Level Workload (tsspc3290m000)

Use this session to delete the existing groups and to create new groups of the selected group sets.

Planned by origin

In the Selection Range group box, for the Activity Origin field, you can only view the origins for which the Planned by Origin check box is cleared in the Resource Planning Parameters (tsspc0101m000) session. Also, the Status fields for the origins are not displayed. For example, if the Planned by Origin check box is selected for the Service Order origin, the From Service Order Activity Status field is not displayed.

Field Information

Selection Range
Activity Origin

The From and To fields define a range of: the Activity Origin.

Allowed values

Service Order
Work Order
Planned Activity
Project
Non-Conformance Report
Corrective Action Plan
Job Shop Order
Project (PCS)
Group Set

The From and To fields define a range of: the group sets for which workload leveling is performed.

Note: This field is applicable only if activity origin range is specified in the Activity Origin field for the same origin.
Planned Start Time

The From and To fields define a range of: planned start time. All group sets with a planned start time within the specified range, are selected.

Planned Finish Time

The From and To fields define a range of: planned finish time. All group sets with a planned finish time within the specified range, are selected.

Options
Simulate

If this check box is selected, LN runs the plan process in simulation mode. The results are not saved to the database. This process enables you to review the results before planning the selected groups and activity sets..

Plan Forward

The options to determine the planning of groups in the group sets that are workload leveled.

Allowed values

No

Activities are sorted based on time, the activities will not be planned.

From Start Time Activities

The start time of the first activity in a group to be planned is the earliest start time of the activity. If no earliest start time is specified for the activity, the planned start time (a mandatory field) will be used.

From Specified Time

The start time of the first activity to be planned is defined by the user in field Plan Forward From. The time in this field is the start time of the first activity in a group to be planned. When no start time is specified LN displays an error message.

From Finish Time Orders

The start time of the first planned activity to be planned is the finish time of the last service order with the same characteristics as the planned activity. This option is only applicable for planned activities.

Date/Time

The start date and time of the groups to be planned.

Note: This field is applicable only if Plan Forward is set to From Specified Time.
Automatically Freeze Activity Set

If this check box is selected, LN freezes the activity sets after the activity sets are planned.

Freeze Activity Set When Start Before

If this check box is selected, all activity sets that start before this date are frozen after planning.

Note: This field is applicable only if Automatically Freeze Activity Set check box is selected.
Automatically Firm Plan Activities

If this check box is selected, LN sets the activity of the group planning, to Firm Planned.

Note: 

If the status of the original service order activity or work order activity is equal to or higher than the status specified in the From Service Order Activity Status field, LN sets the status of the activity of the group planning, to Firm Planned.

An activity is set to firm planned only when the planning process is executed successfully.

From Service Order Activity Status

All activities with a status equal to or higher the specified status are, firm planned after planning.

Allowed values

Planned

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Released

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.

Completed

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

Costed

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.

Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved.
Closed

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

Canceled

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled.
Rejected
Free

The status when you first define a service order.

Note: This field is enabled only if the Activity Origin is set to Service Order and the Automatically Firm Plan Activities check box is selected.
From Work Order Activity Status

All activities with a status equal to or higher the specified status are, firm planned after planning.

Allowed values

Planned
Released
Completed
Signed-Off
Closed
Canceled
Free
Note: This field is enabled only if the Activity Origin is set to Work Order and the Automatically Firm Plan Activities check box is selected.
From Planned Activity Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Released
Transferred
Canceled
Free
Note: This field is enabled only if the Activity Origin is set to Planned Activity and the Automatically Firm Plan Activities check box is selected.
From Project Activity Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Free
Actual
Final
Note: This field is enabled only if the Activity Origin is set to Project and the Automatically Firm Plan Activities check box is selected.
From Non-Conformance Report Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Open
Submitted
Assigned
Dispositioned
Canceled
Closed
Note: This field is enabled only if the Activity Origin is set to Non-Conformance Report and the Automatically Firm Plan Activities check box is selected.
From Corrective Action Plan Task Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Open
Approved
In Progress
Completed
Closed
Canceled
Note: This field is enabled only if the Activity Origin is set to Corrective Action Plan and the Automatically Firm Plan Activities check box is selected.
From Job Order Operation Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Planned

The status when the plan is created.

Ready to Start

When there is enough Quantity Completed on all the previous operations to report complete the minimum order quantity of the operation in the Report Operations Completed (tisfc0130m000) session, the operation status is set to Ready to Start by the previous operation.

Started

If you use LN the operation status is Started when any quantity is reported as completed in Job Shop Control .

Active

A WIP transaction has been performed on this operation. When the first operation is set to Active, the order status becomes Active too.

Blocked

The operation has been blocked in Job Shop Control by the user or by an inspection order. Refer to Blocking operations.

Completed

All the work has been completed for the operation. The quantities reported as completed and rejected are final. You can set this status in the Report Operations Completed (tisfc0130m000) details session. If required, you can click Reset Operation Status in the Report Operations Completed (tisfc0130m000) details session to change the operation status from Completed back to Active.

Closed

The financial results of the operation have been calculated. Operations can only be closed in LN.

Note: This field is enabled only if the Activity Origin is set to Job Shop Order and the Automatically Firm Plan Activities check box is selected.
From Project (PCS) Activity Status

All activities with a status equal to or higher the specified status, are firm planned after planning.

Allowed values

Not Started
In Progress
Completed
Note: This field is enabled only if the Activity Origin is set to Project (PCS) and the Automatically Firm Plan Activities check box is selected.
Process Report

If this check box is selected, LN generates process report.

Error Report

If this check box is selected, LN generates error report. This report contains details of all warnings and errors that occur during the process.