Sheets View

Key Concepts

The Sheets feature provides users with the ability to enter data directly into PlanetTogether manually. This is to provide an alternative to using Excel spreadsheets to import data into PlanetTogether.

Setting Up

This feature can be accessed from the "Views" drop-down menu under the "Sheets" tab.

  1. Enter your Resource Data:

    1. Resource ID: Corresponds to the names assigned to machines or people (or a combination of both) that manufacturing facilities utilize to perform tasks and operations—examples: Injection Molding Machine 1, Operator 1, etc.
    2. Resource Description: Used to describe the type of resource being used. Examples: Horizontal Milling Machine, Lathe Machine for Drilling operations only, etc.
    3. Work Center ID: Corresponds to the name of a department in a plant or a grouping of similar resources. Examples: Milling, Grinding, CNC, Lathe, etc.
    4. Resource Capability ID: The skill sets, capabilities, or tools that a resource has at its disposal. Examples: Milling, Grinding, CNC, Lathe, etc. 
      1. Note: There is currently no option to import a resource with multiple capabilities using the Sheets feature. Additional capabilities can be created and assigned to resources from the Scenario Data. 
  1. Click the "Import" button.
  2. Enter your Routing Data:
    1. Item ID: Used to indicate the product that needs to be manufactured. Examples: Item 1, Steel Shaft, FG-A, SUB-C, etc.
    2. Operation Number: The process of manufacturing a product usually involves multiple steps or operations. These operations are assigned Operation Numbers. Examples: 10, 20, 30 ... OR 1, 2, 3...
    3. Operation Description: Used to describe the type of operation being performed on a particular item. Examples: Drilling a hole 20mm deep at the concentrically center point of the cylindrical shaft; Deburring operation on the top and sides of the rectangular plate.
    4. Capability Required: The skill or tool required to perform a particular operation (this is the same as resource capability under Resource Data). Examples: Milling, Grinding, CNC, Lathe, etc.
    5. Standard Quantity Per Hour: Represents the number of times an operation can be performed in an hour. Example: If an operation can provide 10 items per hour, a 100-piece job would take 10 hours to complete.
    6. Standard Setup Hours: The time it takes to set up the machine to operate. Examples: 0.5, 1, 3 hours.
  3. Click the "Import" button.
  4. Enter your Production Order Data:
    1. Production Order ID: The work order job reference number. Examples: PO1, PO50, PO1-SUBC.
    2. Item ID: Indicates the product that needs to be manufactured—examples: Item1, Steel Shaft, FG-A, SUB-C, etc.
    3. Produced Quantity: The total number of items required to be produced on that work order. Examples: 100 items.
    4. Required Ship Date: The job need date OR the date the Production ORder needs to be completed to be considered "on-time." Example: 08/29/2020.
    5. Sales Order ID: The sales order reference/identification number. Examples: SO123, SO50, etc.
  5. Click the "Import" button.
  6. Once all data has been imported, click the Optimize button to schedule the jobs. They should now appear on the Gantt chart. 

Additional Notes:

  • The "Sheets" pane can only be used to import data into PlanetTogether. Once this data is imported, it cannot be edited from the "Sheets" pane but can be edited from other locations in PlanetTogether. 
    • In addition, importing new data requires that the old data be cleared from the spreadsheet. To do this, click the "Clear" button and enter the data to be added. 
  • Data can be copied from an existing Excel spreadsheet into the "Sheets" pane.
  • Data validation is done in the background, so the system will tell you if any data entered is not valid/does not exist. This will need to be changed for the import to occur.