To create load plans using the Graphical Plan Board (fmlbd0215m000)

You can use the Plan Board (fmlbd0215m000) session to create load plans. The Plan Board (fmlbd0215m000) session provides an intuitive graphical interface that you can use to create and maintain load plans.

Note that the graphical planboard is only available to Worktop users. Webtop users are referred to the Load Plan Gantt Chart (fmlbd0710m000).

To create a load plan, proceed as follows:

  1. Highlight a planning group from the planning groups displayed in the upper left pane of the plan board window, the Planning group pane. The freight orders of the highlighted planning group are displayed in the upper right pane of the window, the Freight Order pane. If one or more load plans were created for the selected planning group and shipping office previously, the load plans are displayed in the lower left pane, the Load Plan pane. For further details on the data displayed in the panes of the Plan Board (fmlbd0215m000) window, see:

  2. To create a load plan, select the freight orders for which you want to create the load plan. By default, all Expected and Planned freight orders of the highlighted planning group are selected. To make a subselection from these freight orders, see Freight Order pane properties.

  3. Select the required planning algorithm to create the load plan for the selected freight orders. To select a planning algorithm, the following options are available:

    • Click the preferred planning algorithm button at the bottom of the Planning Group pane. As a result, the load plan is created using the selected planning algorithm and the default settings of the Generate Plan (fmlbd0280m000) session. See General Graphical Plan Board (fmlbd0215m000) window properties to check which of the algorithm buttons is the one you require.
    • Select the Advanced Planning Selection from the Generate Plan submenu on the appropriate menu, or press F3 to start the Generate Plan (fmlbd0280m000) session, in which you can adjust the default settings and default options to create a plan that meets specific requirements.

The newly created plan appears in the Load Plan pane, showing data such as the planning algorithm used to create the load plan, freight costs, and so on. If you highlight the plan, the Loads and Shipments pane displays the shipments, loads, and shipment lines of this plan.

You can create more than one load plan from the same freight orders, each time using another planning algorithm. Each load plan is displayed in the Load Plan pane. You can compare these load plans and make the preferred one Actual by clicking Make the Plan Actual. Before you make a load plan Actual, you can add and remove loads, shipments, and shipment lines to load plans. For further information, see To modify load plans using the Graphical Plan Board (fmlbd0215m000).

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