Key Concepts

Templates are the blueprints that are used as starting points when new jobs are created. They usually represent the minimum amount of a product that a resource can produce. When a job is to be created with a different required quantity, the material and product quantities of the template are scaled accordingly. 

Templates are used by:

  • MRP creates jobs for manufactured items when "Generate jobs to satisfy demands, and material requirements" is selected.
  • CTP to define which products to simulate and schedule a job to determine whether it can be done on time.

The Templates view displays a list of all templates that can be used to create new jobs. Each row represents a different template and lists the required materials and products and the required quantities and expected run hours. When a template is opened from the grid, the Jobs dialog opens for that template, which displays additional information. One key difference between jobs and templates is that templates are not scheduled on the Gantt. 

Creating a Template from an Existing Job

The easiest way to create a new job template in PlanetTogether is to convert an existing job into a template. To do this, double click on a job from the Gantt or the Job view to open the Jobs dialog, then check the "Template" box and click "Save and Close" to apply the changes. 

Importing Templates

Templates can also be imported in PlanetTogether the same way jobs would be imported. The key difference is that you would need to specify the "Classification" type as a "Template." The relevant import mappings can be found here

Manually Creating Templates

Templates can also be manually created by clicking on the "New Template" button found in the upper right corner of the templates view. Manually creating templates follows the same steps as creating jobs, except that templates are not scheduled once created. 

  1. Clicking the New Template button will prompt a new Job dialog to open.
  2. Define the Name of the template. A Description can also be defined here. Note: Ensure that the "Template" option is checked. 
  3. Define the Manufacturing Orders (at least one).
    1. From the manufacturing orders tab, define the Product Name and Required Qty.
  4. Define the manufacturing order's Operations (at least one).
    1. From the Operations tab at the bottom of the jobs dialog, click on New Operation, and select the Required Capabilities for operating. Note: when this dialog is prompted the first time, you select all of the required capabilities for ONE resource requirement. Therefore, a single resource must have all capabilities selected during this first dialog.
  5. Define each operation's Resource Requirements (at least one).
    1. From the Resources tab | Resource Requirements, click on New Resource Requirement.
    2. Define the Required Capabilities. Additionally, you can select the Default Resource or change the Attention-Percent (if the job is scheduled on a multi-tasking resource). 
  6. Define each operation's Material Requirements (at least one).
    1. From the Stock Materials tab, click on New Stock Material Requirement.
    2. Define the Material Item, Warehouse, and Constraint Type.
  7. Define the Products.
    1. From the Products tab, click on New Product.
    2. Define the Item External Id, Warehouse, Total Output Quantity, and set the Inventory Available Timing.
  8. Define each manufacturing order's Alternate Paths and each alternate path's Operations.
  9. Save and Close. The template will appear as a new row in the Templates view.