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Schedule

The Schedule shows work orders planned across resources over time.

Schedule Overview

Overview​

  • Timeline: Configurable date range (start date, number of days, end date)
  • Resources: Rows showing each resource
  • Work Orders: Blocks on the timeline showing scheduled production
  • Inventory Panel: Bottom section showing stock levels and demand for SKUs

Timeline Controls​

Timeline Controls

Date Range Selection​

  • Start Date: Choose the beginning of the timeline view
  • Days: Set number of days to display (e.g., 20, 28 days)
  • End Date: Automatically calculated or manually set
  • Date picker with calendar interface

View Options​

  • Show WIP Alerts Only: Checkbox to filter view to work-in-progress alerts
  • Filter Lines: Select which resources to display
    • Select Lines With Work Orders
    • Select All / Deselect All
    • Individual line checkboxes
  • Color Work Orders: Toggle between coloring by Process or Status
  • Reset Zoom: Return to default timeline view

Resources​

Your configured resources appear as rows in the schedule. Each resource shows as a horizontal row with work orders scheduled as blocks on the timeline.

Examples of resources might include:

  • Mixing equipment (mixers, kettles)
  • Processing equipment (ovens, fryers)
  • Packaging stations
  • Any other equipment configured in your system

Drag-and-Drop Scheduling​

Drag and Drop

Work orders can be moved on the timeline by dragging:

  • Click and hold on a work order block
  • Drag to a new time position
  • Release to drop the work order in the new location
  • System automatically recalculates start/end times and validates constraints

Working with Work Orders​

Work Order Blocks on Timeline​

Each work order appears as a colored block showing:

  • Work Order ID (truncated if long)
  • Quantity with unit of measure
  • Start/End times displayed on hover or in tooltip

Hover tooltip shows:

  • Process name (e.g., "Process Name :: Product Description")
  • SKU code and description
  • Status (e.g., NEW, IN_PROGRESS, COMPLETED)
  • Quantity
  • Start time
  • End time
  • Duration

Work Order Context Menu​

Work Order Context Menu

Right-click on a work order block to access:

  • Work Order Info: View detailed information
  • Edit Start Time/Quantity: Modify timing and quantity
  • Duplicate Work Order: Create a copy
  • Status actions: Release, lock, or change work order status
  • Unschedule Work Order: Remove from timeline
  • Change Work Order Line: Move to different resource
  • Align to Previous Work Order: Schedule immediately after previous order
  • Align to Next Work Order: Schedule immediately before next order
  • Align to Start of Availability: Move to earliest available time slot
  • Recalculate End Time: Update end time based on current parameters

Work Order Info Dialog​

Work Order Info Dialog

Shows complete work order details:

  • Work Order Number
  • Status (e.g., NEW) with "Click to Copy" button
  • Process: Full process name
  • SKU: Code and description
  • Product type (e.g., "Finished Good")
  • Start Time: Scheduled start date/time
  • End Time: Scheduled end date/time
  • Duration: Total time (e.g., "2 hours 32 minutes")
  • Quantity: Amount to produce

Actions:

  • Close: Exit the dialog

Edit Start Time/Quantity Dialog​

Edit Start Time Dialog

Modify work order parameters:

  • Work Order Number (display only)
  • NOTE: Warning if start time is before current time
  • Process: Display process name
  • Start Time: Date/time picker to change start
  • End Time: Display calculated end time
  • Quantity: Editable quantity field
  • Min Lot Size: Display minimum batch size
  • Max Lot Size: Display maximum batch size
  • Step Size: Display batch increment
  • Duration: Display calculated duration

Actions:

  • Cancel: Discard changes
  • Save: Apply changes to work order

Creating Work Orders from Schedule​

Right-click on a resource row to access:

  • Release Work Orders: Send planned orders to production
  • Add Work Order: Create new work order
  • Plan Work Order: Schedule an existing work order

Planning a Work Order​

When you select "Plan Work Order":

SKU Details Section:

  • SKU code and description displayed
  • Process name shown (e.g., "Process Type - Product Name")
  • Lines available for this process (checkboxes for compatible lines)
  • Schedule From: Date/time picker
  • Quantity to produce
  • Min Lot Size / Max Lot Size
  • Step Size for batching
  • Number of Batches calculated

Stock Cover Information:

  • Opening Stock
  • Production Requirement
  • Planned quantity
  • Finished Goods Shortage
  • Finished Good Requirement

Actions:

  • Preview: See how the work order will appear on schedule
  • Save: Commit the work order to the schedule
  • Close: Cancel without saving

Finding Work Orders​

Find SKU in Schedule dialog:

  • Search box to filter SKUs
  • Shows matching work orders with:
    • Work Order ID
    • Quantity
    • Line assigned
    • Start time
    • End time
    • Duration
    • Status
  • Un-Highlight / Highlight: Toggle highlighting of selected work orders on timeline

Auto-Scheduling​

Auto-Scheduler Dialog

Start Solve dialog:

  • Start date: When to begin scheduling
  • Period: Number of days to schedule (e.g., 14 days)
  • Note: Optional description
  • Start solve: Run the auto-scheduler
  • Close: Cancel

The solver plans work orders across available lines based on constraints and optimisation rules.

Inventory Panel​

Inventory Panel

The bottom section shows inventory status:

SKU Filtering​

  • Select SKUs to filter: Dropdown with search
  • Search by SKU code or product name
  • Shows SKU code and full product description

Inventory Columns​

  • SKU: Product code
  • Name: Product description
  • Date columns: Stock projections by date (e.g., 29/06/2026)
  • Include: Checkbox for Consumers (filter option)

Inventory Details per SKU​

  • Projected Opening Stock
  • Demand
  • Planned (production)
  • Projected Closing Stock
  • Days Cover
  • Min Days Cover

Actions from Inventory​

Right-click on a SKU row:

  • Add Work Order: Create new production order
  • Plan Work Order: Schedule production for this SKU

Common Workflows​

Rescheduling with Drag-and-Drop​

  1. Locate work order block on timeline
  2. Click and hold on the work order
  3. Drag to new time or different line
  4. Release to drop
  5. System recalculates and validates

Quick Adjustments via Context Menu​

  1. Right-click on work order block
  2. Select "Edit Start Time/Quantity"
  3. Modify start time or quantity
  4. Click Save
  5. End time automatically recalculates

Planning Production from Low Stock​

  1. Review Inventory panel for low Days Cover
  2. Right-click on SKU with shortage
  3. Select "Plan Work Order"
  4. Choose line, quantity, and start date
  5. Preview and Save

Aligning Work Orders​

  1. Right-click on work order
  2. Select alignment option:
    • Align to Previous Work Order (minimize gaps)
    • Align to Next Work Order (pack schedule)
    • Align to Start of Availability (earliest possible)
  3. Work order moves automatically

Filtering the View​

  1. Click filter icon or use Filter Lines
  2. Select specific resources to display
  3. Use "Select Lines With Work Orders" to focus on active lines
  4. Apply filters

Changing Timeline View​

  1. Adjust Start date
  2. Change Days to show more/less time
  3. Use date picker for End date
  4. Click refresh to update view

Tips​

  • Drag-and-drop is the fastest way to reschedule work orders
  • Use Color Work Orders by Status to quickly identify work order states
  • Lock Work Order prevents accidental changes to critical orders
  • Duplicate Work Order quickly creates repeat production runs
  • Show WIP Alerts Only helps focus on in-progress issues
  • Find SKU in Schedule quickly locates specific products on the timeline
  • Check Inventory panel for stock shortages before planning
  • Use Align to Previous/Next to pack the schedule and minimize idle time