Plan Groups and Activity Sets (tsspc3220m000)

Use this session to plan the activities in a group planning.

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)
Level

The group planning level to be planned.

Allowed values

Group

This option deletes a group or more than one group. The groups and activities of the selected groups are deleted.

Activity set

This option deletes the activity sets of the selected group.

Activity

This option deletes the activities of the selected group.

Group

The From and To fields define a range of: groups that must be planned.

Activity Set Sequence

The From and To fields define a range of: activity sets in a group that must be planned.

Activity Sequence

The From and To fields define a range of: activities that must be planned.

Planned Start Time

The From and To fields define a range of: the earliest start date and time of all activity sets in the specified group.

Planned Finish Time

The From and To fields define a range of: the latest finish date and time of all activity sets in the specified group.

Options
Simulate

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

Plan Forward

The options to determine how the specified activities can be planned.

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.

Plan Forward From

The start time of the first activity in a group to be planned.

Note: This field is enabled only if you set the Plan Forward field to From 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

The latest start time of the groups that must be frozen. The activity sets that have a start time before this specified time, are frozen.

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

If this check box is selected, LN sets the status of 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

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned.

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 when the Activity Origin field is set to Service Order and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Work Order Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned.

Allowed values

Planned
Released
Completed
Signed-Off
Closed
Canceled
Free
Note: 

This field is enabled only when the Activity Origin field is set to Work Order and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Planned Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned.

Allowed values

Released
Transferred
Canceled
Free
Note: 

This field is enabled only when the Activity Origin field is set to Planned Activity and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Project Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to firm planned.

Allowed values

Free
Actual
Final
Note: 

This field is enabled only when the Activity Origin field is set to Project and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Non-Conformance Report Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Open
Submitted
Assigned
Dispositioned
Canceled
Closed
Note: 

This field is enabled only when the Activity Origin field is set to Non-Conformance Report and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Corrective Action Plan Task Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Open
Approved
In Progress
Completed
Closed
Canceled
Note: 

This field is enabled only when the Activity Origin field is set to Corrective Action Plan and the status of the activities added to group planning is set to Planned.

If the activity in group planning is set to Firm Planned, then the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Job Order Operation Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

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 when the Activity Origin field is set to Job Shop Order and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

From Project (PCS) Activity Status

The status of the original activities used to determine whether the group planning activity status must be set to Firm Planned. The group planning activity status is set to Firm Planned only if the status of the original activity is equal to or higher than the specified status. If the status of the original activity is less than the specified status, the group planning activity is not set to Firm Planned.

Allowed values

Not Started
In Progress
Completed
Note: 

This field is enabled only when the Activity Origin field is set to Project (PCS) and the status of the activities added to group planning is set to Planned.

When an activity in group planning is set to Firm Planned, the status of all the existing activities in the same activity set is also set to Firm Planned.

LN does not allow you to set the activity status to Firm Planned if the status of the activity added to group planning is not set to Planned.

Print Options
Process Report

If this check box is selected, LN generates process report. The report contains details of all the activities that are moved.

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.