SchedulePro - Finite Capacity Scheduling (FCS) Tool -SchedulePro User Guide

SchedulePro User Guide for Version 7.2 Copyright (c) 2016-present, INTELLIGEN, INC. All rights reserved. Table of Contents 1 Introduction 1 1.1 Introduction to SchedulePro 1 1.2 Quick Start 1 1.3 SchedulePro Installation 1 1.3.1 System Requirements 1 1.3.2 Installation from CD 2 1.3.3 Database Setup 2 1.3.4 MDAC Installation 2 1.3.5 Installation by Download 3 1.4 Hardware Key Renewal 3 1.5 Microsoft .NET Framework 3 1.6 Technical Support 3 1.7 Sentinel Driver (Hardware Protected Version Only) 3 1.8 SQL Server and Report Viewer 4 1.9 All CD Versions 4 1.10 Hardware Protected Version Only 4 1.11 Database Locations 4 2 Getting Started 7 2.1 Understanding SchedulePro 7 2.1.1 About SchedulePro 7 2.1.2 Recipes 7 2.1.3 Getting Started Scheduling 10 2.2 SchedulePro Features 11 2.2.1 Scheduling Timing Options 11 2.2.2 Scheduling Modes 12 2.2.3 Visualizing and Reporting Results 12 2.2.4 Interation with Other Programs 13 2.3 Launching SchedulePro 13 2.3.1 General Options 14 SchedulePro iii 2.3.2 Physical Units Defaults 15 2.4 Create Your First Schedule 15 2.4.1 Create a Facility and Add Equipment 15 2.4.2 Create a Simple Recipe 16 2.4.3 Schedule the Recipe 16 3 User Interface 17 3.1 Interface Concepts 17 3.1.1 The SchedulePro Document 17 3.1.2 Navigation 17 3.1.3 Context (Right-Click) Menus 18 3.1.4 Toolbar Buttons 18 Main Toolbar 18 3.2 SchedulePro Navigation Tree 20 3.3 SchedulePro Windows 21 3.3.1 Campaign Window 21 Scheduler Settings 21 Campaign Sequence Toolbar 22 Campaign Sequence Context Menu 23 3.3.2 Batch Window 24 Batch Sequence Toolbar 25 Batch Sequence Context Menu 26 3.3.3 Recipe List Window 27 Recipes Toolbar 27 Recipe Context Menu 28 3.3.4 Recipe Window 30 Recipe Properties 31 Procedures Toolbar 31 Procedures Context Menu 32 3.3.5 Section Window 33 3.3.6 Procedure Window 33 3.3.7 Materials List Window 35 3.3.8 SKU List Window 36 SKU Toolbar 37 3.3.9 Facilities List Window 37 Facilities List 38 Facilities Toolbar 38 SchedulePro iv 3.3.10 Labor Window 39 Labor List 40 Labor Toolbar 41 Labor Context Menu 41 3.3.11 Staff Window 42 3.3.12 Utilities Window 43 3.3.13 Equipment (Work Area // Transfer Panel) Window 45 3.3.14 Storage Unit // Material Supply System Windows 46 3.3.15 Campaign Entry Window 48 Scheduled Batches List 48 3.3.16 Batch Entry Window 50 Scheduled Procedures Toolbar 50 3.3.17 Scheduled Procedure Entry Window 51 Operation Sequence 52 Operation Sequence Context Menu 52 Operation Sequence Toolbar 53 3.4 SchedulePro Main Menu 53 3.4.1 File Menu 53 3.4.2 Edit Menu Item 53 3.4.3 Recipe Menu Item 54 3.4.4 Resources Menu Item 54 3.4.5 Options Menu Item 55 3.4.6 Plan Menu Item 55 3.4.7 Schedule Menu Item 56 3.4.8 View Menu Item 56 3.4.9 Reports Menu Item 58 3.4.10 SQL Server Menu Item 59 3.4.11 Connectivity Menu Item 60 3.4.12 Window Menu Item 61 3.4.13 Help Menu Item 61 3.5 Interface Options 61 3.5.1 Physical Units Defaults 61 3.5.2 General Preferences 62 3.5.3 SchedulePro Units 62 4 Tutorial 65 4.1 Tutorial Introduction 65 SchedulePro v 4.2 Tutorial Structure 67 4.3 The Tutorials 68 4.3.1 Tutorial-1a: Creating and Scheduling a Simple Recipe 68 Adding the Facility and its Resources 69 Creating the Recipe 70 Planning and Scheduling Campaigns 79 Visualizing the Production Schedule 83 4.3.2 Tutorial-1b: Impact of Equipment Pools 84 4.3.3 Tutorial-1c: Scheduling with Flexible Shifts 87 4.3.4 Tutorial-2a: Multiple Recipes and Equipment Routing 89 4.3.5 Tutorial-2b: Considering Changeover Times 92 4.3.6 Tutorial-3a: Drag & Drop Schedule Adjustments 95 4.3.7 Tutorial-3b: Representing Process Delays 96 4.3.8 Tutorial-4a: Resource Tracking 99 4.3.9 Tutorial-4b: Inventory Tracking 106 4.3.10 Tutorial-5: Debottlenecking Production Lines 109 4.3.11 Tutorial-6a: Scheduling with Facility Downtimes 111 4.3.12 Tutorial 6b: Interruptible Operations 114 4.3.13 Tutorial-7: Scaling Recipes and Campaigns 116 4.3.14 Tutorial-8: Creating and Using Stock Keeping Units (SKU) 120 5 Creating Recipes 127 5.1 Introduction to Recipes 127 5.2 Recipe//SKU Types 127 5.3 Operation Types 128 5.4 Operation Report Text 128 5.5 Importing Recipes from SuperPro 129 5.5.1 SuperPro Recipe Export 129 5.5.2 SchedulePro Recipe Import 130 5.5.3 Managing the Recipe Database 131 5.6 Building Recipes in SchedulePro 132 5.6.1 Adding a Recipe 132 Recipe Main Input//Output 133 5.6.2 Editing Recipe Properties 133 5.6.3 Deleting a Recipe 133 5.6.4 Recipe Cut, Copy and Paste 134 SchedulePro vi 5.6.5 Recipe Sorting 134 5.6.6 Recipe Folders 134 5.6.7 Recipe Branches 134 5.6.8 Recipe Sections 134 Adding Sections 134 Deleting a Section 135 Editing a Section 135 Section Copy and Paste 135 Suites 136 5.6.9 Procedures 136 Adding a Procedure 136 Editing Procedures 137 5.6.10 Operations 140 Adding an Operation 140 Editing an Operation 140 Operation Links 155 5.6.11 Validating a Recipe 155 Recipe Check Function 155 Recipe Gantt Chart 156 Recipe Flow Chart 156 View Linked Operations 158 5.7 Editing Data For the Entire Recipe 159 5.7.1 Operation Overview 159 5.7.2 Recipe-wide Flex Shifts 160 5.7.3 Recipe Stream Overiew 161 5.7.4 Recipe Labor Overview 162 5.7.5 Procedure Overview 162 5.7.6 Recipe Staff Editing 163 5.7.7 Recipe Scaling 164 5.7.8 Create an SKU from a Recipe 164 6 SchedulePro Resources 167 6.1 Introduction to Resources 167 6.1.1 Used-By Feature for Resources 167 6.2 Material Resources 168 6.2.1 Adding a Material 168 6.2.2 Editing a Material 170 6.2.3 Material Resources and SKUs 170 SchedulePro vii 6.3 Facility Resources 170 6.3.1 Adding a Facility 171 6.3.2 Editing a Facility 171 6.3.3 Facility Suites 171 6.3.4 Facility Resource Calendar 173 Accessing the Calendar 173 Declaring Calendar Events 174 Editing and Deleting Calendar Events 175 6.3.5 Labor Resources 175 Labor Availability 176 6.3.6 Staff Resources 177 6.3.7 Utility Resources 178 Utility Materials Tab 179 6.3.8 Equipment Resources 179 Equipment Size 180 Equipment Cost 182 Equipment Cleaning//Changeover 182 Auxiliary//Main Compatibility Tab 183 Transfer Panel Compatibility Tab 184 Size Tab 184 6.3.9 Work Areas 185 6.3.10 Transfer Panels 186 Cleanout//Changeover Tab 187 Transfer Panel Topology 188 Transfer Panel Connectivity 189 Transfer Panel Exclusive Use Components 190 6.3.11 Storage Units 190 Storage Unit Properties 191 Storage Unit Supply//Reception Limits 192 Storage Unit Inventory Data 192 Receipt Management Tab 195 Equipment Tab 196 6.3.12 Loading Opening Inventories from a File 198 6.3.13 Material Supply Systems 199 Supply Limit Tab 199 Inventory Data Tab 199 Material Supply System Used-by Feature 202 SchedulePro viii 7 Scheduling Campaigns 205 7.1 Scheduling Modes 205 7.1.1 Built-In Scheduling Modes 205 7.1.2 Defining and Selecting Scheduling Modes 206 7.1.3 Editing a Scheduling Mode 206 Mode Options ID Tab 207 Batch Timing Tab 207 Constraints Tab 207 Conflict Resolution Tab 209 Miscellaneous (Misc) Tab 210 7.2 Schedule Timing Options 210 7.3 Planning a Campaign 210 7.3.1 Campaign Setup and Properties 211 Campaign ID and Amount Tab 211 Timing//Sequencing Tab 213 Options Tab 215 Advanced Tab 215 Campaign Comments Tab 217 Campaign Messages Tab (Scheduled Campaigns) 217 Economics Tab (Scheduled Campaigns) 217 Campaign SQL Server 217 Campaign Scheduling Dependencies 218 7.3.2 Campaign Splitting 219 7.3.3 User-Defined Campaign Properties 219 7.3.4 Campaign Projects 220 Project General Tab 221 Project Campaigns 221 Project Receipts Tab 221 7.3.5 Campaign Search//Filter 221 7.4 Generating the Schedule 222 7.4.1 Scheduling and Unscheduling 222 7.4.2 Scheduled Entities 222 7.4.3 Viewing Conflicts 223 7.4.4 Resolving Conflicts 224 7.4.5 Material Holding Campaigns 225 7.4.6 Schedule Evaluation 225 SchedulePro ix 7.5 Modifying the Schedule 225 7.5.1 Modifying a Scheduled Campaign 225 7.5.2 Modifying a Batch 226 Batch Start Editing 226 Batch Resources 228 Batch Comments Messages and Status 228 Batch Economics 228 Batch Locking 229 7.5.3 Modifying Scheduled Procedures 229 Scheduled Procedure Timing 229 Scheduled Procedure Resources 230 Scheduled Procedure Status 230 Scheduled Procedure Operations 230 7.5.4 Modifying Scheduled Operations 231 Scheduled Operation Scheduling 231 Resources Tab 232 Scheduled Operation Variable Resources 232 Scheduled Operation Status 232 Scheduled Operation Comments 233 7.5.5 Current Time and Completion 233 7.6 Creating a Campaign Based Project 233 7.7 Inventory Holding Events 234 8 SKU Based Scheduling 235 8.1 Creating an SKU 235 8.1.1 SKU View 236 SKU List Buttons 236 8.1.2 Adding an SKU 237 SKU ID Description Tab 237 Bill of Materials 238 8.1.3 Assigning Recipes to SKUs 238 SKU Recipe Production Tab 239 SKU Recipe Feed Tab 239 8.1.4 SKU Ordering 240 8.1.5 SKU Bill of Materials Window 240 8.1.6 SKU Block Diagram View 241 8.1.7 SKU Used-by 241 SchedulePro x 8.1.8 SKU Copy//Paste 242 8.2 SKU Order Templates 242 8.3 Merging Order Templates 244 8.4 Generating the Schedule with SKUs 244 8.4.1 Campaign Projects & SKUs 244 8.4.2 Scheduling an SKU Based Campaign Directly 245 8.4.3 Create an SKU Order Based Project 246 8.4.4 SKU Project Step 1 Project ID 246 8.4.5 SKU Project Step 2 Order Selection // Confirmation 246 8.4.6 SKU Project Step 3 Production Amounts 247 8.4.7 SKU Project Step 4 Production Plan Overview 248 8.4.8 SKU Project Step 5 Campaigns 249 8.5 SKU Based Equipment Rates and Changeover 249 8.5.1 SKU Types 250 8.5.2 SKU Equipment Rates 250 8.5.3 SKU Based Changeover Durations 251 9 Charts and Reports Introduction 253 9.1 Activity Type Selection 253 9.2 Time and Batch Clipping 254 9.2.1 Start and End time Selection 254 9.2.2 Campaign//Batch selection 254 9.3 Contents and Ordering 255 9.3.1 Resource Selection Tab 256 9.3.2 Ordering Tabs 257 Equipment Ordering Tab 257 Work Areas Ordering Tab 258 Staff Ordering Tab 258 9.4 Common Chart Timescale Toolbars and Commands 258 9.4.1 Timescale Buttons 259 9.4.2 Timescale Options 259 9.5 Gantt Chart 259 9.5.1 Gantt Chart Commands 260 Preferences Menu Items 260 Gantt Chart Toolbar 261 SchedulePro xi Editing the Schedule from the Gantt Chart 262 9.6 Equipment Occupancy Chart (EOC) 262 9.6.1 EOC Scheduling Toobar 262 9.6.2 EOC Scheduler Settings 264 9.6.3 EOC Database Toolbar 264 9.6.4 EOC Weekend Hours Display 265 9.6.5 Viewing Other Charts from the EOC 265 Displaying Resource Charts from the Equipment Chart 265 Displaying Inventory Charts from the Equipment Chart 266 Managing Child Charts 266 9.6.6 Conflict Display from the EOC 267 9.6.7 EOC Context Menu 267 9.6.8 EOC Display Style Options 268 Equipment Occupancy Style Settings 268 Bar Style Tab 269 Time Scale Tab 269 9.6.9 Editing from the EOC 269 Operation Editing from EOC 270 Procedure Editing from EOC 270 Batch Editing from EOC 270 Campaign Editing from EOC 271 Project Editing from EOC 271 EOC Equipment Context Menu 272 9.6.10 Managing Campaigns from the EOC 272 Campaign Selection 272 Scheduling and Rescheduling 272 Unscheduling 272 Conflict Resolution 273 Campaign Management 273 Database Functions 273 9.6.11 Trace and Rollback in the EOC 274 9.6.12 EOC Resource Search 274 9.7 Resource Consumption Charts 275 9.7.1 Resource Chart General Features 275 Resource Chart Line Edit Style (Lines Tab) 275 Resource Chart Y-Axes Tab 276 Resource Time Scale Tab 277 Resource Chart Context Menu Printing Copying and Exporting 277 SchedulePro xii Resource Chart Link Buttons 277 9.7.2 Material Profiles 278 9.7.3 Labor Profiles 279 Labor Chart Setup Resources Tab 279 Labor Chart Setup Recipes Tab 279 9.7.4 Utility Consumption Charts 280 9.8 Inventory Profiles 280 9.8.1 Displaying an Inventory Profile 280 9.8.2 Inventory Chart Printing Copying and Exporting 281 9.8.3 Inventory Chart Line Styles in Detail 281 Lines 281 Y-Axes 283 9.9 Utilization Charts 283 9.9.1 Utilization Chart Fit-to-Window Mode 284 9.9.2 Utilization Chart Styles in Detail 285 9.9.3 Setting the Time Window for Utilization Charts 285 9.10 Easy-Print Charts 286 9.10.1 Easy Print Chart Controls 287 9.11 SchedulePro Reports 287 9.11.1 Report Options 287 9.11.2 Schedule Report 288 9.11.3 Equipment Occupancy Report 289 9.11.4 Staff Report 290 9.11.5 Equipment Utilization Report 290 9.11.6 Materials Report 291 9.11.7 Daily Activities Report 293 9.11.8 Economics Report 295 9.11.9 Material Orders and Receipts Report 295 9.11.10 Inventory Reporting 296 9.11.11 Graphical Reports 296 Gantt Report 296 Equipment Occupancy Graph 297 9.11.12 Recipe Report 297 9.11.13 Transfer Panel Report 298 9.11.14 Labor Report 298 9.11.15 Personal Calendar (Outlook) Report 299 9.12 Saving Reporting Options 299 SchedulePro xiii 10 Data Import//Export 301 10.1 Exporting Data to MS Project 302 10.2 Exporting Data to MS Access 303 10.2.1 The Recipe Database 303 10.2.2 The Schedule Report Database 303 10.3 Bulk Loading Equipment Data 306 10.4 Loading Recipes from a Text File 307 10.5 Loading Material From a Text File 308 10.6 Loading SKUs From a Text File 309 10.7 Loading Equipment SKU Rates from a Text File 310 10.8 Loading Changeover Matrix Information from a Text File 310 10.9 Loading Outage Information 311 10.10 Scheduling from Text File Input 312 10.10.1 Formatting the Schedule File 312 10.10.2 Loading the Schedule File 313 10.11 Exchanging Data with ERP Systems 313 10.11.1 Overview 313 10.11.2 Configuring the MRP Interface 313 MRP Batch Upate Configuration 314 MRP Batch Export Configuration 315 MRP Configure Campaign Import 315 MRP Campaign Export Configuration 316 MDB Database Input Configuration 317 MDB Database Export Configuration 317 10.11.3 MRP or MDB Import and Export 318 10.11.4 Batch Update Import 318 10.11.5 Batch Export 318 10.12 Using the SQL Sever Database 319 10.12.1 Setting Up the Database 319 Install SQL Server 319 Configure the Database 319 10.12.2 Exporting Data to SQL Server 321 Exporting the Document 321 SchedulePro xiv Exporting only the Scheduled Campaigns 321 Exporting the Materials 321 Exporting Facilities 322 Exporting Recipes 322 Exporting SKUs 322 10.12.3 Viewing and Managing Data in the SQL Database 322 Retrieving a Dataset 322 Managing Material Resources in the Database 323 Managing Facilities in the Database 324 Retrieving Recipes 324 Managing Stored Campaigns 324 10.12.4 SQL Database Example 325 Exporting Data 325 Campaign Views 326 Campaign History 328 Index a SchedulePro xv 1 Introduction SchedulePro Basics 1.1 Introduction to SchedulePro SchedulePro is a software finite capacity scheduling tool for manufacturing processes. Some typical applications for SchedulePro include: • Production scheduling • Production Tracking and Reporting • Capacity analysis • Plant de-bottlenecking SchedulePro meets the needs of both the occasional planner or designer, who cares about feasibility and capacity with no concern about actual execution, as well as of the production manager who is responsible for developing and maintaining a feasible schedule under the uncertainties of everyday operation. SchedulePro uses an intuitive recipe-oriented representation of a manufacturing process. SchedulePro handles resources such as equipment, staff, work areas, labor, materials, utilities and inventory capacity. SchedulePro allows for interruptions in the availability of resources to account for shift schedules, holidays, and planned maintenance. 1.2 Quick Start For the quickest start, skim chapter 3 for the basic concepts. Go over tutorial 1 (Chapter 4). This provides the basic concepts for SchedulePro. You may select additional tutorials to fit your needs. 1.3 SchedulePro Installation 1.3.1 System Requirements Intelligen recommends that SchedulePro be run with the specifications listed below. These guidelines 1.3 SchedulePro Installation SchedulePro System Requirements 1 Operating Systems MS Windows 8, MS Windows 7, Windows Vista, MS Windows XP Professional, Note: Installation on Windows 2000 is no longer supported System Memory (RAM) 1 GB or more Free Disk space 50 MB or more Microsoft Data Access Components (MDAC) Required for use with SuperPro Designer or MS Project® Version 2.6 or higher (Same as SuperPro Designer) SuperPro Designer (optional) Version 7.0 or higher Historical Database SQL Server or SQLExpress Report Viewer MS Report Viewer 1.3.2 Installation from CD Be sure the logged user has administrator privileges. Insert the CD. If the installation does not begin. Open the CD contents and run "setup.exe." Follow the installation instructions. 1.3.3 Database Setup See the Data Import//Export ( see page 301) chapter. 1.3.4 MDAC Installation SchedulePro uses Microsoft Data Access Components (MDAC) to upload data from SuperPro Designer and to export data to Microsoft Project®. If you are running on an older system or you are not using a recent version of Microsoft Office®, you may need to install MDAC 2.6 or later. If you have installed or plan to install SuperPro Designer there is nothing more you need to do. MDAC is installed with SuperPro, if necessary. If you do not have SuperPro Designer and you are using an older system, and you receive a warning about MDAC missing, you may need to install MDAC. MDAC is not distributed in the download version of SuperPro. You may obtain it from the Microsoft download site (www.microsoft.com//downloads// ). Installation by Download SchedulePro 1.3 SchedulePro Installation 2 1.3.5 Installation by Download If you have chosen to install SchedulePro from a download site, you will receive separate instructions with the download site location and any necessary passwords. Click on the download link to run the file. You may wish to create a directory in which to save the installation files in order to have a backup. Otherwise the installation files will be created in a temporary directory. The installation program will run automatically. Follow the directions to complete the installation. 1.4 Hardware Key Renewal If you have an annual key it will expire after your license term is completed. If you renew you license you will receive a key renewal code. You may run the key renewal utility application from the start menu to enter the code and refresh your key. You may also use the renewal utility at any time to determine your key type and expiration date. 1.5 Microsoft .NET Framework The Microsoft .NET frame work is required . This will be installed if it is not already present. 1.6 Technical Support E-Mail (preferred): techSupport@intelligen.com www.intelligen.com Telephone +1 603 715-9176 (from 9:00 am to 5:00 pm US Eastern Time EST) +1 908 654-0088 (from 9:00 am to 5:00 pm US Eastern Time EST) 1.7 Sentinel Driver (Hardware Protected Version Only) The Single-user (key-protected) version of SchedulePro requires installation of the drivers for the hardware security key. The 1.7 Sentinel Driver (Hardware Protected SchedulePro 3 drivers are installed automatically at the end of the installation procedure. If the driver installation fails, you may receive an error message upon launching SchedulePro. The installation file will be located in the SchedulePro installation directory. The Sentinel driver may alternatively found at http:////www.safenet-inc.com//support-downloads//sentinel-drivers//. 1.8 SQL Server and Report Viewer The schedule history tracking features require access to a SQL Server relational database. The database does not need to be installed on the same computer that is used for SchedulePro, however it may be convenient to install Microsoft SQLServer Express along with the management studio. This is available from Microsoft (www.microsoft.com//express//Database//). Microsoft Report Viewer must be installed in order to use the schedule history features. Report Viewer may be installed optionally, but is not automatically installed with the application. 1.9 All CD Versions If you are installing from a CD-ROM, insert the CD and follow the on-screen prompts. If the installation program does not start, launch the “Setup.exe” program directly from the CD. Follow the instructions on the setup program. 1.10 Hardware Protected Version Only The Single-user (key-protected) version of SchedulePro requires installation of the drivers for the hardware security key. The drivers will install automatically after SchedulePro is installed. Be sure to attach the key before launching SchedulePro. SchedulePro will check for up to two attached keys. If you have a separate key for SuperPro Designer, you may leave it attached. It is not recommended that you use SchedulePro with three or more keys attached. 1.11 Database Locations SchedulePro uses two Microsoft Access databases. Normally these databases are located in the “ScheduleProData” subdirectory of your public documents directory, e.g. Libraries\\Documents\\Intelligen\\SchedulePro\\ ScheduleProData. The following table outlines the important features of each database: Database Purpose ODBC Data Source Name Password SP RecipeDBv6.mdb Importing recipes from SuperPro Designer SchedulePro Recipe DB(SchedulePro Recipe DB v1 is maintained for SuperPro compatibility.) “changeme” SchedulePro 1.11 Database Locations 4 SCP Project DB.mdb Exporting schedules to MS Project SCP MSProj DB 2000 NONE SPOutput.mdb Custom Reports ScheduleProOutput NONE SQL Server DB Archive//Reports Not used Set by user If you move or change the data source name (DSN) of any of these databases, you may need to update the new information in SchedulePro. Select “Connectivity//Recipe Data//Edit Location…” from the main menu. For each database you may edit the following: Password This is the access database password. Note that the password entered is the one that SchedulePro stores for use with the corresponding database. The actual database password may be changed through Access. Location This is the path for the Access file. Status (Read only) Any problems are displayed here. Report Database The reporting output database, SPoutput.mdb is also initially located in the databases subdirectory. To edit the location of this database, select “Connectivity//MDB Repore//Register Report Database” from the main menu. Creating a Login ID The database login ID is a personal ID that may be used to identify who has made changes to the database. This ID is not related to database access. If the database is not shared, then there is no need to create an ID. To create an ID or to login with a previously created ID, select “Connectivity //Login New User…” from the main menu. Enter the ID along with the password and confirmation. 1.11 Database Locations SchedulePro 5 2 Getting Started How to get up and running right away. 2.1 Understanding SchedulePro Basic concepts behind the SchedulePro algorithms. 2.1.1 About SchedulePro SchedulePro is a finite capacity scheduling tool especially designed to handle batch-oriented manufacturing processes. This is distinct from project scheduling in two important ways: Batch ( see page 270) manufacturing is repetitive. A production campaign may require many batches, so the manufacturing process is repeated over and over. The duration of many batch manufacturing tasks is independent of the number of resources available. A batch chemical reaction, for example, will take the same amount of time whether there are two operators or four. Scheduling in SchedulePro is a user-driven activity. Users control the pace at which the schedule gets generated, what constraints to consider and how to resolve conflicts resulting from constraint violations. Scheduling or updating can be performed in a fully-automated or completely manual mode. This section provides a general understanding of how SchedulePro works. 2.1.2 Recipes Recipe Organization SchedulePro addresses the need to represent repetitive batch manufacturing by providing the concept of a recipe. A recipe is a template or description of how to make one batch of something. 2.1 Understanding SchedulePro SchedulePro Recipes 7 Recipes are organized into branches and sections. Recipe branches are supported in SchedulePro to maintain compatibility with SuperPro Designer. Branches do not have any function in SchedulePro. Recipe sections are intended to represent a distinct portion of a process. For example, a recipe may have a bulk mixing section and a filling and packaging section. Sections may optionally be assigned to a suite or a set of equipment that must be used together. Sections contain unit procedures. A unit procedure—procedure for short—is a distinct manufacturing step that utilizes at least one primary piece of equipment for its entire duration. For example, a mixing procedure might utilize a blending tank. Unit procedures are further divided into operations. Operations describe distinct sub-steps in a unit procedure. Operations may require other resources such as labor, materials, utilities, auxiliary equipment and staff. The relative timing of the various operations is determined by the operation’s duration and by scheduling relationships among operations. An operation may have the following duration specifications: • Fixed duration (default): The operations duration is set by the user. • Rate based duration: The duration is based on a rate and is therefore dependent on the amount. For example the duration of a filling operation may be dependent on the filling rate. • Dependent duration: The duration is equal to that of another operation or series of operations. • Inventory-dependent duration: The duration of the operation is related to the time it takes for a storage unit inventory to reach a specified level (in other words, the operation ‘holds’ until that specified level is reached) • Changeover dependent duration: The duration of an operation depends on the change from or to a different product type. An operation may have the following scheduling relative timing relationships: • Start of batch: The operation starts relative to the start of the batch. • Start of another operation: The operation starts relative to the beginning of another operation. • End of another operation: The operation starts relative to the end of another operation. • Start to finish: The operation finishes relative to the start of another operation. • Finish to finish: The operation ends relative to the end of another operation. In addition to the above specifications, an operation may have a fixed or flexible shift time. A fixed shift is a delay (or advance) that is always applied. A flexible shift is only applied if the operation needs to wait for a resource to become available. An operation can also be declared as ‘interruptible’ meaning that it can stop and resume operation when the resources it needs become again available. The maximum number of breaks and the total break duration are user-defined. All resources other than primary equipment or work areas are specified at the operation level. Operations may require resources including: • Auxiliary equipment • Materials (input or output) Recipes SchedulePro 2.1 Understanding SchedulePro 8 • Utilities (heating//cooling) • Power • Labor (pooled labor resource) • Staff (for scheduling individuals) Recipe Resources Resources in SchedulePro represent the physical items that are necessary to execute a recipe, i.e. create a batch. Scheduled entities (operations, procedures, batches) might need to delay their execution until the resources they need become available. For organization, all resources (except materials) are organized into facilities. Facilities and their resources are equipped with calendars where their outages, downtimes etc can be declared. Resources act as constraints that the scheduler tries to satisfy, otherwise they generate conflicts. SchedulePro attempts to schedule in a way that does not exceed the supply of resources. Equipment Equipment is intended to represent the manufacturing equipment needed to carry out a specific process step, for example a tank, a reactor or a filling machine. From a scheduling point of view, an equipment item is a non-consumable reusable resource. Every unit-procedure requires an equipment resource. Each operation may optionally require an auxiliary equipment resource. Any equipment may be assigned as either main equipment or auxiliary equipment. Main equipment and auxiliary equipment are assigned in pools. For example if a mixing step may be carried out in Tank-1 or Tank-2 both tanks may be listed in the pool. SchedulePro will pick the first available tank for a given batch. Tip: If multiple equipment units are used in a step you may either (1) create separate procedures in the recipe or (2) create an equipment unit that represents the combined equipment. Equipment in SchedulePro is a simple resource, however, equipment may (optionally) have a size and a rate. SchedulePro uses the size to determine whether the equipment is appropriate for a given procedure or operation. The rate may be used to calculate the duration of rate-dependent operations. Equipment can optionally be declared able to accommodate multiple simultaneous procedures with user-defined limitations. Besides facilities, equipment may be further organized into suites. A suite is a set of equipment that must be used together. Work Areas Work areas represent rooms or places where procedures are carried out. Like equipment, work areas can accommodate multiple simultaneous procedures with user-defined limitations. Materials Materials in SchedulePro are a non-reusable resource. They may be bulk (measured in mass or volume) or discrete (measured in number of individual entities). Materials are assigned to streams, when they either enter or leave an operation. Streams may be assigned to storage units to aid in tracking or limiting certain material flows. Storage units may be used to place a limit on the rate at which a material may be used. Storage units may also track the inventory of the materials that they handle. Labor The labor resource in SchedulePro is a pool of a specific type of labor. The total size of the pool may be set by the user. Staff Staff resources are individuals that may be assigned to an operation. Both the number of individuals required and the allowable individuals may be specified. Utilities 2.1 Understanding SchedulePro SchedulePro Recipes 9 Utilities in SchedulePro are non-reusable resources which cannot be stored or inventoried. Utilities may include electrical power, heating agents such as steam, or cooling utilities like cooling water. Utilities are assigned to operations and may have user-defined limits. They may also be associated with materials in which case the materials consumed for the generation of a utility and the waste generated by the use of that utility can be accounted for. 2.1.3 Getting Started Scheduling While a recipe describes a process in general, a schedule is a specific plan that specifies which recipes are executed when and with what resources. The relationship between recipes and the schedule is shown below: Campaigns A campaign is a series of batches of a particular recipe. In SchedulePro a campaign may be planned or scheduled. A planned campaign does not have any scheduled batches but contains the information for scheduling them, e.g. number of batches, start time, due date etc. A campaign is scheduled when all its batches are created. Campaigns have a release date representing their earliest start time and several scheduling options including due date, start relative to the start or end of some other campaign. Campaigns contain options on how to size and schedule their batches. A scale factor or target batch size may be specified for all batches of campaign. Cycle time for campaign (i.e. time interval between the start of two consecutive batches) can either be fixed by the user or can be set to (an estimated) minimum value plus some user-defined slack. Campaigns may also contain optional preproduction and postproduction steps to represent time spent setting up or cleaning out the equipment. These non-production steps are treated as regular operations that may consume materials and resources. Batches A batch represents the execution of a single recipe at specific time and with specific resources. Procedures and operations in a recipe have corresponding entries in each batch. A batch has specific start and end times. Batch ( see page 270) procedure entries are assigned a specific main equipment unit. Batch ( see page 270) operation entries define the utilization of other resources. Scheduler Most users begin a scheduling exercise by defining the recipes, planning the campaigns, and allowing SchedulePro to generate a preliminary schedule. When generating a schedule, SchedulePro handles each campaign in the order listed. It then proceeds batch-by-batch calculating timing, assigning resources on a first-available basis and resolving conflicts. There are modes that control the behavior of the scheduler in all its actions. These modes are presented in section 2.2.1. After the initial schedule is laid out, the user may edit the schedule by adjusting durations, shifts or start times for particular batches. Getting Started Scheduling SchedulePro 2.1 Understanding SchedulePro 10 These adjustments may be made by “dragging and dropping” in the interactive occupancy charts or by precisely specifying a start time. After a manual edit, SchedulePro readjusts the batch to conform to the master recipe (e.g. resets the start time of operations whose start time depends on the edited one) and recalculates conflicts. SchedulePro will not attempt to resolve any resulting conflicts unless invoked by the user. SchedulePro offers options to reschedule unschedule or resolve conflicts on a batch, a campaign or a portion of the entire schedule starting or ending at a specific batch or campaign. With these options the user has full control on the pace at which the entire schedule is generated and corrected. Note: Because campaigns are handled in order, their order determines their priority for getting resources. Campaigns that appear later in the list are more likely to have to wait for resources. Current Time SchedulePro supports the concept of current time to separate past from future activities. Batches or campaigns ending before the current time are labeled as completed while those starting before the current time but finishing later are labeled as started. These assignments get modified as the user resets the current time. Completed batches and campaigns can be deleted from the schedule; in this way, the schedule gets updated and the actual plant production process is simulated more realistically. Batches can also be labeled as locked implying that their timing and resources are fixed and should not be modified. Non-locked batches should try to resolve own conflicts with locked batches even if they have higher priority according to the campaign definition sequence. Batch ( see page 270) locking is essentially a way to assign highest priority to a scheduled batch. 2.2 SchedulePro Features Overview ( see page 313) of general SchedulePro features. 2.2.1 Scheduling Timing Options SchedulePro provides a number of options for generating a schedule. Options relate to batch timing, the identification of conflicts and the conflict resolution mechanisms. The following options are available for calculating the start time of batches within a campaign: Cycle-time based: use the campaign cycle time (set by the user or calculated based on the estimated minimum cycle time). Scheduler is free to move the batch start later if needed to avoid conflicts. Locked: for unscheduled batches, their start is locked at their cycle-time-based start time. For scheduled batches, their start is locked at its current value. In both cases, scheduler cannot move their start. As Soon As Possible (ASAP): each batch gets the earliest possible start after the campaign release time ignoring cycle-time settings. • SchedulePro considers the following scheduling conflicts: • outage violations • resource use overlaps (for equipment, work areas and staff) • resource limit violations (for labor, utilities) • material supply limit and inventory violations 2.2 SchedulePro Features SchedulePro Scheduling Timing Options 11 There are options for all these conflict types so that users can select the scheduling constraints they care about. Outage violations and resource use overlaps are considered hard-constraints meaning that they are always identified and reported. Even these, however, can be ignored in scheduling and will not get resolved. Finally, SchedulePro offers selections for the conflict resolution mechanism to use when constraints get violated. There are three resolution mechanisms available: • use of alternative resource (for reusable pooled resources) • use of operation timing flexibilities (flexible shifts and breaks) • move of the batch start There are options to turn on or off each of these mechanisms or turn off the entire conflict resolution algorithm. In the latter case, batches are scheduled according to their default timing and resource allocation settings and no attempt is made to resolve any resulting conflicts in the schedule. 2.2.2 Scheduling Modes For convenience, scheduling options are grouped into scheduling modes. A mode contains options for timing the batches, identifying and resolving conflicts. A mode and its options do not belong to any particular campaign or batch; they apply to any scheduling activity invoked by the user. While scheduling or updating, users can move back and forth between different modes. There are three pre-defined scheduling modes in SchedulePro that mainly differ in the batch timing option they implement: Automatic: this is the default mode. It uses cycle-time-based batch timing, it considers outage violations and resource use overlaps constraints and uses all available mechanisms for conflict resolution. Layout: it uses locked batch timing and, therefore, does not use moving the batch start as a resolution mechanism ASAP: it uses ASAP batch timing. User can modify the options behind these pre-defined modes (except for their batch timing option) but can also introduce their own modes. 2.2.3 Visualizing and Reporting Results SchedulePro displays schedules in a variety of formats: As an explorer tree view (similar to recipes and resources). As an interactive oriented Gantt chart. As an interactive reusable-resource occupancy chart – this view shows the blocking of equipment, work areas and staff over time. Functionality to generate, edit or update a schedule exists in all these three views. SchedulePro generates the following charts: • Resources (material, labor or utilities demand, or waste generation) as a function of time. • Material inventories as a function of time. • Resource utilization statistics. SchedulePro also provides the following reports in HTML format: • Full Schedule Report. Visualizing and Reporting Results SchedulePro 2.2 SchedulePro Features 12 • Equipment Occupancy • Staff Occupancy • Materials Consumption • Daily Activity • Economics • Utilization Tables • Material Orders and Receipts • HTML Gantt and Equipment Occupancy Charts. • Recipe report • Transfer Panel Report See Chapter 8 for more details about charts and reports. Interaction with Other Programs SchedulePro has import or export routines for the following programs: SuperPro Designer (import only), Microsoft Project (export only). In addition, the scheduler may be driven from an input file. SchedulePro can export and import data from a SQL Server database. See Chapter 8 for more details about charts and reports. 2.2.4 Interation with Other Programs SuperPro Designer SchedulePro has import or export routines for the following programs: SuperPro Designer (import only), Microsoft Project (export only). In addition, the scheduler may be driven from an input file. See chapter 5 for details. ERP//MRP Systems SchedulePro’s Connectivity feature provides two ways to connect production order information to external ERP//MRP systems. SchedulePro currently supports configurable text file and MS Access interfaces. See chapter 8 for details. External Database (SQL Server) An entire schedule or individual campaigns may be stored in a SQL Server database. SchedulePro provides basic reporting capabilities. See Chapter 10 for more information. 2.3 Launching SchedulePro SchedulePro may be launched from the Start menu. By default it is located in the SchedulePro menu in the Programs menu. The initial screen will appear as shown below. 2.3 Launching SchedulePro SchedulePro 13 If you have had an earlier version of SchedulePro, the program will ask if you wish to use settings from the previous version. These settings include the recently opened file list, and any user-selected options in the Edit//Preferences menu. If you receive a warning concerning databases you may need to manually set the location of the database files. After the program starts, select Databanks//Locations from the menu. Ensure that the database files exist and that you have read//write permission. 2.3.1 General Options Select “Edit//Preferences…” from the main menu. The following general options may be set: Show Recipe Branches in Tree Recipe branches are displayed in the navigation tree. This option is saved with the project file. Show Recipe Sections in Tree Recipe sections are displayed in the navigation tree. This option is saved with the project file. Show Campaign Projects A project is a group of campaigns. This option must be selected to enable the use of campaign projects. Show Default Equipment for Procedures The top-priority equipment is shown for recipe procedures in the navigation tree. This option is saved with the project file. Display Calendar//Relative Time This sets the default format in which time is displayed in SchedulePro’s tables and charts. This option is saved with the project file. Report Viewer General Options SchedulePro 2.3 Launching SchedulePro 14 This option sets whether reports are viewed with the system web browser or with SchedulePro’s built-in report view. This option is saved with the application settings. Autosave Settings SchedulePro can automatically save the currently open document. The saved file will reside in the same directory as the working file, and the saved files will have the extension, “SAV.” The default save interval is 15 minutes. When you use the autosave feature, you should have write access to your SchedulePro files. 2.3.2 Physical Units Defaults Select “Edit//Physical Units Defaults” to set the default display units for typical measurements. 2.4 Create Your First Schedule This section describes the process of creating an extremely simple schedule. Please see the tutorial for a more complete set of instructions. 2.4.1 Create a Facility and Add Equipment All schedules in SchedulePro must have some equipment resources. Click on Facilities in the navigation tree on the left. In the right-hand window, click the magic wand ( ) button to create a new facility. Select OK from the dialog. Expand the new facility in the navigation tree by clicking the (+) just left of the facility’s name. Select Equipment and click the magic wand button to create a new equipment resource. Click Ok. 2.4 Create Your First Schedule SchedulePro Create a Simple Recipe 15 2.4.2 Create a Simple Recipe Click on Recipes in the navigation tree. In the right-hand window, click the magic wand to create a new recipe. Enter a name for the new recipe, e.g. “My Process”. Click Ok. Click on the new recipe in the navigation tree. Click the add procedure button ( ) to add a new procedure. Click Ok. The new procedure has one default operation, which has a duration of 1 hour. Select “P-1” from the procedure table and click the edit procedure button ( ) to view the procedure’s properties. Select the Main Equipment Pool tab. Select “New Equipment” from the Available Equipment list and click the add button ( ) to assign the equipment to the procedure. Click Ok. 2.4.3 Schedule the Recipe Select Production Schedule in the navigation tree. In the right-hand window, select the Add New Campaign ( ) button just above the Campaign Sequence grid. Click Ok. Click the Schedule Campaigns button ( ) to schedule the campaign. Congratulations! You have just created and scheduled a simple one-step process. Select “View//Gantt Chart….,” or the ( ) button form the toolbar to see the Gantt chart. Use “File//Properties” from the main menu to add a title and description for your project. Use “File//Save As” to save your work as a SchedulePro (.scp) file Schedule the Recipe SchedulePro 2.4 Create Your First Schedule 16 3 User Interface Getting around in SchedulePro 3.1 Interface Concepts SchedulePro is a Windows-based application that makes use of standard Windows components. 3.1.1 The SchedulePro Document A SchedulePro project begins with an empty SchedulePro document. SchedulePro creates a new empty document when it launches. You may also create a document by selecting “File//New” from the main menu. SchedulePro saves all the information for the project in a SchedulePro file. SchedulePro files have the extension SCP. SchedulePro allows you to work on multiple documents at once. You may open a SchedulePro document by: • Using the File//Open menu in SchedulePro • Double-clicking on the document • Dragging and dropping the document to the SchedulePro window • Using the “Recently Opened” feature in the Windows Start Menu (Windows 7+) 3.1.2 Navigation Working with SchedulePro entails adding, deleting and modifying various elements or objects including recipes, procedures, operations, equipment etc. Because it would be impractical to display all of a single project’s elements, SchedulePro displays only a few at a time but provides a convenient means of navigating to the desired item. The navigation tree, described in 3.2, displays a structure that reflects the organization of the SchedulePro project. As a rule, all elements that contain sub-elements, for example unit procedures contain operations, are displayed in the navigation tree. Elements that do not contain sub-elements are listed in a window on the right-hand side. For example, unit procedures are displayed in the tree. Selecting a unit-procedure will cause the right-hand window to display a list of the operations in the procedure. 3.1 Interface Concepts SchedulePro Navigation 17 3.1.3 Context (Right-Click) Menus Context menus are pop-up menus that appear when the user right-clicks on an element in the interface. The choices in the menu depend on the element that was selected. Most additions, deletions and editing may be done through context menus. 3.1.4 Toolbar Buttons Toolbar Buttons 3.1.4.1 Main Toolbar The main SchedulePro Toolbar has the following buttons: Create a new SchedulePro project. Open an existing SchedulePro document. Save the current SchedulePro document. Close an open SchedulePro document. Toolbar Buttons SchedulePro 3.1 Interface Concepts 18 Cut the selected object to the clipboard. Copy the selected object to the clipboard. Paste an object from the clipboard. Print. There is not general print. Printing should be done from charts or reports. Schedule all unscheduled campaigns. Unschedule all scheduled campaigns (delete all batches). Resolve conflicts. Display the Equipment Occupancy chart. Display the Schedule Gantt chart. Edit the schedule start and current time settings. Select the scheduling mode. Edit the selected scheduling mode. View and manage schedule data in the SQL Server database. (SQL Server feature must be enabled.) Launch the help facility. Many of SchedulePro’s windows and dialogs have a toolbar. Some of the most common buttons are listed below: Edit the properties of the selected object. Create a new item. This tool appears when order is not important. Create a new item and add it at the end of the list. Create a new item and insert it in the list above the currently selected item. Move the selected item one place nearer to the top of the list. Move the selected item one place nearer to the bottom of the list. Move the selected item to the top of the list. Move the selected item to the bottom of the list. Delete the selected item. Delete all items from the list 3.1 Interface Concepts SchedulePro Toolbar Buttons 19 Most buttons and controls will display a tooltip or short description, if you move the mouse over them. 3.2 SchedulePro Navigation Tree SchedulePro uses an “Explorer” style navigation to view recipes, resources and schedules. In general, when an object is selected in the tree, the right-hand pane(s) will show the basic properties of the selected object along with a list of its sub-objects. There are two main “window panes”. The pane on the left contains the explorer. This is a map of all the items in the project. The large window on the right hand side displays details of the item selected in the tree at the left. Each item in the tree has a “context” or “right-click” menu. If an item in the tree is preceded by a plus (+) sign, then the item may be expanded by clicking on the plus sign. If an item is preceded by a minus (-) sign, then the item may be rolled-up, so that all its sub-items are hidden. Selecting either the top-level item or the Production Schedule item will display the main scheduling screen. Selecting an item on the Navigation ( see page 17) Tree brings up the appropriate SchedulePro Window. Note: Certain tree levels may be optionally displayed or hidden. Use the “Edit//Preferences…” option from the main menu to select whether recipe branches or sections are to be shown. SchedulePro 3.3 SchedulePro Windows 20 3.3 SchedulePro Windows The right pane in SchedulePro is automatically updated based on the selection made on the left pane (Navigation ( see page 17) Tree). Many of the right-side windows are grid views in which the contents are displayed in tabular form. The column widths may be adjusted by dragging and dropping the headers. The widths are saved with the document. 3.3.1 Campaign Window The Campaign Window is displayed when the SchedulePro Project node or the Production Schedule node is selected on the Navigation. The Campaign Window displays Scheduler Settings and a Campaign Sequence list. The Campaign Sequence list can be modified from the Campaign Sequence Toolbar, or via the Campaign Sequence Context (right-click) Menu. If campaign projects are shown, there will also be a “Project” column. 3.3.1.1 Scheduler Settings The following information is present on the Scheduler pane of the Campaign Window. Start Date and Time The scheduling start date and time. This is the earliest time that SchedulePro can represent. All activities should be scheduled after this time. Scheduling Horizon 3.3 SchedulePro Windows SchedulePro Campaign Window 21 The scheduling horizon duration and time units. The scheduling horizon is used as a default maximum time for entering repeated events, e.g. weekends. Schedule Start The start date and time for the scheduling project. Schedule End The end date and time of the latest scheduled batch. Current Time The SchedulePro current time set by the user. Display Calendar Times Check to display absolute (calendar) times. Display Relative Times Check to display relative times in the selected units. Edit Schedule Timing This brings up the “Scheduler Timing” dialog containing 3 tabs. From the Scheduling Horizon tab the Start Date and Time and the Scheduling Horizon can be modified. From the Current Time tab the current time can be set. By clicking on the Set to Computer Clock button the SchedulePro current time can be set to the system time. The default release date for new campaigns may be set from the Default Release Time tab. Show Row Numbers Displays or hides row numbers in the campaign sequence. Filter For projects with large numbers of campaigns, apply one of the following filters • Recipe Folder • Campaign Project • Based on Clipping Options ( see page 254) • No filter 3.3.1.2 Campaign Sequence Toolbar The Campaign Sequence displays a list of all scheduled or unscheduled campaigns in the active SchedulePro project, and a summary of their most important properties. The Campaign Sequence can be modified from the Campaign Sequence Toolbar. The following operations on campaigns are available. Create an SKU based Production Order Create a production order. SKUs must be defined. See chapter 8. Edit Campaign Edit the properties of the selected campaign. Add New Campaign Campaign Window SchedulePro 3.3 SchedulePro Windows 22 Add a new campaign at the bottom of the list. Insert New Campaign Insert a new campaign before the selected one. Promote Campaign Move the selected campaign one position up on the list. This gives the campaign a higher priority for claiming resources. Demote Campaign Move the selected campaign one position down on the list. This gives the campaign a lower priority for claiming resources. Move to Top Move the selected campaign to the top of the list. This gives the campaign maximum priority for claiming resources. Move to End Move the selected campaign to the bottom of the list. This gives the campaign minimum priority for claiming resources. Select All Select all the campaigns Deselect all Cancel all selections Delete Campaign Delete the selected campaign. Schedule Campaign Schedule the selected campaign. Unschedule Campaign This unschedules the selected campaign by deleting all its batches. View Conflicts Display a list of all the conflicts for the selected campaign. Resolve Conflicts in Campaign Resolve conflicts in the selected campaign. Define Campaign Projects Define one or more campaign projects. A project is a set of related campaigns. 3.3.1.3 Campaign Sequence Context Menu The Campaign Sequence can also be modified from a context menu. The following operations on campaigns are available. Properties… 3.3 SchedulePro Windows SchedulePro Campaign Window 23 Edit the properties of the selected campaign. Note: Some campaign properties may only be modified before the campaign is scheduled. Lock Lock all batches owned by the selected campaign. Locked batches may not be changed by the user or by the scheduling algorithm. Schedule Schedule the selected campaign. Unschedule Unschedule the selected campaign. Reschedule Reschedule the selected campaign (unschedule and then schedule again) Insert Campaign Before… Create a new campaign and insert it before the selected campaign. Insert Campaign After… Create a new campaign and insert it after the selected campaign. Promote Move the selected campaign one position up in the list. Demote Move the selected campaign one position down in the list. Delete Delete the selected campaign. Export to Database Exports the selected campaign to the SQL Server database. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. The copy option copies only the text in the table. 3.3.2 Batch Window The Batch ( see page 270) Window or Batch ( see page 270) List is displayed below the Campaign Window when the SchedulePro Project node or Production Schedule node is selected on the Navigation ( see page 17) Tree. The Batch ( see page 270) Window displays the Batch ( see page 270) Sequence. The Batch ( see page 270) Sequence can be modified from the Batch ( see page 270) Sequence Toolbar or the Batch ( see page 270) Sequence Context Menu. Batch Window SchedulePro 3.3 SchedulePro Windows 24 The Batch ( see page 270) Sequence displays a list of all scheduled batches in the active SchedulePro project, and summarizes their key properties. 3.3.2.1 Batch Sequence Toolbar The Batch ( see page 270) Sequence can be modified from the Batch ( see page 270) Sequence Toolbar. The following operations on batches are available. Edit Batch ( see page 270) Edit the properties of the selected batch. Add New Batch ( see page 270) Add a new batch at the bottom of the list. Insert New Batch ( see page 270) Insert a new batch before the selected one. Delete Batch ( see page 270) Delete the selected batch. Resolve Conflicts Resolve all conflicts in the selected batch. View Conflicts Display a list of all the conflicts for the selected batch. Batch ( see page 270) Color Option Change how the batch color is displayed in the table. 3.3 SchedulePro Windows SchedulePro Batch Window 25 3.3.2.2 Batch Sequence Context Menu The Batch ( see page 270) Sequence can also be modified from a context menu. The following operations on batches are available. Properties… Edit the properties of the selected batch. Lock Lock the selected batch. Locked batches may not be changed by the user or by the scheduling algorithm. Recalculate Conflicts Recalculate conflicts for the selected batch. Conflict View… Show conflicts with other batches. Resolve Conflicts Resolve conflicts for the selected batch. Reschedule Reschedule the selected batch. Insert Batch ( see page 270) Before Insert a new batch of the same campaign before the selected one. Insert Batch ( see page 270) After Insert a new batch of the same campaign after the selected one. Delete Delete the selected batch. Copy Timing Copy the timing and resource assignments of the selected batch. Includes user edits. Paste Timing Transfer the relative timing previously copied and the resource assignments to the selected batch. Copy Timing to Recipe Copy user-defined timing changes in the batch back to the recipe. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. Recipe List Window SchedulePro 3.3 SchedulePro Windows 26 3.3.3 Recipe List Window The Recipe List Window is displayed when the SchedulePro Recipes node is selected on the Navigation ( see page 17) Tree. The Recipes list can be modified from the Recipes Toolbar, or via the Recipes Context Menu. Recipes List The recipes list summarizes all available recipes in the active SchedulePro project and their basic properties. 3.3.3.1 Recipes Toolbar The Recipes list can be modified from the Recipes Toolbar. The following operations on recipes are available. Import Recipe from DB Import a recipe from the Recipes Database and add it to the list. Create New Recipe Delete Recipe Delete the selected recipe. Edit Recipe Edit the properties of the selected recipe. Show Recipe Gantt chart Display the Gantt chart for the selected recipe. Promote Recipe Move the selected recipe one position up in the list. This affects only the display of the recipe. Demote Recipe Move the selected recipe one position down in the list. This affects only the display of the recipe. 3.3 SchedulePro Windows SchedulePro Recipe List Window 27 Move to Top Move the selected recipe to the top. Move to Bottom Move the selected recipe to the bottom. Cut Recipe Cut the selected recipe. Copy Recipe Copy the selected recipe. Paste Recipe Paste the selected recipe to the bottom of the list. Find Recipe Scrolls to and selects the desired recipe Sort Ascending Put the recipes in alphabetical order. Sort Descending Put the recipes in reverse alphabetical order. Sort Ascending in Folders Sort ascending within assigned folders. Available only if folders are used. Sort Descending in Folders Sort descending within assigned folders. Available only if folders are used. 3.3.3.2 Recipe Context Menu The Recipe list can also be modified from a context menu. The following operations on recipes are available: Properties… Edit the properties of the selected recipe. Add Section… Add a section to the recipe Recipe Gantt Chart… View a Gantt chart of the selected recipe. Recipe List Window SchedulePro 3.3 SchedulePro Windows 28 Recipe Flow Chart… View a flow chart of the selected recipe. Set Flex-shits (breaks)… Set flexible time shifts for the selected recipe. Edit Auxiliary Equipment Requirements… Edit the auxiliary equipment for all operations. Edit Labor Requirements… Set//modify labor requirements for the selected recipe. Scale Recipe… Modify the batch size of the selected recipe. Assign Operation ( see page 270) Types… Set the operation type for all the operations in the selected recipe. Operation ( see page 270) types must be previously defined. Procedures Overview ( see page 313)… Display a tabular overview of the selected recipe’s procedures Edit Operation ( see page 270) Report Text… Edit the text that appears on the operation report. Update Cycle Time Estimate Update a cycle time estimate of the selected recipe. Check Recipe… Check the selected recipe for incomplete data, missing specifications, etc. Cut Cut the selected recipe and place it on the clipboard. Copy Delete the selected recipe to the clipboard. Paste Paste the selected utility (appears only when a recipe has been copied or cut). Delete Delete the selected recipe. Write Back to Recipe DB Write the selected recipe to the Recipe DB. Export to SQL DB Export selected recipe to the SQL Database. Table Contents Cut//Copy//Paste the text in the table. 3.3 SchedulePro Windows SchedulePro Recipe Window 29 3.3.4 Recipe Window The Recipe window is displayed when a SchedulePro individual recipe node is selected on the Navigation ( see page 17) Tree. The Recipe window displays basic recipe properties, scheduling information, and a list of procedures in the recipe. The Procedures list can be modified from the Procedures Toolbar, or via the Procedures Context Menu. Basic scheduling information is shown on the Recipe window. Estimated Batch ( see page 270) Time View an estimate of the recipe duration (one batch) in the selected time units. Estimated Cycle Time View an estimate of the recipe cycle time in the selected time units. Bottleneck View the current bottleneck procedure. This is an estimated bottleneck that is determined by longest, most equipment-limited procedure. Incomplete Recipe If a recipe cannot be scheduled, the “Incomplete Recipe” button is displayed. Normally this is not visible for a completed recipe. Click on the button to display a description of the problem. Recipe Window SchedulePro 3.3 SchedulePro Windows 30 3.3.4.1 Recipe Properties A number of basic recipe properties can be viewed or modified from the Recipe window. Name View the recipe name. Use “Edit Recipe Data” to modify. Description View the recipe description. The description is optional and may be left empty. Use “Edit Recipe Data” to modify. Batch ( see page 270) Size View the recipe batch size in the selected units. Use “Scale Recipe” to modify. Edit Recipe Data Modify the recipe name, description, and batch size properties. Gantt Chart View the recipe Gantt chart. Recipe Flow Chart View the recipe flow chart. Edit labor requirements for the recipe. Edit auxiliary equipment and transfer panel requirements for the recipe. Set the operation type for all the operations in the recipe. Operation ( see page 270) types must be previously defined. Display a tabular overview of the recipe’s procedures. Scale Recipe -- Modify the recipe batch size. Edit all the streams in the recipe. Assign the recipe to an SKU. Chart ColorView//modify the current recipe color on the equipment occupancy chart. 3.3.4.2 Procedures Toolbar The Procedures list can be modified from the Procedures Toolbar. The following operations on procedures are available. 3.3 SchedulePro Windows SchedulePro Recipe Window 31 Add New Procedure ( see page 270) Add a new procedure to the bottom of the list. Insert New Procedure ( see page 270) Insert a new procedure before the currently selected procedure. Delete Procedure ( see page 270) Delete the selected procedure. Edit Procedure ( see page 270) Edit the properties of the selected procedure. Promote Procedure ( see page 270) Move the selected procedure one position up in the list. Demote Procedure ( see page 270) Move the selected procedure one position down in the list. Move to Top Move the selected procedure to the top. Move to Bottom Move the selected procedure to the bottom. Cut Procedure ( see page 270) Cut the selected procedure. Copy Procedure ( see page 270) Copy the selected procedure. Paste Procedure ( see page 270) Paste the selected procedure to the bottom of the list. 3.3.4.3 Procedures Context Menu The Procedures List can also be modified from a context menu. The following operations on procedures are available. Properties… Edit the properties of the selected procedure. Delete Delete the selected procedure. Recipe Window SchedulePro 3.3 SchedulePro Windows 32 Cut Cut the selected procedure. Copy Delete the selected procedure. Paste Paste the selected utility (available only if a procedure has been cut or copied). Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.5 Section Window The Section Window is shown when a SchedulePro section node is selected on the Navigation ( see page 17) Tree and the option to show sections on the Navigation ( see page 17) Tree is selected (to set this option, select item Edit//Preferences… on the main SchedulePro menu). The Section Window displays basic section properties and a Procedures list for the recipe. The Procedures list can be modified from the Procedures Toolbar, or via the Procedures Context Menu. Use the edit () button to edit the section properties. The Procedure ( see page 270) list uses the procedure toolbar described in the Recipe Window section. 3.3.6 Procedure Window The Procedure ( see page 270) Window is displayed when a SchedulePro procedure node is selected on the Navigation ( see page 17) Tree. 3.3 SchedulePro Windows SchedulePro Procedure Window 33 The operations can also be modified from a context menu. The following actions on operations are available: Properties… Edit the properties of the selected operation. Scheduling Info… Set//modify scheduling information for the selected operation. Resources… View//modify resource details for the selected operation. Delete Delete the selected operation. Cut Cut the selected operation. Copy Copy the selected operation. Paste Paste the selected utility. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. Links Display a tree diagram of the operations that depend on the selected operation. The Procedure ( see page 270) Window displays basic procedure information and the procedure’s Operation ( see page 270) Sequence. The Operation ( see page 270) Sequence can be modified from the Operation ( see page 270) Sequence Toolbar, or via the Operation ( see page 270) Sequence Context Menu. Use the edit () button to edit the procedure properties. Materials List Window SchedulePro 3.3 SchedulePro Windows 34 3.3.7 Materials List Window The Materials List Window is displayed when SchedulePro Materials node is selected on the Navigation ( see page 17) Tree. The Materials List Window displays the list of materials in the active SchedulePro project. The Materials list can be modified from the Materials Toolbar, or via the Materials Context Menu. The Materials list displays all SchedulePro materials (in alphabetical order) and summarizes some of their important properties. The list can be customized to display Bulk or Discrete materials only. Materials Toolbar The Materials list can be modified from the Materials Toolbar. The following operations on materials are available. Create New Material Add a new material to the list. Delete Material Button Delete the selected material. Edit Material Edit the properties of the selected material. Used By Display the “Used By” dialog that shows the usages of the selected material. Cut Material Cut the selected material. Copy Material Copy the selected material. Paste Material Paste the selected material to the list. 3.3 SchedulePro Windows SchedulePro Materials List Window 35 The Materials list can also be modified from a context menu. The following operations on materials are available. Properties… Edit the properties of the selected material. Used by… View a list of streams making use of the selected material. Delete Delete the selected material. Cut Cut the selected material. Copy Copy the selected material. Paste Paste the selected utility. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.8 SKU List Window The SKU is displayed when the SKUs node is selected in the navigation tree. There are three checkboxes on the upper section that enable the display of Raw Materials, Intermediates, and Products. The bill of materials layout ( ) button displays a chart with all the bills of materials for all the SKUs in the file. The order template button ( ) displays a list of SKU order templates. SKU List Window SchedulePro 3.3 SchedulePro Windows 36 3.3.8.1 SKU Toolbar The SKU list has the following buttons: Create a new SKU Delete the selected SKU Edit the selected SKU Move the SKU up or down in the list Order the list by SKU name Display the bill of materials (BOM) for the selected SKU Show where the SKU is used in other SKU BOMs, campaigns, and storage units The SKU right-click menu has the following items: Properties… Edit the SKU Cut//Copy//Paste Cut, copy or paste the selected SKU. 3.3.9 Facilities List Window The Facilities List window is shown when SchedulePro Facilities node is selected on the Navigation ( see page 17) Tree. The Facilities List window displays a list of facilities in the active SchedulePro project. The Facilities list can be modified from the Facilities Toolbar, or via the Facilities Context Menu. 3.3 SchedulePro Windows SchedulePro Facilities List Window 37 3.3.9.1 Facilities List The Facilities list displays all facilities (in alphabetical order) and the following key information: Has outages: Whether there is any scheduled downtime for the facility. Has suites: Whether there are any suites defined for the facility. Location: Optional information about the facility location. Description: Optional description. 3.3.9.2 Facilities Toolbar The Facilities list can be modified from the Facilities Toolbar. The following operations on facilities are available. Create New Facility Add a new facility to the list. Delete the selected facility. Edit the properties of the selected facility. Edit facility downtimes for the selected facility. Edit the facility’s suite information. Promote Facility // Move the selected facility one position up in the list. This affects display only. Demote Facility // Move the selected facility one position down in the list. This affects display only. Cut the selected facility. Copy the selected facility. Paste the copied facility to the list. The Facilities list can also be modified from a context menu. The following operations on facilities are available. Facilities List Window SchedulePro 3.3 SchedulePro Windows 38 Properties… Edit the properties of the selected facility. Outages ( see page 149)… View//modify downtimes for the selected facility. Suites ( see page 136)… View//modify suite information for the facility. Delete Delete the selected facility. Write to Database Update the Recipe DB with the modified facility. Cut Cut the selected facility. Copy Copy the selected facility. Delete Delete the selected facility. Paste Paste the selected utility. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. Text only is copied. 3.3.10 Labor WIndow The Labor Window is displayed when the SchedulePro Labor node is selected on the Navigation ( see page 17) Tree. The Labor Window displays a list of labor items in the active SchedulePro project. The list can be modified from the Labor Toolbar, or via the Labor Context Menu. The Labor list can be modified from the Labor Toolbar. The following operations on labor are available: 3.3 SchedulePro Windows SchedulePro Labor WIndow 39 Create New Labor Add a new labor item to the list. Delete the selected labor item. Edit the properties of the selected labor item. Display the operations that use the labor item. Display the labor demand as a function of time for the selected labor resource. Edit labor item downtimes for the selected labor item. Cut the selected labor item. Copy the selected labor item. Paste the selected labor item to the list. The Labor list can also be modified from a context menu. The following operations on labor items are available Properties… Edit the properties of the selected labor item. Used By… View a list of operations//procedures making use of the selected labor item. Show Profile Display the labor demand as a function of time for the selected labor resource. Cut Cut the selected labor item. Paste Paste the selected utility. Delete Delete the selected labor item. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.10.1 Labor List The Labor list displays all labor items (in alphabetical order) and a summary of their properties. Labor WIndow SchedulePro 3.3 SchedulePro Windows 40 3.3.10.2 Labor Toolbar The Labor list can be modified from the Labor Toolbar. The following operations on labor are available: Create New Labor Add a new labor item to the list. Delete Labor Delete the selected labor item. Edit Labor Edit the properties of the selected labor item. Used By Display the operations that use the labor item. View Labor Profile Display the labor demand as a function of time for the selected labor resource. Labor Outages ( see page 149) Edit labor item downtimes for the selected labor item. Cut Labor Cut the selected labor item. Copy Labor Copy the selected labor item. Paste Labor Paste the selected labor item to the list. 3.3.10.3 Labor Context Menu The Labor list can also be modified from a context menu. The following operations on labor items are available Properties… Edit the properties of the selected labor item. Used By… View a list of operations//procedures making use of the selected labor item. 3.3 SchedulePro Windows SchedulePro Labor WIndow 41 Show Profile Display the labor demand as a function of time for the selected labor resource. Apply Outage Calendar to All Pastes the outages of the last-copied resource to all the resources in the list Delete Delete the selected labor item. Cut Cut the selected labor item. Copy Delete the selected labor item. Paste Paste the selected utility. Paste Outage Calendar Only Paste the Outages ( see page 149) from the last copied resource to the selected resource Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.11 Staff Window The staff resources window displays the staff list. Add a new staff item to the list. Delete the selected staff item. Edit the properties of the selected staff item. Display the operations that use the staff item. Staff Window SchedulePro 3.3 SchedulePro Windows 42 Edit labor item downtimes for the selectedstaff item. Cut the selectedstaff item. Copy the selected staff item. Paste the selected staff item to the list. Staff entries have the following context menu: Properties… Edit the properties of the selected staff resource item. Used By… Display the operations that use the staff resource item. Apply Outage Calendar to All Pastes the outages of the last-copied resource to all the resources in the list Move To… Move the staff resource to a different facilty. Delete Delete the selected staff resource item. Cut Cut the selected staff resource item to the clip board. Copy Copy the selected staff resource item. Paste Paste the selected utility. Paste Outage Calendar Only Paste the Outages ( see page 149) from the last copied resource to the selected resource Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.12 Utilities Window The Utilities window is shown when the SchedulePro Utilities node is selected on the Navigation ( see page 17) Tree. The Utilities Window displays a list of utilities under a particular facility in the active SchedulePro project. The list can be modified 3.3 SchedulePro Windows SchedulePro Utilities Window 43 from the Utilities Toolbar, or via the Utilities Context Menu. The Utilities list can be modified from the Utilities Toolbar. The following operations on utilities are available. Add a new utility to the list. Delete the selected utility. Edit the properties of the selected utility. Display the operations that use the selected utility. Display the utility demand as a function of time for the selected labor resource. Cut the selected utility. Copy the selected utility. Paste the selected utility to the list. The Utilities list can also be modified from a context menu. The following operations on utilities are available. Properties… Edit the properties of the selected utility. Used By… View a list of operations//procedures making use of the selected utility. Delete Delete the selected utility. Cut Cut the selected utility. Copy Delete the selected utility. Paste Paste the selected utility. Table Contents Utilities Window SchedulePro 3.3 SchedulePro Windows 44 The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.13 Equipment (Work Area // Transfer Panel) Window The Equipment window is shown when the SchedulePro Equipment node is selected on the Navigation ( see page 17) Tree. The Work Area and Transfer Panel windows have the same features although the columns differ for each resource. The Equipment Window displays a list of equipment items under a facility in the active SchedulePro project. The list can be modified from the Equipment Toolbar, or via the Equipment Context Menu. Toolbar The Equipment list can be modified from the Equipment Toolbar. The following operations on equipment items are available. Add a new equipment item to the list. Insert a new equipment item above the current selection. Delete the selected equipment item. Edit the properties of the selected equipment item. Move item up in the list Move itemn down in the list Display the procedures and operations that use the selected equipment item. Edit equipment item downtimes for the selected equipment item. Cut the selected equipment item. 3.3 SchedulePro Windows SchedulePro Equipment (Work Area // Transfer Panel) 45 Copy the selected equipment item. Paste the selected equipment item to the list. Put the equipment in alphabetical order. Put the equipment in reverse alphabetical order. The Equipment list can also be modified from a context menu. The following operations on equipment items are available. Properties… Edit the properties of the selected equipment item. Used By… View a list of procedures making use of the selected equipment item. Apply Outage Calendar to All Pastes the outages of the last-copied resource to all the resources in the list Cut Cut the selected equipment item. Copy Delete the selected equipment item. Delete Delete the selected equipment item. Paste Paste the selected equipment item. This item only appears when equipment has been cut or pasted on to the clipboard. Paste Outage Calendar Only Paste the Outages ( see page 149) from the last copied resource to the selected resource Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.14 Storage Unit // Material Supply System Windows The Storage Unit window is displayed when the SchedulePro Storage node is selected on the Navigation ( see page 17) Tree. Material supply systems are special storage units that handle specific materials. The interface is the same for both. Storage Unit // Material Supply System SchedulePro 3.3 SchedulePro Windows 46 The Storage Unit Window displays a list of storage units under a facility in the active SchedulePro project. The list can be modified from the Storage Unit Toolbar, or via the Storage Unit Context Menu. Toolbar The Storage Unit list can be modified from the Storage Unit Toolbar. The following operations on storage units are available: Add a new storage unit to the list. Delete the selected storage unit. Edit the properties of the selected storage unit. View a list of streams making use of the selected storage unit. View the inventory profile of the storage unit if available. Cut the selected storage unit. Copy the selected storage unit. Paste the selected storage unit to the list. Contents Menu The Storage Unit list can also be modified from a context menu. The following operations on storage units are available. Properties… Edit the properties of the selected storage unit. Used By… View a list of streams making use of the selected storage unit. Show Profile… View the inventory profile of the storage unit if available. Delete Delete the selected storage unit. Cut Cut the selected storage unit. Copy 3.3 SchedulePro Windows SchedulePro Storage Unit // Material Supply System 47 Delete the selected storage unit. Paste Paste the selected storage unit. Displays only when a storage unit has been copied or cut. Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.15 Campaign Entry Window The Campaign Entry Window is displayed when a scheduled campaign node is selected on the SchedulePro Navigation ( see page 17) Tree under Production Schedule. The Campaign Entry Window displays basic properties of a scheduled campaign and the list of Scheduled Batches for the campaign. The list can be modified from the Scheduled Batches Toolbar, or via the Scheduled Batches Context Menu. The following campaign properties are shown on the Campaign Entry Window: Recipe -- the recipe name Start//End -- the absolute start and end times of the campaign Campaign Size -- the recipe batch size for the campaign Scale Factor -- the recipe scale factor corresponding to the batch size Number of Batches -- the number of batches Edit Campaign Properties button. 3.3.15.1 Scheduled Batches List Campaign Entry Window SchedulePro 3.3 SchedulePro Windows 48 The Scheduled Batches list displays all scheduled batches for the selected campaign and a summary of their properties. The scheduled batch list has the following colums: • Batch ( see page 270) -- the batch ID • Duration -- the total duration of the batch • Nominal Start -- the start time for activities scheduled with the Batch ( see page 270) - Start scheduling • Absolute Start -- the start of the earliest operation in the batch. • End -- the end of the last operation. • Status -- If the current time is defined, the batch is "completed" if the end is before the current time, the batch is "in progress" if the start is earlier than the current time and the end is after the current time. The status is "scheduled" otherwise. • Conflicts, indicates whether there are any resource conflicts. The batch toolbar has the following items: Edit the batch properties Schedule an additional batch Insert an additional batch Delete the selected batch View any conflicts Resolve conflicts for selected batch The Scheduled Batches list can also be modified from a context menu. The following operations on batches are available. Properties… Edit the properties of the selected batch. Lock Lock the selected batch. Recalculate Conflicts Recalculate conflicts for the selected batch. Conflict View… View a list of conflicts with other batches in the campaign. Resolve Conflicts Resolve conflicts for the selected batch. Reschedule Unschedule and again schedule the selected batch. Insert Batch ( see page 270) Before Insert a new batch in the campaign before the selected one. Insert Batch ( see page 270) After Insert a new batch in the campaign after the selected one. Delete Delete the selected batch from the campaign. Copy Timing Copy the user-defined timing modifications. Paste Timing Paste timing changes from one campaign to another (recipes must be the same). Copy Timing to Recipe Translate user-added shifts to fixed shifts in the recipe. 3.3 SchedulePro Windows SchedulePro Campaign Entry Window 49 Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. 3.3.16 Batch Entry Window A number of important batch properties are shown on the Batch ( see page 270) Entry Window. These include the batch, campaign, and recipe names, the batch size in selected units, the start and end time of batch execution, etc. The batch properties are: Batch ( see page 270) ID Campaign ID Recipe ID Batch ( see page 270) Nominal Start Batch ( see page 270) End Use the edit button ( ) to view or modify properties of the scheduled batch. 3.3.16.1 Scheduled Procedures Toolbar A Scheduled Procedure ( see page 270) can be modified from the Scheduled Procedures Toolbar. The following operations on procedures are available. Edit Procedure ( see page 270) View//edit the properties of the selected procedure. View Conflicts Display a list of all the conflicts for the selected procedure. The procedure context menu includes; Properties... Edit the procedure Batch Entry Window SchedulePro 3.3 SchedulePro Windows 50 View Conflicts... Display any conflicts Resolve Conflicts Resolve conflicts Delete batch Onwards Delete subsequent procedures 3.3.17 Scheduled Procedure Entry Window The Procedure ( see page 270) Entry Window is displayed when a scheduled procedure node is selected on the SchedulePro Navigation ( see page 17) Tree under Production Schedule. The Procedure ( see page 270) Entry Window displays the following procedure properties: • Procedure ( see page 270) Name • Description • Batch ( see page 270) Name • Campaign Name • Main Equipment • Start//End The operation sequence toolbar has the following items: Edit the operation View conflicts The procedure context menu includes; Properties... Edit the operation View Conflicts... Display any conflicts Resolve Conflicts Resolve conflicts Delete batch Onwards Delete subsequent operations 3.3 SchedulePro Windows SchedulePro Scheduled Procedure Entry Window 51 3.3.17.1 Operation Sequence The Operation ( see page 270) Sequence displays a list of all operations in the procedure, and summarizes their important properties. The columns include • Operation ( see page 270) - The name of the operation • Cycle # - The cycle of number if there are multiple cycles • Aux. Equipment - The auxiliary equipment assigned to the operation • Duration - The duration of the operation • Start//End - The start and end times • Status (The status of the operation with respect to the current time.) • Scheduled: The operation start is after the current time or the current time is not set • Started: The operation start is before the current time • Completed: The operation end is before the current time 3.3.17.2 Operation Sequence Context Menu The Operation ( see page 270) Sequence can also be modified from a context menu. The following actions on operations are available: Properties… Edit the properties of the selected operation. Scheduling Info… Set//modify scheduling information for the selected operation. Properties... Edit the operation View Conflicts View the conflicts associated with the operation Resolve Conflicts Resolve conflicts associated with the operation Delete Batch ( see page 270) Onwards The the remainder of the batch beginning with the selected operation Table Contents The Table Contents submenu contains items that allow for copying the selected table region, copying the whole table and selecting the whole table. Scheduled Procedure Entry Window SchedulePro 3.3 SchedulePro Windows 52 3.3.17.3 Operation Sequence Toolbar Edit Operation ( see page 270) Edit the properties of the selected operation. View Conflicts View a list of conflicts affecting the operation. 3.4 SchedulePro Main Menu 3.4.1 Main File Menu The main File menu has the following options: New Create a new SchedulePro Document Open Open an existing SchedulePro Document Close Close the current document Save Save the current document Save As... Save the current document to a specified name and location. Print Setup Set up the local printer properties Send... Email the current document to someone Properties... View version and descriptive information about the current document Recent Documents See and open recently opened documents. 3.4.2 Edit Menu Item The Edit menu item provides entries for copying the chart. Copy Gantt Chart Copy the chart portion of the Gantt chart window to the system clipboard in Windows Metafile format (wmf). Copy Gantt Spreadsheet Copy the spreadsheet portion of the Gantt chart window to the system clipboard. 3.4 SchedulePro Main Menu SchedulePro Recipe Menu Item 53 3.4.3 Recipe Menu Item The Recipe menu item contains entries for creating and importing SchedulePro recipes. It provides the following entries: Create New Recipe Start a new recipe in the current SchedulePro project. Import from Database Import a recipe from the Recipes DB. Recipes created with SuperPro can be imported to a SchedulePro project. Find Find a recipe and select it in the tree. Sort Recipe Folders Sort the recipe folders (if any) Import From File Import or update a recipe from a text file 3.4.4 Resources Menu Item The Resources menu item contains entries for manipulating SchedulePro resources (materials, facilities, equipment, labor, etc.). It provides quick links for adding resources to the SchedulePro project. Some functionality may not be available depending upon the type of the selected SchedulePro object. The Resources menu item contains the following entries: Add Material Add a new material resource to the SchedulePro project. Add Facility Add a new facility to the SchedulePro project. Delete Facility Delete the selected facility from the SchedulePro project. Add Labor Add a new labor type under the selected facility. Add Staff Add a new staff resource to the selected facility. Add Utility Add a new utility item to the selected facility. Resources Menu Item SchedulePro 3.4 SchedulePro Main Menu 54 Add Equipment Add a new equipment item to the selected facility. Add Work Area Add a new work area to the selected facility. Add Transfer Panel Add a new transfer panel resource to the selected facility. Add Storage Unit Add a new storage unit to the selected facility. Add Material Supply System Add a new material supply system to the selected facility. 3.4.5 Options Menu Item This item has general options for scheduling. Operation ( see page 270) Types Define operation types for charting and reporting. Recipe//SKU Types Define recipe types for use with the change-over matrix. Operation ( see page 270) Report Text Set or modify the Daily Activity Report template text. Set Weekend Hours… Set off hours to display on the Equipment Occupancy Chart. Set Currency… Set the base and display currencies. 3.4.6 Plan Menu Item Plan a Campaign Plan a new campaign. Load Campaigns From File Load campaigns from a text file that contains campaign descriptions. SKU Order Templates… 3.4 SchedulePro Main Menu SchedulePro Plan Menu Item 55 Create standard orders for scheduling. Campaign Projects Define projects for campaign grouping. Check “Show Campaign Projects” in the Edit//Preferences dialog. 3.4.7 Schedule Menu Item The Schedule menu item contains entries for manipulating SchedulePro schedules. It provides quick links for planning campaigns and batches. It provides the following entries: Schedule All Campaigns Schedule all planned campaigns. This action does not reschedule currently scheduled campaigns. Reset Schedule Delete all scheduled batches. View all Conflicts Display all the conflicts. Resolve All Conflicts Resolve all conflicts for the entire schedule. Scheduler Timing Set the scheduling horizon and the current time. Scheduling Options Edit the options of the currently selected scheduling mode. Scheduling Dependencies and Order Manage campaign priorties and dependencies. Edit Scheduling Modes Manage the scheduling modes. Schedule Evaluation… Display information and statistics . Economics… View the overall economic information for the schedule. 3.4.8 View Menu Item The View menu item contains entries for viewing scheduling results in various chart types. It provides the following entries: View Menu Item SchedulePro 3.4 SchedulePro Main Menu 56 Gantt Chart Display a Gantt chart of the schedule. Equipment Occupancy Chart Equipment Occupancy Profile… Display an equipment-oriented Gantt chart for the schedule. Edit Equipment Chart Style… Modify the display options before the chart is displayed. Easy Print Charts Gantt Chart (Printable) Display the Gantt chart with limited interactivity and enhanced print options. Equipment Occupancy Chart (Printable) Display the Equipment Occupancy Chart (EOC) with limited interactivity and enhanced print options. Equipment Time Utilization Display an equipment time utilization bar chart for the schedule. Resource Profiles Display the following material consumption//production charts (rate as a function of time) for the schedule: Raw Materials Products Waste Labor Heating//Cooling Utilities Power//Duty Mobile Equipment Area Inventory Profiles Display inventory profiles for storage//equipment items. Storage Inventory Display the inventory of storage units with inventory tracking Material Supply Inventory Display the inventory of material supply systems with inventory tracking Equipment Capacity ( Procedure ( see page 270) Based) Display the utilization of multitasking equipment with sizing information. Equipment Capacity (Material Based) Display the inventory of equipment associated with storage units. Toolbar 3.4 SchedulePro Main Menu SchedulePro View Menu Item 57 Toggle toolbar display. Status bar Toggle status bar display. Refresh Update the SchedulePro Navigation ( see page 17) View. The ctrl-r key has the same effect. 3.4.9 Reports Menu Item The Reports menu item contains entries for creating and viewing various SchedulePro report types. It provides the following entries: Schedule Report Create and view the detailed schedule report (operations included). Equipment Occupancy Report Create and view the equipment occupancy data. Staff Occupancy Report Create and view the staff data. Equipment Utilization Report Create and view the equipment utilization report. Materials Report Create and view the materials report. Daily Activity Report Create and view the daily activity report. Economic Report Create and view the economic report. Materials Orders and Receipts Create and view the report for reordering materials for supply systems and//or input storage units. See chapter 6. Inventory Report Show periodic inventories for selected storage units. Labor Report Show Labor Usage Gantt Graph Create and view an HTML version of the Gantt Chart. Equipment Occupancy Graph Create and view the equipment occupancy graph. Reports Menu Item SchedulePro 3.4 SchedulePro Main Menu 58 Recipe Report Create and view the recipe report. Transfer Panels Display the layout of transfer panels. Export to VCalendar (Outlook...) Export as an ICS file and optionally email to recipients Report Options Specify common and report-specific options. Clipping Options Limit chart or report data by time, campaign or batch. Contents and Ordering Select and order resources for reports and charts that display multiple resources, e.g. equipment. Saved Options Save the current clipping and reporting options in a named set. 3.4.10 SQL Server Menu Item The SQL Sever menu has the following items: Database Browser Display SQL Server Database contents Campaigns... Display and manage stored campaigns Facilities... Display and manage stored facilities SKUs... Display and manage stored SKUs Projects Display and mange stored Projects Timing Updates Manage schedule updates from the database Stream Updates Manage material updates from the databse Receipt Updates 3.4 SchedulePro Main Menu SchedulePro SQL Server Menu Item 59 Manage material receipts in the database Apply All Updates Apply all updates in the database Export Schedule Export all scheduled activities (campaigns, batches, etc.) to the database Export Material Transactions Export receipts and withdrawals in storage units Export Document Export all document data Settings... Set the SQL Server connection information 3.4.11 Connectivity Menu Item The Databanks menu item contains entries for manipulating the Recipes DB. It provides the following entries: Recipe Data Edit Location Enter the location of the database and any other login information. DB Search Search the recipe database. Export to MS Project XML file Export to the MS Project XML format. Use with later versions of MS Project. ERP Link Configure Import//Export… Configure the file interface. Import… Import campaign data from a text file. Export… Export campaign data to a text file. M