Using the Capacity Workbench
You use capacity plans to manage resources and determine the amount of capacity that is required to produce products in the future. With the capacity plan, you can view capacity by user-specified buckets and navigate to production details where you can add, delete, or cancel production, reschedule tasks, and change quantities.
This topic provides an overview of the Capacity Workbench and capacity calculations and discusses how to use the Capacity Workbench.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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PL_CWBENCH_SRCH |
Define Capacity Workbench search criteria. |
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PL_WBENCH_SUMMARY |
Maintain capacity plans by analyzing the capacity usage for a resource or group of resources. |
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PL_WB_ROWTYPE_SEC |
Modify the workbench row types that appear and the order in which they appear. Changes that you make to row type preferences on this page override those preferences that are defined on the Define Display Template page. However, the system does not save these changes to the Define Display Template page. Modifications that you make on this page are temporary; the system deletes these changes when you navigate away from the workbench. |
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PL_WB_CAP_DRILLDWN |
Review required capacity. Review the production operations that are placing a load on a resource in a period and create new planned production. |
Use the Capacity Workbench to view the capacity-plan details based on certain selection and sort criteria. After you have identified the overloaded resources, you can view the loads in a bucketed format over time. You can also make manual adjustments to the capacity plan to resolve capacity problems.
Capacity Workbench Search
Use the Capacity Workbench search functionality to define search criteria and generate a list of resources to review. From this page, you can select one resource, multiple resources, or all of the returned resources and generate a resource summary.
Capacity Workbench Summary
On the Capacity Workbench Summary page, you can review multiple resources and aggregations, and navigate to display summaries for individual resources. To access the Capacity Workbench summary page, you can select any individual resource or a group of resources on the Capacity Workbench Search page. Then click the Generate Summary button.
Note: On the Capacity Workbench Summary page, the system displays only that resource information in a period size that matches an individual resource's bucket size. If you select multiple resources, the system ensures that all of the resources have the same bucket size.
This section discusses how PeopleSoft Supply Planning calculates available and required capacity.
Available Capacity Calculation and Resource Class by Time
The system calculates available capacity using this equation if you have defined the Resource Class field as Time:
Available Capacity = Calendar Work Hours × Capacity Multiplier × Availability Percentage
You can navigate to the Work Centers page to define the capacity Multiplier/Units and Availability Percentage fields.
On the Daily Calendar page, you can review the calendar work hours that are defined for the corresponding calendar code.
Available Capacity Calculation and Resource Class by Unit
The method that the system uses to calculate available capacity when you have defined the Resource Class field as Unit depends on how you have defined the bucket for the capacity multiplier. For capacity multipliers that are defined using daily buckets:
Available Capacity = Calendar Work Hour/24 x Capacity Multiplier x Availability Percentage.
For capacity multipliers that are defined using weekly buckets:
Available Capacity = Calendar Work Hour Daily x Number of Days/(24x7) x Capacity Mulitplier x Availability Percentage.
Required Capacity Calculation and Resource Class by Time
If you have defined the Resource Class field as Time, the system sums the capacity for all of the operations on the Required Capacity page to determine total required capacity for a bucket.
Required Capacity Calculation and Resource Class by Unit
The system calculates required capacity using this equation if you have defined the Resource Class field as Unit:
Required Capacity = Total Bucket Task Duration/Total Duration x Remaining Quantity.
Note: When calculating required capacity, the system also considers the allocation strategy that you define for spreading capacity over multiple buckets for the resource. The system uses the allocation strategy that you define to allocate the entire task to the first bucket, the last bucket, or proportionally across all of the buckets.
Use the Capacity Workbench Search page (PL_CWBENCH_SRCH ) to define Capacity Workbench search criteria.
Navigation:
Note: When you access the Capacity Workbench Search and Capacity Workbench Summary pages from the Review Capacity Plan Summary menu, you can analyze the capacity usage for a resource or group of resources. You cannot, however, add or maintain production when you access these pages from the Review Capacity Plan Summary menu. To make changes to the capacity plan, access the Capacity Workbench Search and Capacity Workbench Summary pages through the Capacity Plan Workbench menu.
Field or Control |
Description |
|---|---|
Resource Code |
Select to limit the search to a specific resource. Define resources on the Define Work Centers - Resource page. Note: Use wildcard characters to perform partial searches for resource codes. |
Planning Bucket Size |
Limit the search to resources that are defined with a specific bucket size. |
Template |
Select a row type template, which determines which row type values appear on the Capacity Work Bench - Summary page with default display options and charting options. |
Display Row Types (button) |
Click the Display Row Types button to access the Capacity Plan Workbench - Display Row Types page, where you can modify which row types appear on the Capacity Plan Workbench Summary page, and the order in which they appear. Define the row types that initially appear on the Capacity Workbench Summary page by associating row types with a template on the Define Display Templates page and selecting that template in the Template field on this page (or on the Capacity Workbench Search page). You can access the Capacity Plan Workbench - Display Row Types page on all of the workbench and review pages where row types are used, including the Material Plan Workbench, Review Material Summary Plan, Buyer Workbench, and Review Buyer Purchases pages. |
Resource Class |
Values are:
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Work Center Group |
Select to limit the search to resources that are associated with a specific work center group. |
Ignore Violations |
Select to limit the search to resources that solvers ignore when solving for capacity. On the Define Work Center - Planning Options page, you can select Ignore Violations to report over-capacity resources but not repair them during the optimization process. If you select this check box for a resource, the violations for that resource are not repaired by the solvers. You can select this option for noncritical resources to enable the solvers to ignore these resources and focus on critical resources for capacity repair. You can also select this option to generate what-if scenarios. |
Search |
Click to display all of the capacity plan items that meet the criteria that you defined in the Search Criteria group box. |
Clear |
Click to clear all of the field values in the Search Criteria group box. |
Display Options
Field or Control |
Description |
|---|---|
Start Date |
Define the exact starting time for the period of time that you want to review in the capacity plan. You can review data from the start of the plan or at different intervals in the plan. If you do not enter a start date, the system uses a default value based on the bucket size. Values are:
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Beginning Start Date |
Elect to begin the start date of the first period at the Beginning of Period or at the Start Date Entered in the Start Date field. For example, suppose that you entered a start date that occurs midweek and you are processing weekly buckets; select Beginning of Period to begin the first period on the previous Sunday; select Start Date Entered to begin the first period on the specific date that you entered in the Start Date field. |
Number of Periods |
Define the number of buckets that appear. The system initially populates this field with the value that you entered for the Default Number of Periods field on the Define Display Template page. The number of periods that you define determines the number of tabs that appear in the summary. |
Decimal Positions |
Define the decimal precision that you want to include in the quantity buckets. |
Summary Options
Field or Control |
Description |
|---|---|
Select All |
Click to select all of the items that appear in the Resource List group box. |
Clear All |
Click to clear all of the selected resources that appear in the Resource List group box. |
Generate Summary |
If you have selected multiple items in the Resource List group box on the Capacity Workbench Search page, click this button to access the Capacity Workbench Summary page, where you can view the load of each resource in a bucketed format. |
Summarize by Resource Class |
Select to display an aggregate summary for all of the resources selected by resource class on the Capacity Workbench Summary page. When you select this option, the system displays an extra row per resource class that represents the summation of all of the selected resources within that class. |
Show Detail |
Select to display the aggregate summary and supporting detail for all of the resources. |
Resource List
Field or Control |
Description |
|---|---|
Selection check box |
Select those items that you want to include for review on the Capacity Workbench Summary page. |
Resource Code |
Click any value in this column to access the Capacity Workbench Summary page, where you can review and maintain capacity usage for the resource. Define resources on the Define Work Centers - Resource page. . |
Allocation Strategy |
Displays the method for spreading the time or unit capacity over multiple buckets for the resource. Values are:
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Use the Capacity Workbench Summary page (PL_WBENCH_SUMMARY) to maintain capacity plans by analyzing the capacity usage for a resource or group of resources.
Navigation:
Display Options
This section displays additional search criteria fields. Click the Refresh button to update the data on the Capacity Workbench Summary page.
Field or Control |
Description |
|---|---|
Start Date |
Define the exact starting time for the period of time that you want to review in the capacity plan. You can review data from the start of the plan or at different intervals in the plan. If you do not enter a start date, the system uses a default value based on the bucket size. Values are:
|
Planning Bucket Size |
Limit the search to resources that are defined with a specific bucket size. |
Template |
Select a row type template, which determines which row type values appear on the Capacity Work Bench - Summary page. |
Beginning Start Date |
Elect to begin the start date of the first period at the Beginning of Period or at the Start Date Entered in the Start Date field. For example, suppose that you entered a start date that occurs midweek and you are processing weekly buckets: select Beginning of Period to begin the first period on the previous Sunday; select Start Date Entered to begin the first period on the specific date that you entered in the Start Date field. |
Number of Periods |
Define the number of buckets that appear. The system initially populates this field with the value that you entered in the Default Number of Periods field on the Define Display Template page. The number of periods that you define determines the number of tabs that appear in the summary. |
Decimal Positions |
Define the decimal precision that you want to include in the quantity buckets. |
Refresh |
Click to update the information in the Resource Summary group box when you change any of the values in the filter criteria fields. |
Instance Start Date and Instance End Date |
Displays the start and end dates for the corresponding planning instance. |
Plan Summary
Contains a set of data for each row that is selected in the Resource List group box on the Capacity Workbench Search page.
Field or Control |
Description |
|---|---|
Resource Code, Resource Class |
Displays the resource and class that are detailed in the Resource Summary group box. |
Summarize by Resource Class |
If on the Capacity Workbench Search page, you elected to display an aggregate summary for all of the resources that are selected by resource class, this field appears and specifies the corresponding resource class that is being aggregated. |
Chart For
Override the row types to chart (initially defined on the Define Display Templates page) and define the type of chart that you want to use to depict the graphic.
Note: The system does not automatically generate charts. Select a graph type to display the row type chart data, and click the Graph button to generate a graph.
Resource Summary
Field or Control |
Description |
|---|---|
Row Type |
Represents a type of planning data. The data can be cumulative or calculated on a period-by-period basis. Click any link in the Required Capacity row to make changes to the plan. Row types that appear in this column are those row types that you elected to include in the workbench (the default row types that are associated with the template that you defined on the Define Display Templates page) in the sort order that you defined. |
Date columns |
These sequential dates correspond to the period duration that you define for the page. The dates can be at daily, weekly, or monthly intervals. |
Note: When calculating values for row types, the system ignores production where you selected Ignore Capacity (IGNORE_CAPACITY). Additionally, the system does not include canceled production in the summary bucket calculation.
Use the Capacity Plan Workbench - Display Row Types page (PL_WB_ROWTYPE_SEC) to modify the workbench row types that appear and the order in which they appear.
Changes that you make to row type preferences on this page override those preferences that are defined on the Define Display Template page. However, the system does not save these changes to the Define Display Template page. Modifications that you make on this page are temporary; the system deletes these changes when you navigate away from the workbench.
Navigation:
Click the Display Row Types button on the Capacity Workbench Search page.
Note: You can access the Display Row Types page on all of the workbench and review pages where row types are used, including the Material Plan Workbench, Review Material Summary Plan, Buyer Workbench, and Review Buyer Purchases pages.
Field or Control |
Description |
|---|---|
Sort Order Number |
Define the order in which the row types appear on the workbench. |
Display Row Type |
Select to include the corresponding row type on the workbench display. |
Include in Chart |
Select to include the row type in generated graphic representations. |
Select All Row Types |
Click to select all row types for display on the workbench. |
Clear All Row Types |
Click to exclude all row types for display on the workbench. |
Use the Required Capacity page (PL_WB_CAP_DRILLDWN) to review required capacity. Review the production operations that are placing a load on a resource in a period and create new planned production.
Note: On the Required Capacity page, you can review required capacity for production and planned production. The fields that appear in the Production grid area and the Planned Production grid area are identical and are defined only once in this section.
Common Information
Field or Control |
Description |
|---|---|
Resource Code and Resource Class |
Displays the resource and class that are detailed in the Resource Summary group box. |
Start Date |
Displays the start date that is currently scheduled for the operation. |
End Date |
Displays the end date that is currently scheduled for the operation. |
Available Capacity |
Displays the total capacity that is available for utilization. |
Required Capacity |
Represents the header level capacity requirements for all of the production operations that are included in the planning instance. |
Utilization |
Displays the ratio between required capacity and available capacity. |
Production ID |
Click to access the maintenance page for the corresponding production operation in the Supply Planning - Refine Plan menu. |
Planning Sequence Number |
Represents the numbering scheme that the system uses to synchronize planned orders in the Optimization Framework table with those in the transaction system. Each time that you run the Optimization Table Load process in Regeneration mode, the process initializes the next available planning sequence number to zero. The process resequences all of the planned orders that exist in the transaction system when inserting them into the Optimization Framework table. After inserting all of the orders into the table, the process updates the next available planning sequence number on the problem instance table to equal the last planning sequence number that was used plus one. As new planned orders are inserted within the Optimization Framework table, the system increments the planning sequence number for each new record inserted. |
Show Supply (button) |
Click the Show Supply button for an order to access the corresponding Show Supply page, where you can view a list of orders, the outputs of which will be used to satisfy the demands of the selected order. |
Show Demand (button) |
Click the Show Demand button for an order to access the corresponding Show Demand page, where you can view a list of orders that will use the items that are supplied from the selected order. |
Operation Sequence |
Indicates where in the manufacturing or rework process you need the component. The operation sequence refers to an operation on the assembly item's routing. For manufacturing bills of materials (BOMs), this is the item's production routing. For rework BOMs, this value is the item's rework routing. The default operation sequence is 0, which is the first operation of the manufacturing or rework process. Define operation sequence on the item's routing by using the Routing Definition Summary page. If you set the operation sequence for all of the items to 0, the system assumes that all of the items are needed at the beginning of production and must be issued at the start of the first operation. |
Usage Details Tab
Select the Usage Details tab.
Field or Control |
Description |
|---|---|
Usage Start Date/Time |
Displays the start time that the system uses to calculate and allocate the remaining capacity requirement for the production task when a portion of the task has been completed. The system calculates a load duration value based on the remaining task quantity, then uses that value with the task end time to establish the load start time. |
Usage End Date/Time |
Displays the operation end date and time plus any additional post production time that is required. |
Required Capacity |
Represents the capacity requirements for the corresponding production operation. |
Percent Load |
Displays the percentage of the required capacity in the period attributed to this production operation. |
Status |
Displays the status for the corresponding production ID. |
Frozen |
If selected, indicates that this production order cannot be rescheduled automatically by a planning solver. |
Operation Details Tab
Select the Operation Details tab.
Field or Control |
Description |
|---|---|
Planning Start Date/Time |
Displays the current date that PeopleSoft Supply Planning intends to begin the operation. |
Planning End Date/Time |
Displays the current date that PeopleSoft Supply Planning intends to finish the operation. |
Item ID |
Displays the item that is produced by the corresponding production operation. |
Configuration Code
Field or Control |
Description |
|---|---|
Configuration Code |
A non-active field that is related to a deprecated product. |