1) or a calendar (2):

  • Calendar View:

    On the calendar view, you have the option to have the production orders presented by month and week on a calendar (1). To navigate between the months/weeks you should select the buttons "<" ">" available (2).

  • List View:

    In the list view, you have organized all operations into sections, considering the operation date, and providing information such as production order, product code, estimated time, and other details listed below.

This information is available to be exported to an excel/pdf sheet by selecting the buttons highlighted in the image above.

FAQs:

1. Why can't I see an operation in scheduling?

There are a couple of reasons not to see your operations in scheduling. First, we would suggest that you check the date range selected and the date scheduled for the production order. If the operation time is within the selected time frame check if the operation you're looking for is optional, no time or recovery. Operations with these options are not shown because their impact on the scheduled time is unpredictable.

If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.

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