Once PlanetTogether generates a schedule, it is possible to move activities and jobs manually if needed. Combining automated scheduling with manual adjustments gives users greater flexibility to generate schedules. The Gantt chart screen allows schedulers to perform moves via drag-and-drop and allows them to lock activities to resources, anchor them in time, and put them on hold.
In PlanetTogether, activities can be moved easily in the Gantt chart screen by clicking on the activity block to be moved and dragging it to the preferred position. The rest of the schedule will adjust to accommodate the move. For example, moving an activity to a later time will make all of its successor activities move out in time as well.
Note: Activities can only be moved onto resources with the necessary capabilities to perform the job. Eligible resources are indicated with a green arrow to the left of the Gantt.
Drag-and-Drop from the Jobs Grid
The Drag-and-Drop functionality can be used to move jobs to a preferred time or resource on the Gantt. It can also be used to drag jobs from the Jobs grid onto the schedule. To do this, you can dock the Jobs and Gantt views on the same page and drag jobs from the grid onto the Gantt.
Manual Scheduling Options
There are four settings in the Options drop-down menu that can be used in addition to the drag-and-drop functionality:
- Move to Exactly the place specified: When this option is selected, the activity you move will go exactly to the spot you drag it. Any other activities will adjust to accommodate the move. When this option is not selected, dragging an activity on top of another will schedule it to the end of the activity it was dragged on.
- Expedite Successors after an Activity is moved: When an activity is moved out in time, its successor activities move out in time as well. However, moving an activity to an earlier time will not move its successor activities unless this option is selected. When this is selected, the successor activities will move to directly follow the moved activity, no matter where it was moved. This is particularly useful in Food and Beverage manufacturing where operations must be completed within a certain amount of time from each other to avoid spoiling or shelf-life violations.
- Anchor Activities in Time after drag-and-drop or Expedite: When this option is enabled, activities moved by drag-and-drop will remain anchored in time even after optimization is performed.
Note: Activities can also be anchored in time by right-clicking on the activity block and selecting "Anchor in Time", then choose which parts of the job you wish to anchor (Job and supplying MO, MO, Operation, Activity). To un-anchor, right-click the activity block and uncheck "Anchor in Time". Anchored activities will have blue lines to the left, right, and bottom of the block in the Gantt.
- Lock Activities to Resources after drag-and-drop or Expedite: If this option is enabled, activity blocks that have been dragged-and-dropped will automatically lock to the resource and will prevent optimization to override the manual changes made to the schedule.
Note: Activities can also be locked to a resource by right-clicking on the activity block and selecting "Lock to current Resources", then choosing which parts of the job you wish to lock. To unlock, right-click on the activity block and uncheck "Lock to current Resources". Locked activities have blue lines on the top of the activity block in the Gantt.
The drag-and-drop function can also be used to switch between alternative routings called alternate paths. When an activity is selected in the Gantt, the resources eligible to perform the activity are marked by a green triangle next to the resource name. In addition, if a resource is eligible to perform the first leaf operation of the alternate path, it will be marked with a yellow circle.
Dragging to an alternate path can be performed by holding the Atl key then dragging-and-dropping the activity block onto a resource marked by a yellow circle. This will cause the manufacturing order's current path to be set to the path selected (from a popup if there is more than one alternate) and for the first leaf operation of the path to be scheduled on the specified resource.
Placing a Job on Hold
If a job needs to avoid being scheduled before a certain date, it can be put on hold. This can be done directly from the Gantt by right-clicking on the activity block and selecting "Hold". From there, users can decide whether the Job, MO, or Operation should be put on hold. A dialog box will then open and prompt users to select a "Hold Until" date as well as a "Hold Reason". The hold reasons can be configured in Settings | Scenario Data | Hold Settings.
Note: Jobs put on hold will be pushed out in time to after the Hold Until date. They will also appear yellow on the Gantt.
Watch: Drag & Drop Scheduling in PlanetTogether
Watch: Expedite an Order