PlanetTogether provides users with the option to update the progress of activities as work is completed on the shop floor. Updating the activity status can be done manually or automatically depending on the company's preference regarding where the job progress should be reported. Generally, the Activity Status is recorded in the company's ERP system and imported into PlanetTogether by refreshing the data. However, the activity status can be updated manually in cases where PlanetTogether is used as a standalone product or if the manufacturing capabilities of the company's ERP system are weak.
There are three ways that the Activity Status can be updated in PlanetTogether, discussed below:
1) Operation Header
The first way that Activity Status can be updated in PlanetTogether is through the Operation Header of the activity in question. Remember that every operation has exactly one activity unless the operation is split, so the Operation Header can be opened simply by double-clicking on the activity block displayed on the Gantt.
Moving into the "Status" tab of the Operation Header will allow us to begin updating the Activity Status. Here you will notice that there are several options that are not accessible in the following methods of updating Activity Status. This is the most in-depth method of updating Activity Status. Here we can change the Production Status and Report Quantities (either Good or Scrap), along with the Reported Setup Hours, Run Hours, and Post-Processing Hours. Reporting these quantities and hours also benefits the Performance Tracking functions in PlanetTogether and is helpful in being able to come to more accurate time standards over time.
Once an activity is marked as "Finished" it will be removed from the schedule. If a Time or Quantity is reported but the activity is not set to "Finished", then its scheduled length will be adjusted based on the reported values provided.
- Production Status: This is the current status of the activity and determines which portions of the activity should still be scheduled. This value is typically specified externally (via an ERP system) but can be updated manually. Note: When an activity has its production status changed, it cannot be set to an "earlier" status. For example, if an activity is set to "Running", it cannot be set back to "Waiting".
- Waiting: The activity is waiting for material, a predecessor operation, or a predecessor manufacturing order.
- Ready: All constraints for the activity (material, predecessors, MO release date) have been satisfied and the activity can start at any time.
- Started: The activity has had Time or Quantity (either good or scrap) reported for it. This status has no effect on the scheduling of the activity; it is simply a visual indicator of its current status.
- Setting Up: The activity is currently being set up to begin production. If an activity is in its current Setting-Up span, it is scheduled as close to the front of the schedule as possible, and moving the activity is not permitted.
- Running: The activity is currently in production. This activity is scheduled as close to the front of the schedule as possible and moving the activity is not permitted.
- Post-Processing: The activity is finished in production and undergoing some follow-up activity such as drying or curing. If post-processing uses the resource, the activity will be scheduled as close to the front of the schedule as possible, and moving the activity is not permitted. If post-processing does not use the resource, the activity is not visible on the Gantt.
- Transferring: The activity is finished in production and is being transferred to the next resource or to inventory. Activities are not visible in the Gantt during transfer.
- Finished: The activity has been completed and is available to be used by the next operation immediately. Finished activities are not visible on the resources or job Gantts, but they can be seen in gray in the job dialog Gantt.
- Expected Finish Qty: The number of good units required to be produced by the scheduled activity.
- Expected Scrap Qty: An estimate of the scrap that will be produced based on the activity's Required Finished Qty and the operation's Planned Scrap Percent.
- Reported Finish Qty: The number of good units made so far. This quantity is subtracted from the Required Finish Qty to determine the remaining quantity.
- Reported Scrap Qty: The number of units scrapped so far. If the operation's DeductScrapFromRequired field is set to "true", this value will reduce the amount of run time accordingly. For example, if RequiredFinishQt =50, the ReportedFinishQty=10, and ReportedScrapQty=5, then 50-10-5=35 units of run time will schedule. If false, then 50-10=40 units of run time will schedule.
- Reported Setup: The amount of time spent setting up so far. This is subtracted from the scheduled setup to determine how much more time to schedule for setup.
- Reported Run: The amount of time spent in production so far. This is NOT subtracted from the scheduled run. Instead, the remaining run time to schedule is determined from the quantities.
- Reported Post-Processing: The amount of time spent in the post-processing stage so far. This is subtracted from the scheduled post-processing span to determine how much more time to schedule for post-processing.
Note: An activity finished or updated from this dialog will no longer be affected by updates to the activity's Reported Good Qty, Reported Scrap Qty, Production Status, Reported Setup Span, Reported Run Span, or Reported Post-Processing Span.
The values stored in the manual finish will override any subsequent reports coming from the ERP system about the activity.
If for some reason you would like to subsequently update the activity from the ERP system, deleting the job and reloading it from the ERP system is advised.
The Time Based Reporting feature can be accessed and set up from the Jobs Dialog, under the Operation | Status tab:
- Automatically Report Progress when Clock Advances past Scheduled Start: PlanetTogether will report Quantities and Hours of an operation based on the scheduled dates when the clock is advanced. The Reported Quantities and Hours are subtracted from the Required Qty and Required Hours fields to calculate the Remaining Qty and Hrs.
- Note: This feature is based on cycle times. For the Gantt activity blocks to shrink, one cycle must be completed.
- Automatically Finish when Clock Advances past Scheduled End: The activity status will automatically be marked as "Finished" when the clock advances past the scheduled end of the activity.
- Once an activity is marked as "Finished", it will not be visible on the Resource of Job Gantts, but can be seen in gray in the Job Dialog Gantt.
- If a Time (Hrs) or Quantity is reported but the activity is not set to "Finished", the scheduled length of the activity block will be adjusted based on the reported values provided.
Additional information on Time Based Reporting can be found here.
2) Activity Status Dialog
PlanetTogether is intended to allow users to interact with the data in whatever format or configuration comfortable for them. Where the Operation Header might be more comfortable for users who are accustomed to working with spreadsheets and tables, the Gantt may be preferred for ease of use.
Instead of double-clicking on an Operation on the Gantt, the Activity Status dialog can be opened by right-clicking the Activity and selecting "Activity Status" From here, the vast majority of the same options are available, except for the option to enable Time Based Reporting.
In this dialog, users can update the Production Status of the activity (explained in the previous section). In addition, users can report Quantities of items or a Time of production to update the status of the activity.
3) Activity Scheduling Grid
Similar to the Activity Status Dialog, the activity Scheduling Grid can be accessed through the Gantt chart, this time by right-clicking on the Resource that is assigned to perform that activity. Unlike the previous two methods, the activity Scheduling Grid displays all the activities scheduled to that Resource for the duration of the Planning Horizon. However, only the first scheduled Activity can be updated and must be marked as Finished before the next activity can be updated.
Visualizing the Status of the Activity
There are different Gantt label segments that make it easy to visualize the status and the progress of the activity directly from the Gantt view. As progress is reported, the size of the activity block will also shrink.