Overview of Schedule Actions

You can begin scheduling after your schedule has been set up.

Refresh and Solve a Schedule

Open the actions menu of a schedule to refresh or to refresh and solve a schedule.

  • Click Refresh to update schedule data.

  • Click Refresh and Solve to update schedule data and generate a new schedule.

You can review a schedule after either action, by clicking Open in the action menu. You can also solve the schedule using the Solve button in the schedule view.

Note: You must refresh a schedule after its last release, or else changes to the schedule for some work orders made after that release may not get released in the next one.

Analyze and Adjust a Schedule

In the actions menu for a schedule, click Open to enter the schedule view. Here's how you analyze and adjust a schedule:

  1. Review schedule analytics.

  2. Adjust the schedule using the interactive features of the Gantt chart and the focused data views.

  3. Click Repair to implement your adjustments. It's best that you repair the schedule after every adjustment.

If you need to undo all your manual adjustments and repairs since the last solve process, click Solve.

Release a Schedule

Use release actions to review the number of work orders slated for release, and to release the schedule to your manufacturing application.

  1. Click the Release Schedule button in the schedule view.

  2. Review work order metrics.

  3. Click Release.

Duplicate a Schedule

  1. In the actions menu for a schedule, click Duplicate to open the Duplicate a Schedule dialog box.
  2. Enter an unique name and description of the duplicated schedule.
  3. To copy only the schedule options of the original schedule, select the Copy schedule options only check box.
  4. Click Duplicate.