| Workload leveling and modification in the plan.When loading a new plan Workload leveling can be performed at the time of creating a new
plan. The leveling is performed directly after the activities are loaded. With
or without workload leveling, the parallel planning attributes define the
groups that are created when a new plan is created. However, without workload
leveling, only one group is created for each unique combination of parallel
attribute values. With workload leveling, a group set and a group are created
for each unique combination of parallel attribute values. When a new plan is created in combination with workload
leveling, the created groups may or may not be part of group sets. Possibly,
stand-alone groups are also created. So a new plan can include one or more
group sets and one or more stand-alone groups. The modifications that must be implemented are: - When the group for an activity is available, Infor LN tries to
find a matching attribute set for the group that must be used for workload
leveling.
- When matching attribute set for the group is not available,
the group set is also not available. Hence, Workload leveling is
ignored.
- When matching attribute set for the group is available, the
group set is also available, Hence, Workload leveling must be
performed.
Note All the activities are currently linked to a single group.
When all the activities are loaded, workload leveling is performed. The
parallel planning attributes are considered for both; the group set and the
group. When adding activities to an existing plan (re-generate
plan) For a plan, the group sets with multiple groups may exist. The
new activities are always added to the first group of a group set. So after
loading the new activities, the plan includes existing and new
activities. When new activities are added to the existing plan, the workload
leveling is different from the workload leveling performed for a new plan.
Following are the possible scenarios: - Group sets with only one group - These group sets are created
when the new activities are loaded. The workload leveling process in this
scenario:
- Create new groups.
- Distribute the activities of each group set across all
groups of the group set.
- Group sets with multiple groups to which no new activities are
added. No changes are made to these groups.
- Group sets with multiple groups to which new activities are
added. The workload leveling process in this scenario:
- Check whether new groups must be created for the group
set.
- Distribute the new activities in the group set across all
groups of the group set.
When adding activities to an existing plan (keep existing
plan) When new activities are added to an existing plan and the
existing plan is not modified (except from adding new activities), Infor LN searches
for the correct group for this activities. If the group is available, Infor LN must
check: - If the group is part of a group set . The group in the group
set with the earliest finish time is selected. The activity is added to this
group.
- If, the group is not part of a group set. The activity is added
to this group.
When planning the activities - The activities in an activity set are sorted before the
activities are planned. When workload leveling is performed, the activities can
be sorted based on the earliest start time, planned start time, planned finish
time and latest finish time. When activities are planned, a new sorting option,
the latest start time is included. The latest start time of an activity is
calculated from the latest finish time and the activity duration. When the
activity is planned backwards from the latest finish time, the latest start
time is available. Note:
The calendar, availability type and time zone of an activity is used to
calculate the latest start time.
- When the Respect Earliest Start Time check boxes for service
order, work order and planned activities are not selected in the Service Planning Parameters (tsspc0100m000) session, slack may occur between two
activities. In this case, the slack algorithm must be performed to minimize the
slack as much as possible. Note: The difference in running the slack
algorithm for workload leveling and during the planning process is:
- For the planning process, the slack is minimized using the
activities in the same activity set. As a result, an activity can never be
moved to another activity set or another group.
- For workload leveling, the slack is minimized using the
activities that are not yet assigned to a group. As a result an activity can be
moved to another activity set or another group.
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