Planner Workbench (cprrp8351m000)

Use this session to view and maintain resources, and the related orders. You can also view capacities and utilizations within a selected planning cluster and site.

The Planner Workbench is displayed in two views:

  • Graph: Provides an overview for the utilization of the selected resources. This helps planners quickly assess capacity usage and identify bottlenecks.
  • Grid: Displays the related order for the selected resources.

Planner Workbench toolbar

You can set these values in the Planner Workbench (cprrp8351m00) session toolbar to filter resources and the related orders:

  • Planning Cluster: The code of the planning cluster. The resources linked to this planning cluster are displayed.
    Note: 
    • You must select a planning cluster to view the data.
    • You can select a normal cluster only.
  • Site: The code of the site. The available capacity and utilization for this site are displayed. The application considers all production departments linked to this site.
  • Production Department: The code of the production department. The resources linked to this department are displayed. You can view the available capacity and utilization for machines, labor, and other resources associated with this department.
    Note: This field is displayed only if the Production Department Selection check box is selected on the User Settings window.
  • Subcontractor: The code of a subcontractor. The resource capacity of the selected subcontractor is displayed. The application considers the capacity of the resources from all sites, linked to the selected subcontractor.
    Note: This field is displayed only if the Subcontractor Selection check box is selected in the User Settings window.
  • Critical Only: If this check box is selected, only resources with critical capacity are displayed.
  • Constrained: If this check box is selected, resources with limited availability are displayed.
  • Labor or Machine: You can view resources related to labor or machine. Labor capacity is defined at the work center level. Machine capacity is defined for a machine capacity group at the work cell level and reference operation in the subcontractor location.
  • Timescale Navigation: The range of dates for which the resources are displayed.

Planner Workbench User Settings

You can use the User Settings window to define the default values based on which resources and the related orders are displayed in the Planner Workbench (cprrp8351m00) session.

To access this window, you can click Settings and select User Settings. You can set these values in the Selection section:

Cluster
The default planning cluster for which the resources are displayed.
Site
The default site for which the resources are displayed.
Note: 
  • Sites for which the planning clusters are specified are only considered.
  • If a site is not specified, all sites for which a planning cluster is defined are displayed.
  • You can select a particular site or the All Sites option to filter the data.
Production Department Selection
If this check box is selected, the Production Department field is displayed on the workbench toolbar.
Production Department
The default production department for which resources are displayed.
Note: 
  • You can specify this value only if Planning Cluster and Site are specified.
  • The application considers only the Production Department related to the selected Planning Cluster and Site.
  • You can select a particular production department or the All Departments option to filter the data. By default, All Departments is selected.
  • The Production Department can be selected for machine and labor capacity.
Subcontractor Selection
If this check box is selected, the Subcontractor Selection field is displayed on the workbench toolbar.
Subcontractor
The default subcontractor for whom the resources are displayed.
Note: 
  • You can specify this value only if Planning Cluster and Site are specified.
  • The application considers only the subcontractor linked to the selected Planning Cluster and (Production) Site.
  • You can select a particular subcontractor or the All Subcontractors option to filter the data. The list of subcontractors is displayed based on the selected Production Department.
  • By default, this value is set to None if a Production Department is selected and you cannot modify this value.
  • By default, this value is set to All Subcontractors if the Production Department value is set to All Departments or None.
  • A Subcontractor can only be selected only if the Resource Type field is set to Machine.
Critical Only
If this check box is selected, only the resources with critical capacity are displayed.
Capacity Type
The type of resource for which the capacity is displayed in the workbench. Allowed values:
  • Machine
  • Labor
Total Weeks
The total number of weeks for which a resource is available.
Displayed Weeks
The number of weeks for which the data must be displayed on the graph.
Week Offset
The starting point for the week must be displayed on the graph. For example:
  • A week offset of 0 starts the chart from the current week.
  • A week offset of 2 starts the chart from two weeks ahead.
Backlog
If this check box is selected, the backlog column is displayed in the workbench.
You can also set colors for various statuses in the Utilization section. In the graph, the status of the resource utilization is displayed based on these colors.
You can select the form in which the resource must be displayed. Allowed values:
  • Code
  • Name
You can also set a threshold percentage in the Overload section to identify if a resource exceeds the available capacity.

Planner Workbench Gantt

The Gantt chart displays these columns:

  • Selection Column: Provides for an asymmetrical selection of one or more resources. The related orders for the selected resource are displayed in the grid. You can also view the related site and the backlog associated with the resource.
  • Zoom column: You can use the zoom option for a resource to view the detailed information of selected resource. Information is displayed based on the resource type:
    • Work center: Displays the code and description of the work center. You can also view the information such as the site, production department, number of available labor resources. This option is displayed only if Capacity Type is set to Labor in the User Settings window.
    • Machine Type: Displays the code and description of the machine capacity group. You can also view information such as the site, production department, type of machine and the number of available machines. This option is displayed only if Capacity Type is set to Machine in the User Settings window.
    • Work Cell: Displays the code and description of the work cell. You can also view information such as the site and production department. Work Cell is displayed only if the Capacity Type is set to Machine in the User Settings window.
    • Reference Operation: Displays the code and description of the reference operation. You can also view the information such as the site, code of the subcontractor, capacity of the machine or labor, for each week. Reference operation is displayed only if the Capacity Type is set to Machine in the User Settings window.
  • Backlog Column: The total capacity required for the resources to complete a task before the start of the current week. The value for the backlog is expressed in the number of hours. Backlog hours are calculated only if the start week of the graph is the current week. Else, the column is blank. This column is displayed only if the Backlog check box is selected in the User Settings window.

Planning Workbench Weekly Utilization Bar

The utilization bar provides a proportional summary of usage based on the capacity types for the available capacity within the specified time range. The bar is divided into five segments, each displaying a different type of capacity usage:

  • Available: Displays the total capacity available for the week (in hours). This segment considers these values:
    • Calendars: The number of working days or hours.
    • Machine groups: The number of machines.
    • Work centers: The number of FTEs (Full-Time Equivalents).
    • Work cells: The number of machines in the work cell. By default, one machine is considered.
    • Reference Operations: The values used from the subcontractor list.
      Note: This value is considered only if a value in the Calendars field is not specified.
  • Released: Displays the resource utilization that is in progress. A resource is considered released only if:
    • The status of the Production Order is set to Released, Printed, Active.
    • The status of the Production Schedule is set to Released or Active.
    • The status of the Work Order is set to Released.
    • The status of the PCS (Product Configuration System) activity is set to Active.
  • Created: Displays the required capacity that is committed but the work has not yet started. A resource is considered created only if:
    • The status of the Production Order is set to Created or Modify.
    • The status of the Production Schedule is set to Free or Firm.
    • The status of the Work Order is set to Free or Planned.
    • The status of the PCS (Product Configuration System) activity is set to Free or Stimulated.
  • Planned: Displays the capacity reserved for future or forecasted work. This includes Critical capacity requirements (from master planning), CTP (Capable to Promise) reservations, Planned (EP) production orders and schedules.
  • Free: Displays the remaining capacity.
    Note: If this value is negative, the resource is considered to be overloaded.

You can identify the resources that are overloaded in a week. This is indicated only if the Overload threshold is specified in the User Settings window.

You can hover over a utilization bar to view the actual numbers for the selected week and resource. The number is displayed for these statuses:

  • Available : The total capacity available in hours.
  • Planned : The total hours generated by planned orders.
  • Created : The total hours generated by actual orders that are not yet released.
  • Released : The total hours generated by actual orders that are on the production floor.
  • Free : The total hours that are not yet allocated.
Note: If the selected week is overloaded, the overload is displayed as a negative number for free hours.

Planner Workbench Grid

The grid displays orders based on the resource selected in the graph. This section is displayed only if one or more resources are selected.

Note: If multiple resources are selected, related orders that use the resource for the specified timelines are displayed.

You can review this information in the grid:

Resource Location
The location of the resource.
Resource Type
The type of resource. Allowed values:
  • Machine Capacity Group
  • Work Cell Machine
  • Operation Capacity
  • Work Center
  • Work Cell
Requirement Type
The requirement type of the resource. Allowed values:
  • Critical capacity requirement
  • CTP reservation
  • Planned production order
  • Planned production schedule
  • Production order
  • Production schedule
  • Work order
  • PCS activity
Order
The order number of the operation, schedule line or activity.
Note: This value is displayed only if the Requirement Type field is set to a value other than Critical capacity requirement or CTP reservation.
Position
The order line number of the resource.
Status
The status of the order.
Product
The code of the item.
Start
The start date and time of the applicable operation or activity.
Load (Hours)
The total load of the applicable operation or activity expressed in hours.
You can filter the data displayed in the grid based on the site, order type, status and the start date.
Note: If a resource is selected in the grid, the impact on the capacity is displayed in the graph. The load is highlighted in a proportional block on the grid for the selected week in the applicable capacity type.