Perform Area Planning via Location Overview

Goal

View and maintain area planning per Location as well as its corresponding Sections and Subsections with the help of a graphical planning tool.

Procedure

The graphical planning can be performed via the Location Overview page.

The area occupancy is displayed per Location. However, further selection criteria can be applied, as described below.

Note: Jobs can be moved or re-planned from one Location, Section or Subsection to another but not in time. This implies that they cannot be shifted from one period to another.

Option	Remarks
Location	Mandatory. A Location can be selected from the drop-down list.
Date	Mandatory. The start date of the view can be specified using the calendar.
Arrowhead buttons	It is possible to navigate forward and backward a week at a time.
View selection	Mandatory. Two options are available, namely Timeline or Area. This change the display accordingly. Both these views are explained below.
Filter	Optional. Filters can be applied with a Position Code or Area. Both provide drop-down lists to choose from. This applies to all the filter icons elsewhere on the page.

Timeline

The timeline covers a span of six weeks. Each weekly period, displayed in a column, is seven days long, starting from Monday to Sunday.

Every Section of a Location is presented separately in a matrix where the timeline is shown horizontally, and the lowest so-called Positions (Section, Subsections, etc.) are displayed vertically. The allocated area within the matrix would be displayed in colors. The colors are retrieved from the Genus via the Job in question.

Note: Red arrowheads would appear if the maximum capacity of a Position is exceeded.

The (right) pane

The pane on the right is divided into three parts, namely Not Allocated, Allocated, and Details, as explained below. Each of these can be collapsed or expanded. When collapsed, they would display the number of hidden records within parenthesis.

When the Not Allocated or the Allocated parts are expanded, the same Job number may appear multiple times. Each of these records represents a so-called Job Area Line, denoting the area planning of a specific Phase of a Job.

Not Allocated and Allocated

Jobs that are not planned at the lowest level would be shown in the Not Allocated part, and those that are would be shown in the Allocated part.

Example 1: Say a Location is divided into Sections and no further.

Jobs planned at the Location level are displayed as Not Allocated.
Jobs planned at the Section level are displayed as Allocated.

Example 2: Say a Location is divided into Sections and Subsections.

Jobs planned at the Location level are displayed as Not Allocated.
Jobs planned at the Section level are also displayed as Not Allocated.
Jobs planned at the Subsection level are displayed as Allocated.

Details

This section provides information on the following:

The Location.
The last selected Job.

Relocate by drag-and-drop

Click and select the applicable period within the timeline.
The applicable Allocated so-called Job Area Lines within the six periods would be displayed on the right pane.
The Not Allocated Job Area Lines within the six periods, if any, would also be displayed.
Select one or more either Not Allocated or Allocated lines from the (right) pane. To select multiple lines, first, click on the (multi)selector action on top.
Drag it to the new Position within the same period.

Options per planned area line

Click and select the applicable period within the timeline.
Right mouse-click on a Job Area Line under Not Allocated or Allocated in the pane on the right.
It would invoke a window with the following options:

Job Card.
Job Area Lines.
Move whole Job to other Location.
Merge.
Split.

These options are explained below in this section.

The Job Card option (Option)

As the name suggests, this option enables one to access the Job card and to view or modify data.

Job Area Lines (Option)

This option would launch a window, extremely versatile, to maintain Job Area Lines, such as edit, delete, split, move, merge, and so on.

Click and select the applicable period within the timeline.
Right mouse-click on a Job Area Line under Not Allocated or Allocated in the pane on the right.
Take the Job Area Lines option.
A window would appear displaying all the applicable area lines.
The actions in the ribbon are explained below.

Edit List (action)

Press the Edit List action.
In the Job Area Lines, change the value of the Change Position Code field if necessary. A lookup is available.
Change the value of the Quantity and other fields if necessary.
Add a new area line if required.

Apply (action)

After making changes, press the Apply action to confirm.

Split & Move (action)

The quantity of an area can be split and placed in two or more Positions as follows:

Select (highlight) the Job Area Line that needs to be split.
Press the Split & Move action.
A window would appear displaying the details of the area line.
Using the drop-down options of the Location Code, Section Filter, and the Position Filter specify the new Position. (Please refer to the table below on how to use these filters.)
Enter a value in the Quantity to Split field.

How to use the filters in this window

The combined use of the three filters can be highly effective in searching for the Position Code and populate the line to which the split quantity is to be moved.

	Location Code	Section Filter	Position Filter	Remarks
Populated	No	No	No	All possible Position Codes in the system are retrieved.
Populated	Yes	No	No	All Position Codes belonging to this Location are retrieved.
Populated	Yes	Yes	No	All Position Codes belonging to this Section are retrieved.
Populated	Yes	Yes	Yes	Only the specific Position Code is retrieved.

Merge selection (action)

Select (highlight) two or more lines that are to be merged.
Press the Merge selection action.
If merging fails, the system would also issue a due notification.

Note: Merging is only possible when the Job No., Production Phase, Sorting and Position Codes match and no Job Mutation Entries exist.

Move whole Job to another Location (Option)

As the name suggests, a complete Job can be transferred to a different Location in one move.

Click and select the applicable period within the timeline.
Right mouse-click on a Job Area Line under Not Allocated or Allocated in the pane on the right.
Take the Move whole Job to another Location option.
A window would appear with a list of Locations. Select the applicable one.

Note: This option is only applicable to Jobs with Planned status.

Merge (Option)

Multiple area lines can be merged with this option, provided the proper conditions are met. This is quite similar to the Merge selection described earlier. However, in this case the system determines which lines to merge if any. However, the ultimate result is the same.

Click and select the applicable period within the timeline.
Right mouse-click on a Job Area Line under Not Allocated or Allocated in the pane on the right.
Take the Merge option.
A due notification would appear and request confirmation before proceeding.
If merging fails, the system would also issue due notifications.

Note: As mentioned earlier, merging is only possible when the Job No., Production Phase, Sorting and Position Codes match, and no Job Mutation Entries exist.

Split (Option)

The Quantity of an area can be split and placed in two or more Positions. This is quite similar to the Split & Move described earlier, and the ultimate result is the same.

Click and select the applicable period within the timeline.
Right mouse-click on a Job Area Line under Not Allocated or Allocated in the pane on the right.
Take the Split option.
A window would appear displaying the details of the area line.
Using the drop-down options of the Location Code, Section Filter, and the Position Filter specify the new Position. (For more information, please refer to the How to use the filters in this window described earlier.)
Enter a value in the Quantity to Split.