Capacity Workbench Search Page

Use the Capacity Workbench Search page (PL_CWBENCH_SRCH ) to define Capacity Workbench search criteria.

Navigation:

  • Supply Planning, and then Solve Plan, and then Capacity, and then Capacity Plan Workbench

  • Supply Planning, and then Solve Plan, and then Capacity, and then Review Capacity Plan Summary

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:

  • Time: Perform aggregate resource planning based on the amount of time that is available in the time bucket that you select.

  • Unit: Perform aggregate resource planning based on the number of units the resources can produce in a given time bucket.

Work Center Group

Select to limit the search to resources that are associated with a specific work center group.

See PeopleSoft Manufacturing: Creating Work Center Groups.

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:

  • Daily: The system uses the current date as the default value.

  • Weekly: The system uses the Sunday of the current week as a default value. For example, suppose that the current date is Tuesday, the 10th of October; the system populates this field with the value equivalent to Sunday, the 8th of October.

  • Monthly: The system uses the first day of the month as the default value.

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:

  • Start: The entire task is allocated to the first bucket.

  • Proportion: The task is spread proportionally across all of the buckets.

  • Finish: The entire task is allocated to the last bucket.