This chapter covers the following topics:
You can use the HTML-based version of the Production Scheduler Workbench to perform many of the same tasks as the Oracle Forms-based Production Scheduler Workbench, but not all. Until you can use the HTML-based Production Scheduler Workbench to accomplish more of the same tasks, you can access both Production Scheduler Workbench versions. Use the HTML-based Production Scheduler Workbench to perform the following tasks:
Search for batches by batch number and planned start date ranges, resource, ingredient, product, or batch status.
Zoom in and out of the production schedule to view batch information by hour, day, week, month, quarter, or year.
Drill down into and view all of the following batch information on one page:
A batch, it's status, planned start date, and planned end date.
All steps within a batch.
Each activity within a step.
Each resource within an activity.
A timeline of all production batches, steps, activities and resources.
Navigate to the Batch Details window for additional batch information.
Reschedule a batch or operation.
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Viewing the Batch Schedule and Details
Use the Production Scheduler Workbench to search for batches, view batch details, and then reschedule batches or operations as needed.
To search for a batch
From the Home page, select the Production Supervisor responsibility and then Scheduler Workbench.
The Production Supervisor Batch Search page opens.
In the Organization field, select an organization, then click Go.
Enter batch search criteria in one or more of the following fields:
Date From: the Planned Start Date of a batch begins on this date or later.
Date To: the Planned Start Date of a batch begins on this date or earlier.
Batch From: this batch number and greater.
Batch To: this batch number and less.
Batch Status: select which of the following batch statuses to include in your search results.
Pending
WIP
Complete
Click Go, or click More.
If you clicked Go, the search results appear. Otherwise, enter additional search criteria.
Enter additional batch search criteria in one or more of the following fields:
Product: search for and select a batch product.
Resource: search for and select a resource used in a batch.
Ingredient: search for and select an ingredient consumed in a batch.
Click Go.
The batches that meet the search criteria appear in the Scheduler Workbench region, which is divided into two parts: a table that lists each batch and a Gantt chart that displays each batch along an interactive timeline.
Tip: Click Hide Search Criteria to increase the space available for viewing the Scheduler Workbench.
To begin a new search, click Clear.
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Viewing the Batch Schedule and Details
Once the batches that meet your search criteria appear (see Searching for Batches), you can use the Scheduler Workbench region to view the following details about each batch:
Status - Pending, WIP, or Complete
Start Date - If the batch status is Pending, this represents the planned start date. If the batch status is WIP or Complete, this represents the actual start date.
End Date - If the batch status is Pending or WIP, this represents the planned end date. If the batch status is Complete, this represents the actual end date.
This information appears in table format as well as in a Gantt chart format. Click Next to view the next 5 batches that meet your search criteria.
Tip: Click Batches to collapse the list of batches, which creates more space to view the resources in the Resource Load Gantt chart below the Scheduler Workbench region.
To view the batch schedule details
Hover over a bar for a batch in the Gantt chart region.
The following batch information appears over the bar:
Batch - the batch number.
Status - Pending, WIP, or Complete.
Product - the product item name.
Planned Quantity - the planned production quantity.
UOM - the unit of measure of the planned quantity.
Planned Start Date - the planned start date and time for the batch.
Planned End Date - the planned end date and time for the batch.
Actual Start Date - the actual start date and time for a WIP or Completed batch.
Actual End Date - the actual end date and time for a Completed batch.
In the table region, expand a batch.
The batch's steps appear in the table and in the Gantt chart. Hover over the Gantt chart bar for a step to view the following step information:
Operation - lists the step number, the name of the operation performed, and the planned quantity.
Status - the status of the operation: Pending, WIP, or Complete.
Planned Start Date - the planned start date and time for the operation.
Planned End Date - the planned end date and time for the operation.
Actual Start Date - the actual start date and time for a WIP or Completed operation.
Actual End Date - the actual end date and time for a Completed operation.
Expand a batch step to see the activities performed within the step.
The activities appear in both the table and in the Gantt chart. Hover over a Gantt chart bar for an activity to view the activity's name and date information.
Expand an activity to see the resources used within the activity.
The resources appear in both the table and in the Gantt chart. Hover over a Gantt chart bar for a resource to view the resource's name and date information.
Click Focus next to a batch, operation, or activity to view only that expanded record in the Gantt chart. Click Batches to return to viewing all batches that meet your search criteria.
Batches and steps, activities, and resources are each represented by a different color in the Gantt Chart. Batches and steps change colors depending on their status.
When you hover over the Gantt chart date range header, zoom icons appear. Use them to zoom in and out of a date range. Zoom in and out between hours, days, weeks, months, quarters, and years. Alternatively, use the use the Date-Time Editor or click Hour, Day, or Week to find your ideal date and time range for the Gantt Chart.
To view additional batch details:
In the Scheduler Workbench region, Batch column, click a batch link.
The Batch Details window opens in view-only mode. Use this window to view additional details about the batch.
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You can reschedule a batch or an operation from the Scheduler Workbench Gantt chart.
To reschedule a batch or operation from the Scheduler Workbench:
For a particular batch or operation, right-click a Gantt chart bar, then select Reschedule from the menu.
Depending upon whether you select a batch or operation, the Batch Reschedule or Operation Reschedule dialog box opens.
Click the date editor for one of the following fields and select a revised date.
Planned Start Date - You can only change the planned start date of a batch in Pending status.
Planned Completion Date
If the batch or operation is in Pending status, the following warning appears:
Do you want the application to recalculate the other date based on the batch duration? If you click No, then date gaps or date truncation can occur.
Click Yes to enable the application to recalculate the other date.
Select the Use WorkDay Calendar option to limit batch or operation scheduling to the days when the plant is operational.
(Conditional) When rescheduling an operation, select the Rescheduling Preceding Steps option to automatically reschedule any preceding steps to meet the new scheduled dates for the operation.
(Conditional) When rescheduling an operation, select the Rescheduling Succeeding Steps option to automatically reschedule any succeeding steps to meet the new scheduled dates for the operation.
Note: When rescheduling an operation, the scheduled start and completion dates automatically adjust for the operation's associated batch, even if the Rescheduling Preceding Steps and Rescheduling Succeeding Steps options are not selected.
Click Apply.
A Confirmation message appears, verifying that you successfully rescheduled the batch or operation.
Related Topics
Viewing the Batch Schedule and Details
After Viewing the Batch Schedule and Details, use the Resource Load region to view resource availability. A Gantt chart uses colors to depict whether each resource is available, allocated, or overloaded for a certain time period.
To view resource loads from the Scheduler Workbench
Click Select Resources.
The Select Resources dialog box opens.
In the Available Resources column, select one or more resources to move to the Selected Resources column. Click the arrow to move them.
Verify that all resources you want to view appear in the Selected Resources column, then click Apply.
The resource loads for the selected resources appear in a Gantt chart. Colors indicate the following:
Green - Available. If 0 to 49 percent of resource instances are scheduled for use, then the resource bar appears green for the time period.
Yellow - Allocated. If 50 to 100 percent of resource instances are scheduled for use, then the resource bar appears yellow for the time period.
Red - Overloaded. If more than 100 percent of resource instances are scheduled for use, then the resource bar appears red for the time period.
Each resource Gantt bar lists the resource usage, in hours (based on the selection of Hour, Day, or Week) scheduled for use divided by the total number of resource usage hours available. For example, if there are 24 hours of resource usage available per day and the resource is not in use (green), the bar displays 0.0/24.0. If half of this resource is allocated (yellow), the bar displays 12.0/24.0. The amount of hourly usage in the numerator and denominator varies depending on the scale and selection of Hour, Day, or Week in the Scheduler Workbench Gantt chart.
Each resource Gantt bar visually depicts the resource load start and end dates, but you can also hover over a bar to see the start and end dates and times.
Zoom in and out between hours, days, weeks, months, quarters, and years in the Scheduler Workbench region to also zoom in and out in the Resource Load region.
When you hover over the Scheduler Workbench Gantt chart date range header, zoom icons appear. Use them to zoom in and out of a date range. Alternatively, use the use the Date-Time Editor or click Hour, Day, or Week to find your ideal date and time range for the both the Scheduler Workbench and Resource Load Gantt charts.
Hover over a resource Gantt chart bar, right-click, then click Usage.
A Resource Usage table appears, listing the following usage information for the resource:
Batch Number
Start Date
End Date
Duration
Status
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