PlanetTogether Product Training - 11x Version

Advanced Planning
& Scheduling
Product Training
Course Goals
Define the Plant Model
Create Plants, Departments, Resources and Capabilities
Create Items, Warehouses and Inventory
Create Jobs and their components
Define Capacity
Create a Schedule using both Optimization and Drag and Drop
Understand advanced Scheduling Concepts
Review other PlanetTogether Capabilities and Panels 2

Course Objective
Provide an understanding of the application, functionality, and execution of PlanetTogether Advanced

Planning System.
3
Course Agenda
Getting started
Factory Modeling (Basic)
Scenario Data
Plants Departments & Resources
Capabilities
Working with the Gantt
Resource Usage
Job Structure
Optimize Basics
Exercise Model a Furniture Factory

Course Agenda
Scheduling Basics
Labor Scheduling
Resource Capacity
Allowed Helpers
Resource Connectors
Manual Scheduling Tool
Automated Scheduling
Job Alerts
Scenarios
Course Agenda
Advanced Scheduling
Tracking Statuses & Identifying Problems
Custom Reporting
JIT Scheduling
Bottleneck Scheduling
Material Constraints
Sales Job Pegging
Operation Times
Outside Operations
Advanced Flow Constraints

Course Agenda
Advanced Topics MO Batching
Templates Copilot
MRP Activity Reporting
Capable to Promise Analytics Introduction
Transfer Orders Inventory
Product Rules Capacity
Min/Max Limits KPIs
Campaigns
Tanks
Getting Started
Getting Started
How to login
Make sure that APS.net Service is running

(usually on the server). To access go to:
Control Panel | Administrative Tools |
Services
Use the dropdown to select the instance

created in Instance Manager
The default user is : admin

Leave the Password blank
CLICK TO WATCH CLIENT INSTALL & LOGIN WALK

THROUGH VIDEO
Ribbon
The Ribbon shows a list of commands that will only take effect on the selected Click her to
scenario customize how
ribbon shows
Click her to
The Ribbon can be minimized (for low resolution screens) minimize or expand
Users can also customize if the Ribbon will autohide, only show Scenario tabs, or show
the ribbon
tabs and command buttons by clicking the icon next to the Minimize icon in the top
right hand corner
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Settings
This is the main location where the software can be modified to

operate as desired.
It can be accessed on the top left side of the Ribbon.
11
Workspaces
Active Share
Workspace
To access, go to: Settings > Home > workspaces
Copy
To Load or Switch to a Workspace you can
simply double click it. You’ll see your active Rename
Workspace in the top left part of the Home
Screen. Delete
A Workspace stores the following Objects:
• Alerts
• Grid Layouts
• Window Position
• Visual Factory Settings
• Toolbar Configurations
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Visual Factory
• Visual Factory allows for automated displays of the

workspaces, for use on the Shop Floor, department
offices, and more. Click the Visual Factory
• Users can choose which windows to display and the tab on the Home Pane to
access settings
length of time it will show before transitioning to the
next one Start and Stop
button will begin
• Additional information can be found at: Visual Factory Cycle
http://www.planettogether.com/visual_factory
Drop down menus will

allow users to choose
how long each
workspace will display
13
Support
PlanetTogether always want to make sure that the Client get reliable and convenient Help at anytime.
You can access the support page from the software by clicking on the support button
Access the Help page by pressing F1
Online videos: https://www.youtube.com/user/planettogether

Support online will take you directly to
PlanetTogether support page where
you can create a ticket about the
problem you are experiencing
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Window Layout
Windows can be repositioned,

docked, unpinned, and hidden to
match the user’s preferences
Drag headers to reposition and/or screen resolution
windows. Double click to
undock/dock
Drag tabs to
reposition windows
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Window Layout
Windows can be opened

from the Views dropdown
Clicking and dragging a

window header will show
the docking option icons
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Grid Layout
Click to create a
Although the grid layouts new layout
can be customized to match
the user’s preferences, the Click the drop-
software also has pre-made down to choose a
grid layouts, with rearranged pre-made layout
columns to show relevant
information only, based on
the user’s needs.
For example, in the job

pane, if you choose the “job
costs” layout, you will see
all the columns related to
the costs of the job.
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Factory Modelling
Basics
Scenario Data
To edit scenario settings and data, click the “Settings”

button in the top left corner of the ribbon, and choose The active scenario will
“Scenario Data” on the left side of the screen. be highlighted in gray
This is where users can add or edit Resources, Capabilities,

Capacity Intervals, Etc.
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Plants, Departments, and
Resources
Plants are facilities or locations The first tab here is all resources
where production occurs, and

in the Plant. Other tabs are for
each Department.
consist of departments
Departments are groupings of

Resources. They have no impact One row for each
Resource
on scheduling. They often
Plants are shown here.
correspond to ERP Work Centers.
Resources usually correspond to

machines, people, tools, or
subcontractors.
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Plants, Departments, and
Resources
shows which scenario you are
Plants, Departments and editing with a gray background
This is the plant grid. It allows
resources can be the user to add/edit plants.
when you click on a plant the
imported from the Client’s departments shows below
ERP. Departments grid: it allows the

user to add/edit the
They can also be entered departments of the plant
selected above
directly to the software.

To access Go to: Settings
Resources grid: it allows the
> Scenario Data > user to add/edit the resources
of the department selected
Resources above
Resources can also be

edited by double-clicking
them in the Gantt.
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Resource Capabilities
This is a master list of

“Capabilities”: the types
of work that can be
performed by the
Resources.
To access, go to:
Settings > Scenario Data
> Capabilities
Double Click on a row to

edit the capability or
assign it to a resource
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Resource Capabilities
Each Resource can have multiple

Click attributes, to add special Capabilities. Each Capability can be
product attributes linked to multiple Resources.
Capabilities usually correspond to
Work Centers in an ERP system.
Check the box to link/assign the In addition, Capabilities can be created
Capability to the Resources that have
the ability to perform this type of for special product attributes such as
work. item classes, material types or other
constraints that define whether a
Resource can perform a particular
type of task.
For example, a packing Resource may
have the Capabilities: pack, 8 oz, 16
oz, and 32 oz.
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Resource Gantt
Time flow to the right. There is
no limit to how far out in the
future we can schedule.
These green bars show Online Capacity Intervals.

This is the shift calendar for the Resource
indicating when work can be assigned to it (such
as Monday through Friday from 7 AM to 4 PM).
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Activity Blocks
Labels button opens a window that lets Blocks can show multiple Segments as we see
you choose the information shown on the here. The information shown as well as the
“Activity Block” and the way it appears colors can be configured to adapt to the users
needs and wants, by clicking on the “labels”
button above
Each Block represents an

Activity to be performed by a
Resource on a particular Job.
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Eligible Resources
To be eligible for an Activity, a

These green arrows show the
“eligible Resources” when an Activity Resource must:
is clicked. This tells the planner
which Resources can perform the Have all of the Capabilities required to
Activity.
perform the Operation.
Have valid Resource Min/Max values for
the Activity.
• Min/Max Qty
• Min/Max Qty Per Cycle
The system will only schedule work on

eligible Resources and Drag-and-Drop is
only allowed to eligible Resources (or a
rejection warning is shown).
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Job Structures
Each Job has the following structure:
Job
Manufacturing
Order
Operations
Activities
Resource Usage
(Blocks)
Alternate
Paths
Path
Nodes
Successor
Manufacturing Orders
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Job Structures

Manufacturing Orders:
• A request to manufacture a specific quantity of a specific Product. Each Job contains one or more Manufacturing Orders.
Each Manufacturing Order contains one or more Operations and one or more Alternate Paths that describe the sequence in
which Operations should be performed.
Operations:
• A single processing step in a Manufacturing Order. The Operation specifies values such as the Cycle Time, Setup Time,
expected Yield, Resource Requirements, Material Requirements, etc. Each Manufacturing Order contains one or more
Operations.
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Job Structures

Alternate Paths:
• specifies the precedence relationships between Operations thus indicating the path that is followed
through the shop to produce a product.
Successor Manufacturing Orders:
• Similar to the concept of successor and predecessor Operations, a Successor Manufacturing Order
is a Manufacturing Order from the same or different Job that requires material from a given
Manufacturing Order. The Successor Manufacturing Order cannot schedule to start before the
material will be available from the Predecessor MO.
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Optimize Basics
Optimize button can be found on the ribbon. Click the drop
When an optimization is performed, APS’s down to access the “Personal Optimize Settings”. Hitting the
optimization engine allocates resources and

Optimize button will schedule all jobs based on the enabled rules
materials according to the preferences defined by

the rules in use.
The Regular Release Rule is dictated by the

Manufacturing Order’s Release Date, the earliest
that the Manufacturing Order can be scheduled to
start.
Custom rules can be created and the ability to

group jobs by Operation Attributes provides
additional flexibility. The Optimize rules work in
conjunction with the Release Rules during schedule
generation.
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Optimization
Optimize works in two phases:
1. Using Release Rules to limit earliest date that a job can start
2. Using Optimize Rules to choose the best sequence of operations
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Multi-Stage Scheduling
Finished Good Job
Sets component Job Need Date date to Finished

Goods Scheduled Start Date
Component Job
If the Finished Good Job is starting LATE, then JIT Date is used
...any level of stages deep
instead of Scheduled Start Date
...any number of components
Release Rules - Earliest Start Limit
Later of:
● M.O. Release Date AND
Release Date ● JIT - Resource/Product Rules Scheduled Start Date

Headstart
or JIT - Global Slack
or DBR
Operation 10
● Capacity Constraints
● Material Constraints
● Optimize Rules
● Manual Overrides
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Just-In-Time (JIT) Scheduling
Release Date JIT Start Date Job Need Date
Operation 10 Operation 20
JIT - Resource or
Product Rules
Head start / Slack
● Control release by Resource/Item

● Allow for variable batching by
resource
● Buffer against variability
● Limit inventory buildup
●
Drum-Buffer-Rope (DBR) Scheduling
Release Date Job Need Date
Purchase Buffer Drum Buffer Shipping Buffer
● Protect critical resources

● Buffer against variability in production, shipping, and purchasing
Optimize Rules
Click to create new rules
Double click on a row to edit the Optimize Rules
To access Optimize Rules, go to: Settings > Scenario Data > Optimize Rules
On the Screen that appears, the user can see a list of rules that was made or just create new rules.
Once the rules are created they can be activate in the dropdown of the Optimize button on the Ribbon 36
Optimize Rules Current rules let the user see a summary
of all the weighting of the rules and their
relative percentage. Higher percentage =
Higher priority
The rules are organized by

category.
Weight is added to each rule

by the use of sliders.
37
Exercise Model a
Furniture Factory
Exercise1: Model a Furniture Factory
• One Plant, One Warehouse • Products
• Table
• Work Centers: • Bill of Material:
• Cut: Two machines • 1Table top
• Paint: One paint line • 4 legs
• Paint
• Sand: One sanding machine • Routing
• Assembly: Three assemblers • Assemble (4 minutes)
• Paint (10 minutes)
• Lathe: One lathe • Inspect (2 minutes)
• QC: Three individuals • Table Top
• Bill of Material
• Cut, Paint, Sand, and Lathe all require • 1 sheet of plywood
labor as well as a machine. There are four • Routing
• Cut (10 minutes)
machine operators: • Sand (15 minutes)
• Joe (can do everything) • Legs
• Bill (can do everything except lathe) • Bill of Material
• Sue (can do everything except cut) • 3 feet of pine
• Jen (can do everything) • Routing
• Turn on lathe (10 minutes)
39
Exercise 1: Solution
Step 1: Define Plants, Departments B) Define the resources in each department:

and Resources Select “Cut” from the departments, then
create 2 new resources, call them “Saw 1”
A) Go to Settings > Scenario Data > and “Saw 2”
Resources: Do the same for each Department:
• Paint: Paint 1
• Create a new Plant, call it Plant • Sand: Sander 1
1 • Assembly: Assembler 1,
• Under Plant 1 create 7 Assembler 2, and Assembler 3
Departments, call these Cut, • Lathe: Lathe 1
Paint, Sand, Assembly, Lathe,
QC and Labor • QC: QC 1, QC 2, and QC 3
• Next, define the resources in • Labor: Bill, Joe, Jen, and Sue
each Department • You should now have 15 resources
listed down the left side of the
Resource Gantt
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Exercise 1: Solution Click here to
CREATE a new
Click here to OPEN Click here to
Item
an Item DELETE an Item
Click here to
DELETE ALL the
Items
Click here to
COPY/PASTE an
Item *Make sure to list
the your Resources
under the correct
Department
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Step 2: Define Capabilities

A. Go to: Settings > Scenario Data
> Capabilities:
• Add 10 capabilities: Cutting,
Painting, Sanding, Assembling,
Lathing, QC, Cutting Labor,
Painting Labor, Sanding Labor,
and Lathing Labor
• To add, click on the create
button located on the tab
below the name of the
screen: Capabilities
• Then double click on the Assembler 1, Assembler 2, and
Assembler 3 have the
created row to edit a capability “Assembling” capability
or assign it to one or more
resources
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Step 2: Assign Capabilities to

Resources
They should be assigned as follows:
• Cutting: Saw 1 and Saw 2
• Painting: Line 1
• Sanding: Sander 1 Check the box beside the
• Assembling: Assembler 1, desired resource, to assign
the capability to it
Assembler 2 and Assembler 3
• Lathing: Lathe 1
• QC: QC 1, QC 2 and QC 3
• Cutting Labor: Joe, Bill and Jen
• Painting Labor: Joe, Bill, Sue and
Jen
• Sanding Labor: Joe, Bill, Sue and
Jen
• Lathing Labor: Joe, Sue and Jen
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Step 3: Define Items, Warehouses

and Inventory [see next slide]
• To access, go to: Views > Inventory
Plan > Manage Inventory >
• In the ‘Items and Inventory’ tab,
create 5 items: Plywood (1 sheet),
Pine (3 feet), Table Legs, Table Top,
and Table
• Expand the Item to assign it to a
warehouse. Do it for all the items.
(Need to create Warehouse first)
• In the ‘Warehouses & Inventories’
tab, create one Warehouse:
Warehouse 1
• Expand the warehouse to assign a
supplied Plant (Plant 1)
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Click here to access
“Manage Inventory”
Expand or
minimize here
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Warehouses & Inventories: this
is where the warehouse can be
created. Users can also enter
information about the Inventory
Supplied Plant
Expand or
minimize here
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Step 4: Create Jobs

To create a job, go to: views > jobs > New
Job. Our 2nd operation actually requires 2
A window will pop up: capabilities, Painting Labor and
• For ‘Job Name’ write Job 1 Painting (Machine and Machine
• For ‘Need Date’ we’ll use 6/14/2016 Operator). To add a Capability:
• Click on “Operations”, then at the bottom
of the window, click ‘New Operation’ • Double Click on the ‘Operation’
• Select ‘Assembling’ for the required • Now click the ‘Resources’ tab at the
capability top, and click ‘New Resource
• Create 2 more operations, one with the Requirement’
‘Painting Labor’ capability, and one with
the ‘QC’ capability • Select ‘Painting’
[See slide 32]
47
Click here to
access the
operations
Click here to
create
operation
48
Click here to add
additional
capabilities
49
Step 4: Create Jobs, contd. • Click ‘Save and Close’

• Job 1: Table, contd. • Job 2: Table Top
• Next click the ‘General’ tab • Create another Job using the same steps
• We need to define Setup, Cycle, and Post- as before
Processing times for each Operation • This time you will have 2 Operations,
• Click on Operation 1 and enter 2 minutes each with 2 Resource requirements, and
for Cycle time. We’ll leave the other times 1 Stock Material requirement
at zero
• Next click the ‘Stock Materials’ tab • Job 3: Legs
• Click on ‘New Stock Material Requirement’ • Create a third Job using the same steps
as before
• Under ‘Material Item,’ choose Table Legs,
and under quantity type 4 • You will have 1 Operation with 2
• Add one more material requirement for Resource Requirements and 1 stock
Table Top, quantity 1 material requirement
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Use these tabs to

switch between
Change the cycle time here
Jobs and
Operations
Double click to
highlight and select
the operation you
want to edit
51
Exercise 1:Solution
• Step 5: Optimize
The arrows link the
• Once you have entered and saved Operations and
Resources associated
all 3 Jobs, save and close the job with Job 1
window. Then click the ‘Optimize’
button located on the ribbon
above
• The Jobs should appear on the
Gantt
• The Job will appear next to each
Resource it uses
• You can click on a Job and arrows
will appear, showing all the
Resources it uses
52
Congratulations! You
have modeled a
furniture factory and 3
Jobs
53
Scheduling Basics
Resources and Helper Resources
Main Resource or Setup Finished Good Operation

Asset
Tooling Jigs Dies etc Setup Helper Resource
Setup
Setup Engineer Crane etc Resource
Operators, Crew etc

Run Resource
...any Number of Helpers Helper Resource is allocated for the

...All must be availabe required amount of time for the
Operation
Labor Scheduling and Helper Resources
Three ways to schedule labor:

1. Resource = specific person
• Using this method, you can define specific workers by name
• This might be used if you have very skilled workers who perform specific capabilities
• The advantage to this is that you can specify their working calendar, their individual capabilities and any
offline periods they might have (sick day, vacation, etc.)
2. Resource = generic worker

• Define laborers more generally with names such as Operator 1
• So any operator in the plant would be able to perform the Operation
• This might be a good method for companies with a lot of turnover or who want more flexibility
3. Resource = “pool” of people

• This is where your Resource is defined as representing several people such as an Assembly area.
• The Resource may contain many workers
• This would be ideal if you want many people in one area working on one Job
56
Here we’ve defined

our Resource as a
specific person (Joe)
Here we have a generic title

(Operator 1). It doesn’t matter
who performs the Job as long as
they have the required Capabilities
This is an example of a
labor pool. There are
many workers in the
Assembly Resource
57
Defining the number of people

in a labor pool
• If you’re using a Resource Specify how many workers
are in the labor pool
as a labor pool (like our
Assembly example), you’ll
have to define a new
Capacity Interval for it
• Inside the Capacity
Interval dialog there is a
box to define ‘Nbr of
People.’ This is where you Specify the duration of the
enter how many workers shift
are in the pool

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How many workers you

If you don’t want to use all the need for the Operation
workers for this Job, change this
to “Use Specified Number”
• Now when you assign a Job to a labor pool Resource, you can specify how many
workers it requires
• If you don’t want to use all available workers, type in how many
• This can be found in the Job dialog under the Status tab
59
• You can have simultaneous Operations

worked on by the same Resource this way
Click on the “Capacity” tab
• For example, if we have 10 workers in our
Assembly Resource, we can have two
Operations that each require 5 workers.
• To do this you must specify the Resource’s
Capacity Type
• Double-click on the Resource in the Gantt.
In the Capacity tab, set the Capacity Type to
Multitasking.
• If you change the Type to Infinite, the
Change this to Multi-
Resource will be able to perform an infinite Tasking to allow
number of concurrent Operations simultaneous Operations
60
When you optimize, the Operations will appear stacked on the Gantt
Both Operations running

at the same time
61
Helper Resources
• When Operations use more than one • You can define which Resource is
Resource, you have a Primary Resource Primary in the Job dialog under the
and Helper Resources Resources tab
• The scheduling algorithm works so that
the Primary Resource is scheduled first,
and then it looks for Helper Resources
that are available at the same time
• The Primary Resource will determine
the length of the Operation, so it
should be whichever Resource is time-
constrained
• Often this is a labor Resource (because Specify your Primary
Resource here
workers have specific calendars), but it
can also be a machine
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The base of the arrow
When you click on an Operation in the

Gantt, arrows appear, linking its Resources
The base of the arrow starts at the Primary

Resource and points to the Helper
In this case, the operator pool is
Resource(s), so you can always tell which the Primary Resource for this
ones are which Operation, and Saw 2 is the
Helper Resources
63
Defining and Planning Resource Capacity
• Defining Capacity Intervals

• Click “Show Capacity Tools” in the
bottom left corner on the Gantt
• Choose where you want to add the
Capacity Interval
• Either to Resource only,
Department, Plant or All Plants
• Choose the length of the Interval
(in hrs)
• Choose the type Green
indicates
• Online, Overtime and Potential Online
Overtime can be used to show time
when the Resource is available for
scheduling
• Offline time could be a lunch break
or any other time when the
Resource is unavailable (no
Capacity Interval also indicates
Offline time)
• Then click where you want the
Capacity Interval to go on the Gantt
• The Capacity Intervals will appear Choose from Resource Only,
on the Gantt Department, Plant, or All Plants
64
Sharing Capacity Intervals

• To share a Capacity
Interval, drag it to
another Resource. To
unshare, drag it back
• When you change one, all
the other Resources that
share it are updated
• You can also right-click
the Interval and open
‘Assigned Resources’ to
change which Resources
share it
65
Modifying Capacity Intervals • Recurring Capacity Intervals will be

• Once you have Defined your Capacity outlined in dashed lines (as opposed to
Interval initially, you can double-click it solid lines for non-recurring)
to open the Capacity Interval dialog
• Under the Capacity tab, you can change (see next slide)
the type of Interval, the start and end
times, the number of people, and the
capacity hours
• Under the Recurrence tab, you can
specify how often this Interval occur:
None, daily, Weekly, Monthly or Yearly
• You can also specify when you want the
recurrence to end, and a short term
capacity
• Press Apply or Save and Close and your
updated Capacity Intervals will appear
on the Gantt
66
If you want to skip

weeks, specify
If you want to skip days, change this value.
that here
For example, entering ‘1’ will create the
Capacity Interval every other day
Select the
days you
would like
to repeat
weekly
Specify here whether you want this to

occur until the end of the horizon,
after a certain number of recurrences,
or by a certain date
If you need to change the number of people in
the Capacity Interval temporarily, you can change
that here
67
Modifying Capacity Intervals (contd.)

• To change a single Occurrence of a
Recurring Capacity Interval, right-
click and choose ‘Open Occurrence’,
then click on ‘Offline’
• This could be used if one of your
Resources is unavailable for a day
• If an Occurrence is edited then all
Occurrences (on all resources that
use the Recurring Capacity Interval)
are “disconnected” from the
Recurring Capacity Interval and
must be maintained separately from
that point on
If Sue is out for the day,

you can edit the single
68
Occurrence
Modifying Capacity Intervals (contd.)

• There is a table of Recurring Capacity Intervals that can be
used for faster editing of daily staffing levels. Click ‘Table’
in the Capacity Tools area
If the regular number of people in a
Resource is different for a set amount of
time, you can change it here
Specify how long the

overriding number of The default number of
people in a Resource 69
people should last
This Resource has
a Multitasking
Capacity Type so it
can stack jobs
More Capacity Interval tools
• You can always edit Capacity
Intervals on the Gantt (drag,
resize, etc.) using the mouse
• To avoid accidentally moving
Capacity Intervals, you can click
Options and go to the Capacity
Intervals tab in the Simplify
Gantt Dialog
• Under the Speed-ups tab you Hide or lock
can hide the Intervals if you Capacity Intervals
don’t want to see them on the with the Options
Gantt dialog
• You can also change the size of
the Capacity Intervals using the
Change the height of
slider bar the Intervals here
70
Allowed Helpers
• Allowed Helpers menu defines which Helper

Resources a Primary Resource is able to use
• If an Allowed Helper is not available, the job Select Primary Resource
using the Primary Resource will fail to

schedule, even if the Primary Resource is
available. Select which
• To find the Allowed Helpers window, go to: Helper Resources
are eligible for
Settings>Scenario Data>Allowed Helpers. Primary Resource
• If no “Allowed Helpers” are defined, then the
selection of helpers is independent of the
Primary Resource selected. Any Resource with
the specified Capabilities in the Operation can
be used as the scheduled Helper
71
Resource Connectors
• Resource Connectors specify a flow relationship

between two Resources. Optionally, a Resource
can have one or more Connectors to
downstream Resources to specify where
successor operations can be scheduled.
• If Connectors are specified for a Resource, then
successor operations will only be scheduled to
one of the connected Resources.
• To access the “Resource Connector” window, go
to: Settings>Scenario Data>Resource Connector.
• Use the dropdown menu to choose the desired
resources.
*Note: Manual violations of Resource Connectors

through drag-and-drop are allowed, but will cause
an error warn the user of the violation.
72
Manual Scheduling Tools
Drag and Drop

There are 4 settings on the purple Options drop down
Once the system schedules the Jobs, they can be menu on the Gantt that can be used in dragging and
moved manually, if needed. Just click and drag the job dropping:
to a new position and the rest of the schedule will
adjust. A. Move to exactly the place specified
B. Expedite successors after an Activity is moved
For example: if you move an Activity out later in time, C. Lock Activity to Resource after drag and drop
its successor Activities will move as well D. Anchor Activity in time after drag and drop
You can only move Activities to Resources with the
necessary Capabilities (indicated with green arrows)
The four settings are located here. Click one

to select it and any Activities you drag and
drop from then on will be affected
73
A. Move to exactly the place specified B. Expedite successors after an Activity is

moved
Normally when you try to drag an
Activity on top of another Activity, it When you move an Activity out in time, its
will just go to the end of the Activity successor Activities move out in time as
you drop it on. But, if you have the well. However, if you move an Activity to an
“Move Exactly button” selected, any earlier time, its successors will not move,
Activity you move will go exactly to the unless you select the Expedite Successors
spot you drag it button
*Any other Activities will adjust If this button is selected, no matter where
you move an Activity, its successors will
move to directly follow it
74
C. Lock Activity to Resource after drag

and drop
If you click Optimize after dragging

and dropping Activities, the system
overrides your manual changes.
However, If that option is enabled, Locked Activities have blue lines on the top
then the block will automatically lock
after it is manually moved. any block
moved either to a new resource or the
same resource should be locked after
it is moved
You can also do this by right-clicking
Choose which parts of the Job you want to
Lock
on the Activity and selecting ‘Lock to
Current Resources’ (See image)
Then choose whether you want to

Lock the whole job or just a certain
part
To Unlock just right-click and uncheck

‘Lock to Current Resource’ 75
D) Anchor Activity in time after drag and drop

If you move an Activity to a different point in time, your adjustments usually won’t be preserved after
clicking ‘Optimize’. However, if the Anchor Activity button is selected, you can move Activities to any time
you want and they will remain Anchored to that spot even after an Optimization
*You can also do this by right-clicking on the Activity and selecting ‘Anchor in Time’, then choose which parts
of the Job you want to Anchor
• Anchored activities will have blue lines on the left and right in the Gantt
• To Un-Anchor just right-click and uncheck ‘Anchor in Time’
Note: Anchored activities can still move if constraints arise (such as a machine breaking down) or if another
Activity is manually moved on top of it
76
Lock and Anchor multiple Jobs at once Expedite a Job
Click ‘Jobs’ under the Generate Plan tab If you want to move a Job to the front of the schedule, right-
and you can select multiple jobs to click it and choose Expedite
Lock or Anchor
1. This will move the Job to the end of the frozen zone
Put a Job on Hold 2. To override the frozen zone, press Shift while you choose
If you need to put an Activity or Job on (the Job will move to the very beginning of the schedule)
hold, right-click and select ‘Hold.’
• Choose which part of the Job you
want to put on hold
• Then you can choose how long to
hold it for, and what the reason is Uncheck
for the hold (Material Hold, this to allow
Tooling Hold, Customer Hold, etc.) custom
• Note: You can customize Hold Hold
Reasons
Reasons by clicking on
Settings>Scenario Data>Hold
Settings.
Add in your own Hold 77

Reason
Splitting an Activity
If you’d like to Split an Operation
among multiple Resources, right-click
and select ‘Splitting’, then choose
how you’d like to split the Operation:
• You can split based on
percent, number of activities,
length of each split activity, After splitting into two activities,
the number of available our Operation appears on two
Resources, or split by quantity different Resources in the Gantt.
• Click ‘Split’ and your The split Operation is linked with a
turquoise arrow
Operation will now appear as
2 or more Activities in the
Gantt
• To unsplit, go back to the
Splitting dialog and click
‘Unsplit’
78
Splitting a Manufacturing Order • The original MO has two fields in the Job
dialog to indicate the number of MO’s split
Splitting a Manufacturing Order has the from the MO (SplitCount) and the number of
following outcomes: MO’s split from the MO or its splits
• A new MO is created within the same Job. Its (DeepSplitCount).
Name is generated automatically based on • MO’s that are generated by splitting have
the original MO’s Name. their Split field in the Job dialog set to true
• The Operations are copied into the new MO to indicate that they are splits.
with updated quantities based on the Note:
quantity to be split from the original MO.
• If an Operation in the original MO is finished During imports, if an MO has already been split
then the corresponding Operation in the but the split MO’s are not included in the
new MO will also be finished. import then they are still preserved. This is to
protect changes made internally in APS without
requiring the new split MO’s to be imported.
Note that if the quantity or routing fo the
imported MO is different form the original MO
then the MO will be updated to the Right new
click on an activity block
quantity and routing and any (unfinished)
in the Gantt,split
and Select
MO’s are removed. Manufacturing Order under
Splitting. Enter the amount
for the first split
79
Automated Scheduling Advance Clock To Today is
also an option which will
advance the Clock to today’s
Clock Advance date and time.
• PlanetTogether has it’s own internal Clock
which is separate from what the actual time
is. It is important to advance the Clock
frequently so that the system may accurately
predict when work will be finished. Clock
advances should not, however, be performed
before Job status updates are made or else
finish dates will be unrealistically late. Advance the Clock is located on the
• When the Clock is advanced, all unstarted Ribbon. This option will advance the
Activities are rescheduled so that they start at Clock to today’s date with a time that is
or after the new Clock value. Activity predefined in the Options next to it.
sequence is not affected, rather the Activities
are all “pushed” out to adjust for the new
date. Clock advances affect all scenarios
(Live, What-If, published, etc.)
The Advance the Clock options

will allow you to specify the
date as well as the time that
you would like to advance to. 80
Left Compress Compress Idle Time moves

orders as far as it can to the
This is also known as left without violating
Compress Idle Time not to be constraints.
confused with JIT Compress.
This action is used to remove Here are the options for
idle time created by manual limiting which activities on
scheduling. This moves the gantt will be affected by
activities as much as possible compress
to the left without changing
their sequence or violating
constraints. In the Compress
options, you may specify
which orders in the schedule
will be affected by compress.
You may also limit
compression by using the
Release Rules for
Manufacturing Order Release
Date, DBR, as well as the
Resource HeadStart Span.
These Release Rules can be

chosen here.
81
JIT Compress JIT Compress moves orders

towards their JIT StartDate
without making them late or
It can be used to compress later.
operations as far as they can

towards their JIT start date
without making blocks late
or later.
JIT compress doesn't

change the sequence blocks
are scheduled in. To perform
a JIT compress, click on the
JIT Compress toolbar button.
82
Add Cycles to End Near
By right clicking on a activity on the Gantt, you

may choose to extend the number of cycles on
the Activity by clicking the any of the five options
under Add Cycle to End Near
The options are:
• End of First Interval Used
• End of Last Capacity Interval Used
• Start of next Offline Interval on this
Resource
• Start of next Cleanout Interval on this
Resource
• Start of next Activity on this Resource
PT will attempt to fit as many Operation cycles
up to the chosen end without going over. If you
want to be more approximate, it is best to use a
smaller Operation cycle time.
83
End of First Interval Used

PT adds as many Operation cycles
as it can between the current
Activity end date and the end of
the first Capacity Interval
containing the start date of the
Activity.
The Activity is extended to the end
of the first Capacity Interval used
with respect to the length of each
Operation cycle.
84
End of Last Capacity Interval Used

PT adds as many Operation cycles as it can
between the current Activity end date and the
end of the first Capacity Interval containing the
end date of the Activity.
85
Start of next Offline Interval on this Resource

PT adds as many Operation cycles
as it can between the current
Activity end date and the start the
of the next Offline Interval on this
Resource. If no Offline Intervals are
found on this Resource, a warning
message will appear.
The Activity will be extended to

the beginning of the Offline
Interval
86
Start of next Cleanout Interval on this Resource

PT adds as many Operation
cycles as it can between the
current Activity end date and the
start the of the next Cleanout
Interval in this Resource. If no
Cleanout Intervals are found on
this Resource, a warning message
will appear.
The Activity will be extended to the
beginning of the Cleanout Interval
87
Start of next Activity on this Resource

PT adds as many Operation
cycles as it can between the
current Activity end date and
the start of the next Activity
scheduled on this Resource.
If no more Activities are
found on this Resource, a This Activity has been extended to the
warning message will

beginning of next Activity on this
Resource.
appear.
88
Job Alerts
Alerts Bar
Alerts are a feature of grid
layouts that allows you to quickly
see if any Jobs and Inventory Toggle on/off
Items match a Column Filtering
criteria. They appear above the
Panes in PlanetTogether so they
can been seen from any screen Alert priority/color
You can create and edit an alert

by clicking the “Alert Bell” button
on the Layout toolbar of the Jobs
Pane
Clicking on an alert will

automatically enable the
layout 89
Scenarios
By default, each Instance of PT has a Live scenario which is the schedule that
production will be based on. You can create a separate scenario called a “What-If”
scenario to test changes to production in a sandbox environment that does not affect
the Live scenario.
Indicates the type and the

name of the scenario. Click on
it to activate scenario.
Some changes might include:

• Optimize Rules • Adding Jobs
• Release Rules • Adding Resources
• Adding Overtime capacity • Scheduling
maintenance
90
Scenarios
• You can copy any scenario to The What-If Scenario will appear
a What-If Scenario by going here
to the Scenarios tab on the
Ribbon and selecting Copy to
new What-If Scenario.
• Depending on the size of the
scheduling data in the
Scenario you are copying, it
may take a couple of seconds
to complete the copy. A Press here to copy to new What-If
What-If Scenario has a red Scenario
background compared to the

green background of the Live
Scenario.
91
Scenarios
• You can compare Scenarios using the Compare
Scenarios dialog.
• This will display a bar graph showing how each
Scenario compares with each other based on KPIs
(Key Performance Indicators)
Click here to compare

Scenarios
92
Advanced
Scheduling
Tracking Status and Identifying Problems / Alerts
A. To check the status of an Expected

Quantity vs.
Specify whether you want to use all,
some, or an even multiple provided for
Activity, right-click its block in Reported the Number of People working on this
Quantity
the Gantt, then click on Resource.
‘Activity Status’
In this dialog you can see:
1. Production Status of the Activity
2. Expected vs. Reported Quantity
3. Expected vs. Reported Time
4. Number of People allotted to the
activity
5. Any comments made about this
Status of Activity
Activity shown here
94
You can see Hold
information as well
B) You can also access

this information in the
Jobs dialog under the
Status tab. This tab has
the same information as
well as some extra
details such as Percent Scroll to the right for many
Finished more Status details
95
C) In the “Activities” pane

All the Activities scheduled on that
Resources listed on the
Resource are shown here, select the Job
left
that you want to track
This is the
Activity Status The User can see notes
tab. The user and details about the
can switch Activity
between tabs
here.
User can update the

status of the Activity
here
96
Click here to see the

status of the job
This is the Operation tab. it

displays the same information
as the operation tab in the job
window
Press this Save bar

to save any changes
made here..
97
This tab allows you to display two

Resource list sections which you can
drag and drop orders between. This
can be used to move orders from
one Resource to another while
managing the sequence of the
activities.
This is the
Activities Grid
tab.
98
Identifying Problems
Open Labels dialog here
• You can easily identify problems in
the Gantt by looking at color labels
• For example, orange means the
Activity is late, red means it is a Timing and Status show on the
bottleneck, pink means it is Activity block
awaiting materials, and green

means it is on time.
• You can edit what information
you’d like to view by clicking the
‘Labels’ button
Choose what information to show

on the Activity block here by
checking boxes
99
You can filter through Jobs based on
Identifying Problems, (contd.) Click here to create a new layout
their Status here. You may create your
own custom layouts as you like, edit
• You can also identify problems by existing ones, and delete those you
don’t want.
clicking on ‘Jobs’
• There you will find on the left a
dropdown list of all existing layouts.
These are configurable columns,
filters, and sort indexes which can be
saved to display jobs based on a
criteria.
• For example, you can create a layout
to display all scheduled orders by
finding the Scheduled Status column
and setting it to Scheduled.
100
• Alerts • Setting up Alerts requires defining

• E-mail based messages that can be data and options in two places:
used to keep others informed of • In the ‘Alert Options’ dialog (under the
Manage Exceptions tab)
schedule changes
• Under the ‘Alerts’ tab in the individual
• Can be sent automatically when Job
Jobs are rescheduled or their status • Also, APS.net Extra Services must
changes be running
• Or they can be sent manually • Can be started from the Services
whenever a planner has finished window in Control Panel |
rescheduling and wants to notify Administrative Services
people of changes
• Setting up Alerts
101
Define Alerts options within
the Job as well
102
Custom Reporting
Planet Together has some standard reports built in

• If you right-click a Resource in the Gantt and choose Show Schedule
Report, you can open a list of its scheduled Activities for a specified time-
span
• You can also click the ‘Reports’ button and choose the report you want to
see
• Choose from
• Department Schedule: shows the schedule for the current Department
• Plant Schedule: for entire plant
• All Plants Schedule: for all plants
• Material Requirements: shows the status of materials needed
• Inventories: allows you to browse inventory
• Resource Performance: track Resource performance
• Resource Gantt: generates a print-out of the Gantt
• Job Watch Gantt: generates print-outs of any Watched Jobs
103
Custom Reporting
SQL vs. Memory-Resident Reporting

• SQL Reporting • Memory-Resident Reporting
• One way to generate a report is to • When you pull up a report while in
publish the schedule to the SQL Planet Together, it uses the
database and use SQL’s reporting memory-resident data
services to publish the report to a • The advantage to this is that it is
website much faster and it immediately
• The advantage to this is that anyone in reflects any changes made in the
the company can access the reports via a Gantt
webpage • Disadvantage: can only be viewed
• The disadvantage is that it requires an while in Planet Together
extra step and can be slow for very large
data sets
104
Custom Reporting
Standard Reports
Under the Reports Tab, you will find the standard reports. There are two report types in this list,
Microsoft Reporting Services and Crystal Reports
• Microsoft Reporting Services
• Changeover Schedule
• Production Schedule
• Production By Product
• Crystal Reports
• Jobs Running Slower Than Standard
• Late Job Report
• Material Picklist for Today
• Material Shortage List
• Queue Analysis with Chart
It is also possible to create custom reports that can be accessed within PlanetTogether:
• To create a custom report, follow the steps outlined here:
http://www.microsoft.com/sql/technologies/reporting/default.mspx
105
Custom Reporting
• Microsoft Reporting Services has two perquisites installed in this order

• SQLSysClrTypes.msi (64 bit) -
http://go.microsoft.com/fwlink/?LinkID=239644&clcid=0x409
• ReportViewer.msi –
https://www.microsoft.com/en-us/download/details.aspx?id=35747
• Once installed, launch PT and you should be able to access Microsoft Reports.
• Crystal Reports requires downloading the runtime to run the reports
http://scn.sap.com/docs/DOC-7824
• Download and run the 64 bit MSI on the first row of the grid.
106
JIT Scheduling
JIT means that your Operations start with

just enough time to complete by the Need
Date. This is useful if you don’t want your
Jobs to start too early
For example: to accommodate last minute

changes to orders or to avoid damage or
spoilage of inventory.
If you right-click an Operation in the Gantt

Operation must begin by this
and open ‘Properties,’ you can see the date or the Job will be late
Operation’s JITStartDate
107
Release Date JIT Start Date Job Need Date
Global JIT Slack
● Buffer against variability

● Limit inventory buildup
● Allow efficient batching
108
Just-In-Time Scheduling
JIT Scheduling, contd.

• To set the system to use JIT
Scheduling, open the
Optimize Options dialog by
clicking on the drop-down
of the Optimize button on
the Ribbon
• Choose the Release Rule to
use and specify slack days
Use the JIT Release Date Rule
Specify the maximum days
ahead of the JIT Start Date that
Jobs may begin
109
Just-In-Time Scheduling
JIT Scheduling, contd.

• If you’d like a certain Resource to
be able to start earlier than
Click on Optimization
specified by the JIT Slack Days,
double-click that Resource in the
Gantt
• Here there is a HeadStart Span
field, which you can define
• This means that the Resource is
allowed to start that many days
ahead of the JIT date Specify how many days in
advance the Resource can start
• This is useful if the Resource incurs
a large set-up time, or if it is the
bottleneck Resource
110
Drum-Buffer-Rope Scheduling
• In this type of scheduling, the
system looks at the Drum (the
bottleneck Operation which sets the
pace of the rest of the Job) and
schedules around it
• The Buffer a specified number of
slack days
• Then the constraining Resource
(Drum) can pull in input when it
needs
• To use this type of scheduling, Click Specify Release Rule
the drop down of the Optimize
button on the Ribbon, and select
Drum-Buffer-Rope
111
• Drum-Buffer-Rope Scheduling,
contd.
• Next, in the Advanced Click here to access the
Advanced Rules
Rules, specify your Drum Make sure this is checked on

Resource and its Buffer the Drum Resource
Span
• You can see the changes
made in the Resource’s Specify Buffer time here
Properties by doing a
Right-click on the Resource
in the Gantt
112
Drum-Buffer-Rope (DBR) Scheduling
Release Date Job Need Date
Purchase Buffer Drum Buffer Shipping Buffer
● Protect critical resources

● Buffer against variability in production, shipping, and purchasing
113
• The Material Requirements for each Operation can be found in the

Job dialog
• Usually this information is imported from your ERP system, but it can
be entered manually as well
• Stock Materials: these are materials you regularly have on hand or
manufacture yourself
114
If this is checked, then a Job is

allowed to start even if not all of
the Material has arrived (for
The optional Source If not all of the required Purchased materials)
Warehouse. If set, Material material was issued, specify
must come from this how much here
Warehouse.
This must be an Item that is The amount of Material to be

defined in our Inventory consumed by this Operation
This is checked if If this is checked, then a Job is
the material has allowed to start even if not all
already been issued of the Material has finished
to the Job being produced (for
Manufactured materials)
115
A list of Materials can be found in ‘Items,

Warehouses and Inventories’, under the This is how many units must
This is how long it usually takes to
Data tab
be produced before the
Material goes into Inventory receive an order. This allows you to
and can be used for another schedule Jobs even if you don’t have an
Operation exact Available date for the Material
Specify the Item Type here
The Warehouse(s) that the

Material is stored in must be Choose ‘Manufactured’ if
specified you make the Item on-site,
‘Purchased’ if you buy it, or
‘Purchased or
Manufactured’ if you can do
both
116
Under the Warehouses & Inventories tab you can find a

list of all your Warehouses, the Plants they supply, and
the Items that they store
The Plant Warehouse MRP1 supplies the

MRP Plant. A Warehouse can supply
multiple Plants if necessary
These are the Items

(Materials) that the
MRP Plant
Warehouse stores
117
• Operations can produce, as well as consume,

Materials
• To specify the Materials produced by an Operation,
click the Products tab in the Job dialog How many of this
Item are being
produced
Specify which Specify when the

Specify the Product Warehouse the Product Product can go into
name (must be an will go to If the Item produced is Inventory and is
Item from your stored in a Tank, you available for use
Inventory list) want to check this
118
The top Pink color
means that this is
Operation is a
Materials and Labels Material bottleneck
• The color labels on Activity blocks in

the Gantt can tell you whether any
problems are due to Material
constraints
• You can view the color key and/or
change the labels you view in the
Labels dialog
The darker Pink on

the bottom means
the Operation is
awaiting Material (but
not necessarily a
bottleneck)
Open the Labels dialog

by clicking here 119
Inventory Plan
• Go to the
Ribbon -> View
-> Inventory
Plan
• Select an Item,
then look at the Choose the time-span
Color codes show
whether or not
you’d like to view
bottom right, to you have enough
inventory on-hand
see the Click an item and view its
“adjustments” Demand, Supply, and ending
Inventory by chosen period
window
120
Inventory Plot
• In the inventory plan click on “On-hand plot” to see the inventory
plant
• You can also, go to the Ribbon, click on View > Inventory Plot.
Once open, it will display a detailed plot of the activity of the item
selected in Inventory Plan
121
You can view the
change in Inventory
levels graphically
Click here to see the

plot
You can view the
change in Inventory
levels graphically
Each time Inventory

levels change, it is
listed here along with
the reason
• Inventory Plot, contd.

• You can also click ‘Inventory Plot’ under the view drop down
and open the Gantt at the same time
• Then click the Operation you’d like to view the Plot for
Your Plot will appear

above the Gantt
Highlighted Job
124
Material Requirements
Choose the
Click Material Requirements on the toolbar of “Inventory period you
want to view
Plan”
Availability Tabs: When the Material is
• No Supply (Critical): You have no supply needed and when it is
actually Available
and your need date is within the lead
time, meaning you probably won’t have
the material when you need it
• No Supply (OK): You have no supply but
your need date is outside the lead time, You can see the quantity
so you can get the material on time required (Qty) and the
• Late: Material available date is after the quantity on hand
need date (OnHandQty)
• Early: Material available date is before

the need date
• All: All Material Requirements
125
Sales Job Pegging
• Sales Order Pegging allows the

user to see the production jobs
that feed into sales orders
• In the Gantt Pane, clicking on a
production order will display
arrows that show the path of a
production order into Clicking on a job shows
the jobs that feed into
subsequent sales orders, and it or pull from it
clicking on a sales order will

show which production orders
it’s pulling material from.
126
Sales Job Pegging
• If a production order
becomes late, the sales
orders that pull material
from it will also be
delayed.
Because production
order is late, the sales
job that pulls from it is
also pushed back
Production order is
pushed back
127
Sales Job Pegging
In the jobs dialogue

window you can also Clicking on the
see the connected Connected Jobs Gantt
will show the
jobs by clicking on production flow
the Connected Jobs

Gantt tab
Shows production job that

supplies the sales order job
128
Operation Times
• The length of each

Operation is broken down
into Setup time, Run time,
and Post-Processing time
Select this
• If you would like to be Segment Type
to view time
able to see this in the breakdown
Gantt, open the Labels

dialog and select ‘Process’
See the difference between the dark

green run time and and the light 129
green process time.
Operation Times
Setup Time • This will assign setup time based on a table

Setup time is the amount of time it takes to get a as well
Resource (usually a machine) ready to run • Setup Color
• Setups • You can assign a color label to different
• Double-click an Operation to open the Job types of setups for easy viewing in the
dialog, and click the Batching/Setups tab Gantt
• Setup Code and Setup Number help figure
out when there is a Setup time
• Setup Code (See Next slide for example)
• This can be something like the color of paint
on a paint line. For example, if you switch
from yellow to blue you will incur a setup
time, but a switch from yellow to yellow will
have zero setup
• When you enter a Code, the system will
look at the Setup Code Table (explained
later) and assign a setup time based on
what ran on that Resource before
•Setup Number
• You can use this instead for something like
temperature. If you have to change the
temperature of the Resource between two
different jobs, you might incur a setup time
130
Click the drop-down menu to
choose a color
Setup Code can also be changed in

the operation row. look for the
column SetupCode
Select the operation you want

to edit
Always remember to Save and

Close after making changes
Operation Times
Setup Time, contd.

• Attributes
For a little more flexibility in calculating setup times, you can use the Operation’s Attributes instead.
This is also a tab in the Jobs dialog. An Attribute can be something like ‘Color’ and then the Code
would be ‘Yellow’ or ‘Blue’. You can then specify under ‘IncurSetupWhen’ when to use the setup
time or which table to use
• Always: this uses the SetupHours you specify no matter what
• Code changes: uses SetupHours whenever the code changes under this Attribute. For
example, when color switches from black to white
• Number changes: whenever the number changes under this Attribute. For example when
temperature switches from 100 to 200 degrees
• Next number is higher: uses SetupHours when switching from a lower to a higher number
• Next number is lower: opposite of above
• Lookup in attribute code table: uses a table to determine setup time (overrides SetupHours)
• Never: setup time never incurred
• Lookup by attribute number range: also uses a table and overrides SetupHours
132
If your Attribute is something like
‘Temperature,’ you would use Number
instead of Code
Click the attributes

tab
If you are not using a table
to calculate setup time, you
need to specify SetupHours
here
Operation Times
• Setup Time, contd.

• Setup Table Dialog Define affected Resources
here
• Open the Setup Table dialog that is found under
the Setup Tables screen in the Settings menu
• Double-click a table name to open it, or create a
new table
• These tables allow you to specify setup time
based on what you are running before and what
you are running after
• Attribute Code Table
• An example can be seen on the right
This row means that if a
• Setup times are defined for each possible color Resource switches from
switch Blue to Yellow, there is a 3
• If “Lookup by attribute number range” is selected minute setup time.
for IncurSetupWhen, as we saw in the previous
slide, the system will use these values
• One Attribute Code Table can include multiple
Attributes
134
Operation Times
Setup Time, contd.

• Attribute Number Range Table
• This table allows you to specify
This is the temperature
setup time based on a range of range of the first
values Operation
• An example is shown to the right

• The table shows that if the first
Operation is in the 100-200 range, These are the temperature
there is no setup time if the next ranges of the following
Operation is in the 201-300 range, Operation and the
corresponding setup times
there is a 2 minute setup. If it is in
the 301-400 range, there is a 3
minute setup, 401-500, 5 minutes
setup.
• Again you must specify which
Resources use the table
135
Operation Times
• Setup Time, contd.

• Setup Code Table
• The Setup Code Table is just like the Attribute Code Table only it doesn’t have the ability to use
multiple Attributes
• Resources and Setup Time
• Once you have specified which Resources use the Changeover table, you can see it in the Resource
window by double-clicking the Resource in the Gantt, then click on the “Setup/Changeover” tab.
• The field SetupIncluded also affects setup time - This specifies when the Resource includes setup time.
The options include:
• WhenProductChanges
• WhenSetupCodeChanges
• WhenEitherChnages
• Always
• Never
• When SetupNumberChanges
• WhenSetupNumberIncreases
• WhenSetupNumberDecreases
• UseSetupCodeTables
• UseOperationAttributes
• You must choose “UseOperationAttributes” if you want to use the rule you set up under
Attributes. Any other option will override what’s there
136
Operation Times

• SetupSpan: This is added on to
the setup time calculated by
the system. For example, if a
machine always takes 15
minutes longer to set up than
other machines, you would
enter 00:15:00 here
Specify when you

want to include Setup
Change the Setup Span time on this Resource
here
137
Operation Times
EfficiencyMultiplier: This is
another way to control for
machines that have different A value of 1.00 means the
Resource has a standard
setup times than normal. For setup time
example, if you have a

machine that takes 10%
longer to set up, enter 1.10
here.
138
Operation Times

• HeadStart Span
• This is used in the calculation of
how far an operation can be
scheduled ahead of its JIT Start
Date
• For example: if you enter in 20, you
can start an Operation up to 20
hours earlier than it’s JIT start date
to avoid doing multiple lengthy Head start set to 20
setups hours
139
Operation Times
• Run Time
• Run time is the time that the machine (Resource) is actually running
• To see how this is calculated, open an Operation in the Job dialog
• The system looks at Required Qty., Qty. Per Cycle and Cycle Time to
calculate Run Time
Cycle time is 5
minutes, so the total
This Operation needs 24 run time will be 120
units, and 1 can be made minutes or 2 hours
per cycle, so there will be 24
cycles 140
Operation Times
Run Time
• There is also an Efficiency
Multiplier for Run time
• If a machine takes longer or
Efficiency Multiplier
shorter to run a cycle than helps control the
differences between
other machines, you can adjust machines
the “Efficiency Multiplier”
• Double click on the resource,
then click on the capacity tab.
• If a machine takes half as much
time as most, enter 0.50
141
Operation Times
• Post-Processing Time
• This is time that the Resource is still being used after the Operation has finished
running
• This might be something like clean-up time, where the Resource is not yet available
for scheduling
• This is shown in the Job dialog as well
• Material Post-Processing Time
• This is time that the Material must wait before it can go on to the next Operation
• This time does not take up Resource Capacity
• For example: after material is painted, it might need time to dry, but it can be taken
off the machine so the machine can run another Job
142
Operation Times
• Transfer Time
• This is time between Operations
• For example, it may take a few minutes to move material from one
machine to the next
• This is defined under Alternate Paths
• Transfer time will be added to any Material Post-Processing Time
If there is transfer time

between the operations,
specify that here
143
Outside Operations
• If you need part of a Job to be done • There is a picture of a truck you

outside of your facility by a can use named “truckleaving.png”
subcontractor, you can still track this in • Copy and paste this into the
the schedule ImageFileName field under the
• Set up the subcontractor as a Resource Resource Properties
with infinite Capacity
You can add images
• You can either create one Resource for all for any of your
subcontractors, or create one for each Resources if you’d like
• Change the Resource image to easily see

that it is a subcontractor
• Open C:\Program
Files\APS.net\ProgramFiles\ResourceIma
ges to view the possible images
144
Outside Operations
Setting Capacity
• Set your Subcontractor
Resource to be constantly
online
• Create a new Capacity
interval using the Capacity
Tools below the Gantt
• When the dialog
opens, set the length
of the interval to
whatever you’d like
• We’ll do 2 years
• Save and close
Use these tools to create
an interval, then edit it
once the dialog opens
145
Outside Operations
• Setting Capacity, contd.

• Now your Interval should look
like this: Always online,
always available
Capacity tab
• Next you must change the

“Capacity Type” on the
Resource to Infinite
• This is because there is no
limit to how many Operations
can be subcontracted
• Double-click the Change capacity
type to “infinite”
Subcontractor Resource, then
click on the capacity tab.
• Change “Capacity Type” to
Infinite 146
Outside Operations
Once Capacity is defined, you can

begin scheduling Outside
Operations on the Subcontractor
Resource
• Jobs with Outside Operations
• Create a new Job
• Define all Operations,
including the subcontracted Define the subcontracted
one/s Operation as you would any other Use standard lead
• On the subcontracted Operation time here
Operation, cycle time will be
whatever the standard lead
time is. As an example, let’s
take 1 hour.
147
Outside Operations
• Jobs with Outside Operations, contd.

• Usually, as you Advance the Clock, scheduled Operations get pushed out
unless you manually report their progress
• But we want our subcontracted Operation to progress automatically as
time passes
• We also want to use Time-based reporting
• This means the system looks at run time to calculate how much time
remains on an activity instead of looking at quantity
Make sure this is

checked as well
Make sure this

box is checked
• Now our subcontracted Operation will shrink as time passes, to represent

fewer days remaining in the lead time
148
Outside Operations
Now, the outside Operations can easily be scheduled and tracked in the Gantt
149
Advanced Flow Constraints: Overlap
• Overlap
• Often times an Operation won’t have to wait for its predecessor to finish completely
before it can begin
• In this case, we can specify Overlap Time
• Overlap options are defined under Alternate Paths in the Job dialog
• You must specify the “Overlap Type” for each Path
• Choose from:
• No Overlap: The entire Operation must complete before the successor Operation can begin
• Transfer Qty: The successor Operation can begin once the first Operation has produced a specified
quantity
• Transfer Span: Successor can begin after the first has been running for a specified time
(OverlapTransferSpan)
• At First Transfer: The successor can start once a specified number of Items is produced and transferred
to Inventory (this number is specified for each Item)
• Transfer Span After Setup: Successor can begin after a specified OverlapTransferSpan plus any setup
time
• Percent Complete: Successor can begin after the first Operation is a specified percent complete.
150
Extruder 1 Setup Top layer
Extruder 2 Setup Bottom Layer
Laminator Setup Lamination
Laminator Job can schedule once sufficent Extruded Sheet is available

If you choose “Transfer Qty,” the

system will use the number
specified here
Check this if you want

setup times to be
able to overlap Whatever Over make
sure you specify the
time here 152
Advanced Flow Constraints: Cells
Cells
• Cells are groups of Resources that you generally want to use together
• For example: you may have two ovens and two cooling lines. If Oven 1 is located right
next to Cooling Line 1, you will want any Job that uses Oven 1 to follow with Cooling
Line 1
• To create a new Cell, click on Settings> Cells, then click on create new. There
you can create a new cell with the attributes and description that you want
Click here to create new

cell
This window pops up when you double
click on a cell. It allows you to
customize the name, description,
attributes and UserFields of the cell
153
Advanced Flow Constraints: Cells
This window appears

when you double click on
the resource in the Gantt
• In the Gantt, double-click the
Resource you want to add to
the cell Click here to access the
advanced rules
• In “Advanced Rules” choose the
Cell name you want the
Resource to be in Make sure that this
box is checked
• Do the same for each Resource
in that Cell
• Now when you Optimize,
Resources in the same Cells will Click here to choose the cell
that you want the resource to
work on the same Jobs be in. You’ll see the name of
the cells previously created
154
Advanced Flow Constraints: Alternate Paths
• Alternate Paths
• Alternate Paths are different ways Operations can be routed for the same Job
• For example, maybe Operation 1 is usually followed by Operation 2, but
sometimes you would like to be able to do Operation 2 first and then 1. You
can do this with an Alternate Path
• To set up an Alternate Path, click the Alternate Paths tab in the Job
dialog
• The order of Operations is listed for the default Path (Path010)
• Create a new Path and add Operations to it in the new order
155
(Overlap, Cells, Alternate Paths)
The Path lists each
Operation and which
Operation follows it
(Successor)
Create an Alternate Path by defining

a different order for the Operations.
It may have a smaller or larger
number of Operations, too
156
Yellow circles indicate
• Now when you click on a Job in an Alternate Path is
possible
the Gantt, a yellow circle will
appear next to a Resource if the
Job has an Alternate Path
• If you move the Job’s first
Operation to a Resource with a
When we move this
yellow circle while holding the Operation while holding “Alt,”
the Job is rescheduled with
“Alt” key, the Job will reschedule the Alternate Path
using that Path
157
• You can also indicate which • You can also use Alternate Paths
Alternate Path to use under the if you want the option to use
Product information in the Job different Resources
dialog • For example, if you can have four
people working on an Operation,
or eight people and go twice as
fast
Indicate which Path to use

here
158
• In this case, each Alternate Path will have a different
Operation, and one will have more Resource
Requirements and a smaller cycle time
• In our example, one Path uses 3 Packers and has a
cycle time of 2 minutes, and the other Path uses 5
packers and has a cycle time of 1 minute
159
Advanced Topics
Templates
Templates
The Templates Pane can be accessed from the Navigation drop-down

menu in the ribbon. A Template is a Job that is used as a starting point
for creating new Jobs. Each Job can be converting to a Template by
simply checking the “Template” checkbox in the Job dialog.
Templates
• Template are used in the following ways:

• MRP uses Templates to create Jobs for manufactured items. In this
case, each Inventory object specifies the particular Job to use as a
Template.
• CTP uses Templates to schedule new production.
• Jobs can be created in the Inventory Plan by dragging-and-dropping
from the Net Inventory row to the Gantt. The Inventory’s Template
is used to create a new Job which is scheduled.
• Jobs can be created by dragging-and-dropping a Template from the
Jobs pane (dragging from the row marker on the left) to the Gantt.
Templates
• Templates are not scheduled.

• When new Jobs are created from Templates they sometimes have
their Required Quantities adjusted (like in MRP or CTP). In this case,
all Materials and Products have their quantities scaled accordingly.
• If a Template Job has multiple Manufacturing Orders, the first one in
the Job’s list of Manufacturing Orders is used for MRP and CTP.
• If there are multiple Templates that produce the same Item in their
first Manufacturing Order then the first one in the Job list based on
creation order is used by CTP and MRP Low Level Code calculations.
MPS/MRP
Add MRP Here
•What is MPS and MRP
•Explanation of Templates and how to build them.
•Explanation of the MRP options on the Optimise screen.
•What is needed for MRP Demand ( sales Orders and Forecasts)
•Effects of inventory On-hand Safety stock Low Level Code etc.
•The MRP explosion
•MRP Pegging
See http://knowledge.planettogether.com/inventory-planning/mrp/
Capable to Promise
Capable To Promise (CTP)
• Creates a simulated job that allows the planner to see what available capacity
they may have in a given time frame
• The key data points that will be required in order to submit a CTP request are:
• the Inventory (Warehouse and Item)
• How much of that Inventory is required
• When it will be required by
• What routing to use to create the Item
• Once the CTP has been submitted, APS will project a Start and Finish time as well
as whether or not it expects the Job to be late, early, as determined by the
current Optimization Rules. If the Job is projected to be late, APS will determine
which constraints are bottlenecking the process.
• APS will also allow the CTP to reserve Capacity and Materials until a user-defined
date, allowing the customer some time to determine whether or not to go
through with the order.
168
CTP – Defining the CTP
Defining the CTP comes in two parts: 1) Naming the CTP Job 2) Defining which Product to simulate, the
quantity to be simulated, the Need Date and Routing. Note that the Product must exist in APS as a
Template in order for it to show up in the CTP definition area.
• CTP Name: CTP Name is just an identifier for the CTP Job to be created. This is particularly helpful if
the option to Reserve Capacity & Material Until option is used
• Description: This is a description of the Job to be simulated
• Customer: This is the identification of the customer for which the Job is being simulated.
Define the Name, Description,

and Customer for the CTP
CTP - Reservation
The Reservation section has two options for how capacity can be reserved for the simulated Job:
• Temporary What-If Only: A temporary What-If will not create the job to be seen on the Gantt, but will
still determine when Capacity could be reserved for the proposed Job.
• Reserve Capacity & Materials Until: This option allows the CTP to be dropped onto the Gantt. Not
only will it display when capacity would be available for use, but could also be tied into Impact
Analysis and KPI tracking. To the right of the option are the functions that will allow the user to track
the Job at all levels.
Because CTP also takes into consideration Material Availability, Inventory Inquiry is also available to
check the inventory levels of a particular Product to be produced.
Specify if CTP is temporary (not

dropped onto the Gantt) or if
materials and capacity should be
reserved (displayed on Gantt)
CTP – Product Availability
• Item: This the Item to be produced. AS noted above, the Item must have a Template Job with this
Item as a Product in order for the Item to appear in the drop-down.
• RequiredQty: This is the required quantity for the simulated Job.
• Need Date: This is when the simulated Job would need to be finished by.
• RequiredPathId: This is the routing to be used for the CTP. Every Job will have one Alternate Path, but
if there are more Alternate Paths, all will be displayed in the CTP. This field is not required in order to
run CTP.
Once these elements are in place, the CTP can be saved by clicking Submit. Submitting the CTP will cause
the ScheduledStart, ScheduledFinish, and Results to display when the Job would Start, Finish, and what
the status of the Job would be (Late, On-Time, etc.).
Select Item, quantity, and need date

that needs to be reserved for
simulated job
CTP - Reservation
The Priority Tab allows the user to control a few more aspects of how the CTP might be scheduled by
allowing the definition of:
• Priority: This is a number that can be used in Optimize Rules where lower numbers are equivalent to
higher priority
• Revenue: This is the revenue that would be generated by the CTP should the Job go through. It can be
used in Optimize Rules where higher Revenue is given more weight.
• Hot: This will flag the CTP as a Hot Job and take effect if there are Optimize Rules in place to leverage
Hot flags.
• Hot Reason: This is the reason that the CTP is defined as Hot.
Select Item, quantity, and need date

simulated job
Capable To Promise (CTP)
Specify if CTP is temporary (not

dropped onto the Gantt) or if
Warehouses tab allows user to define materials and capacity should be
which warehouses CTP can draw reserved (displayed on Gantt)
materials from
Priority tab allows user to control

Select Item, quantity, and need date aspects like Priority and Revenue
simulated job
173
Transfer Orders
Transfer Orders
• Transfer Order is a Job classification that indicates that the job will
need materials or products to be transferred from one Warehouse to
another
• Transfer Orders present both a supply for one Warehouse (the one
receiving the transfer) and a demand from a different Warehouse
(warehouse where transfer was initiated).
175
How to setup Transfer Orders
Product Rules
Product Rules
Product Rules
• Sometimes different products will have different process times
depending on which Resource they run on
• Product rules help account for these differences
• To setup a new Product Rule, open Product Rules (under the Data tab)
Select which Resources

Select the Product the rule will apply to
you want to make a
rule for
If you want to use different Cycle Spans for

each Resource, click the UseCycleSpan box
and type in the new time. You can do this
for Setup and Post-Processing times too.
178
Product Rules
Product Rules, contd.
When the Operation

schedules on Assembler
1, there is a 2 minute
cycle span When we move the
Operation onto Assembler 2,
the cycle span is 4 minutes,
so it takes longer.
179
Min/ Max Limits
Min/Max Limits
• Min/Max Limits • Double-click the Resource to open

• Min/Max Limits on Resources allow Properties and enter its Max Capacity
you to define the quantity that in the “MaxQty” field
Resource is capable of running • You can also enter a value for
• For example, you might have a Job that “MaxQtyPerCycle” if this is a constraint
requires 500 gallons of a product, and 2 as well
Resources: one that can hold 800
gallons and one that can hold 300
gallons.
• You want to make sure the system only
schedules the Job on the Resource with
enough capacity. You can do this with a
Max Quantity Limit
181
Min/Max Limits (show resource screen)
• Min/Max Limits, contd.

• You can also set Minimum Quantity limits
• For example, if you don’t want to waste the
500 gallon Resource’s capacity on a small Job
(say, 200 gallons), you can specify a minimum
quantity it will run
• Open the Resource’s Properties in Settings, or
by right clicking it on the Gantt and selecting Define Minimum Quantity
Properties. here
• From the Properties pane, you can enter the

min/max value you’d like
182
Campaigns
Campaigns
• Campaigns
• A campaign is a group of the same product across one or more activities
• If you click Show Campaigns, visual indicators will appear wherever you have a
campaign
• This is especially useful if you have many small batches and you want to easily see
a total of how many units you’re producing
Click here to show the campaigns
These indicators will appear in the Gantt so you

can easily see when you are running a
campaign. It will show the total quantity
produced across the campaign (200 units here).
184
Tanks
Tanks
• Tank Scheduling is intended for manufacturers that make use of large

storage vats to hold liquids (such as beverages, chemicals, formula
blends, etc) for an indeterminate amount of time. These tanks are
considered “in use” until they are emptied by downstream operations
• With Tank Scheduling, the normal Item/Warehouse inventory plan is
bypassed, since the storage of the material is being recorded in the
tank and ultimately emptied from the tank.
• Tanks are used as indefinite storage but come with the caveat that no
other item can be stored unless the Tank is emptied. Emptying a Tank
entails the creation of Jobs or Activities that consume the Item stored
in the Tank as a Stock Material.
186
Configuring a Tank Resource
1. In the Gantt, right-click the Resource and click Open

2. On the Capacity tab, under Capacity Type, ensure that “Tank” is checked.
3. On the Work Assignment tab, set the Quantity constraints
• Max Qty Per Cycle: This sets the maximum amount of material that can be stored in the Tank at
any time
• Max Qty: If the Max Qty is set lower than the Required Quantity of the Operation’s scheduled on
it, the Operation will fail to schedule. Otherwise, this has no effect on the Tanks.
4. The Operation scheduled on the Tank must list a Product.
5. On the Product tab, ensure that “StoreInTank” is checked
• If StoreInTank is not checked, the Operation will still schedule to the Tank, but no graphic will show
and it will not prevent a second item from being stored in the Tank before it is emptied by another
Activity.
6. On the Resources tab, make sure the Resource Requirement that will run on a Tank
Resource is using one of two Used During options:
• Setup, Run, Post-Processing, and Storage
• Setup, Run, Post-Processing, Storage, and End of Storage Post-Processing
187
Tanks
Resource will show

display tank inventory
on Gantt
Ensure that “Tank” is

checked in the
capacity tab
188
Tanks
• Once a Job has been created that requires the stored item as a Stock Material, other items
can be stored in the Tank, but only as the Job consuming the stored Item has started.
• Note: If there is no Activity consuming the stored Item, all Operations requiring the Tank for storage
will Fail to Schedule.
• As the consuming Job is moved out further in time, the graphical portion of the Tank
Resource will change, displaying a green triangle that grows smaller as more time elapses. It
is important to note that APS does not control the flow rate of the Tank, but displays that the
flow rate is dynamic depending on when the consuming Job is scheduled in relation to the
Job that produced the Item currently being consumed. The farther apart they are scheduled,
the slower the flow rate.
• In order to improve performance where many Tank resources might all be displaying
changing inventory levels of stored Items simultaneously, Tank plots can also be hidden via
the Simplify Gantt dialog. Although the plots may not be displayed, the behavior of the Tanks
will not be affected; additional Activities cannot be processed and stored in the Tank unless
the previous Item has been entirely consumed by downstream Activities.
189
MO Batching
MO Batching
• The Manufacturing Order batching feature will batch together

Manufacturing Orders that have the same BatchGroupName and fall
within the same batching window. Batching window is determined
based on the batching method
• Batch method options:
• By NeedDate: The batch window is the earliest need date plus the batch window
span.
• By ReleaseDate: The batch window is the earliest release date plus the batch
window span.
• Combination of Need Date and Release Date: The need date of the batch is the
earliest need date among its members. A manufacturing order can be added to
the batch if its release date is less than (earliest need date)-(batch windows
span).
191
MO Batching
• To turn on MO batching: Enable Show MO

Batching In System
• To enable MO Batching, go to Options
Settings>System
Options>Scheduling
• Set optimize options to batch In MO Batching tab,
MOs check Enable MO
Bathcing box
• You can find MO Batching in
Settings>Scenario Data>MO
batching, and Create a batching
definition Create Batching
• Populate BatchDefinitionName definitions in the MO
Batching window
and BatchGroupName on
Manufacturing Orders that
you’d like to batch.
192
MO Batching
• MO Batching is not compatible with the following features:

• Materials
• Operation Overlap
• Activity Splitting
• Resource Locking
• Anchoring
• Operation “Can Pause for Offline Periods”
• Multitasking Resources
• Can Span Plants
• Locked Plants
• Multiple Alternate Paths
193
Copilot
Copilot
The CoPilot feature will automatically optimize your schedule based on specific KPI’s and creates new
scenarios that you can use to compare to live scenarios.
CoPilot can take into account many optimization techniques in order to find the best schedule for
based on the selected KPI.
Works with customization logic (Custom KPI’s)
Can leverage your computer’s hardware to assist in scheduling
Two ways to utilize CoPilot:
• Insert Jobs
Access Copilot
• Rule Seek options by clicking
this area in the footer
195
Copilot Rule Seek
Edit CoPilot Performance settings
to leverage computers hardware
Rule Seek works by adjusting
the settings of Optimize rules
in order to get the best
possible scenario based on a
selected KPI and creates
CoPilot scenarios with these
rules enabled Edit Rule Seek Settings
RuleSeek starts when your Select amount of time it takes for

CoPilot to start after System Idle
system idles and runs until Choose number
the system is no longer idle. of scenarios for
RuleSeek to
It keeps the best scenarios store
based on the desired number
of CoPilot scenarios to store Choose which KPI you Select if CoPilot should
would like to optimize for adjust only sliders in
use or all sliders in
Optimize Rules
Select which Optimize Rules you
want to CoPilot to use in trying to
get the best scenario 196
Copilot Insert Jobs
Insert Jobs Settings

Amount of reduction or increase
Attempts to schedule jobs without
Edit Insert Job Settings
in KPI that is acceptable
Select which KPI to
allowing already scheduled jobs to optimize for
be late.
It's recommended that this feature

is used with the existing schedule,
and is best used for scheduling By default CoPilot tries to get the most optimized
schedule. If there are too many new orders to insert you
new orders. can increase this value to schedule faster
Note: Simulation runs faster if interval is set lower
197
Copilot Insert Jobs
You can start Insert Jobs from

Jobs Pane by highlight the jobs
you want Copilot to run for
Click the Insert Button
Select if you want to insert the
Select jobs
selected jobs individually or if
you would like to schedule them Choose to insert jobs
simultaneously individually or as a group
Note: Insert as group will not

schedule any jobs in the group
unless they can all be scheduled
at once.
198
Other Panes
Activity Reporting
Activity Grid – Dual Panes
Activity Pane – Activity Status
Activity Pane – Operation Details
Activity Pane - Notes
Inventory Plan
Inventory Plan
The Inventory Plan displays the inventory level information for every
item in APS, and tracks them according to the amount of data
shown, which can include:
• types of items that are included in the plan
• The Time to Show in terms of bucket length
• The demand and supply information for each item.
206
Inventory Plan - Inventory Pane
207
Inventory Plan - Inventory Plot
208
Inventory Plan - Adjustments
209
Inventory Plan - Item Details
Inventory Plan – Item Warehouse Details
Inventory Plan - Forecasts
Inventory Plan – Purchase Orders
Inventory Plan – Sales Orders and Purchase Orders
Inventory Plan – Other Functions
Capacity Pane
Capacity Plan
• The capacity plan pane helps users get a visual overview of capacity in use as
well as available capacity.
• The capacity plan can be viewed by Department or by each resource. There
are many different options available for the type of information displayed such
as available capacity hours versus scheduled usage hours.
• Because APS is tracking finite capacity, there is no way for the scheduled usage
of capacity to ever exceed 100%. It will instead show a manufacturer where
potential trouble spots are where scheduled capacity usage is consistently
higher than 100%
• Likewise, the Capacity Plan can be helpful in What-If or Capable to
Promise situations where a planner might need to see at a glance what
available capacity they may have in the time frame that the customer is asking
for.
217
Capacity Plan
Choose what to display (ie.

Available Capacity Hrs, Choose time period Visualization options
Scheduled Usage Hrs, Raw
Capacity Hrs, Etc.)
Choose which resources
to display
218
KPI Pane
KPI’s
• The KPI Pane allow users to see the costs and benefits of a proposed
schedule.
• The KPI pane has a variable number of indicators or criteria that can
be tracked and the graph will show how each schedule change affects
the tracked criteria. Each point on the graph serves as a possible undo
point, and the planner can use the graph to “undo” back to any action
by simply clicking on the point and selecting “Undo back to this
point”.
220
KPI Pane
Edit KPI titles, colors and

Save current KPI snapshot display settings by hitting Select which KPI’s you
“KPI Visibility” Button would like to view
Edit how often to store

snapshots by clicking Undo actions by clicking
“Options” button on points in KPI Pane and
selecting “Undo Back to
this point
221
KPI Calculators
• Each KPI is calculated by a “KPI Calculator”.

• A list of included KPI calculators can be found here:
http://knowledge.planettogether.com/manufacturing-execution/usin
g-kpi/
• In addition, custom KPI Calculators can be easily programmed by
implementing the KpiCalculator interface of the API.
222
KPI’s
Click “Compare Scenarios” to

see KPI comparison of Live and
• Additionally, What-If What-If scenarios
scenarios can be used to run

simulations and determine
the effect of changes on KPI.
• Clicking Compare Scenarios
from the Scenarios section of
the ribbon will show the
different KPI’s of the scenarios
compared to each other side
by side.
Choose KPI’s to compare

in “KPI Visibility”
223
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Advanced Planning

Define the Plant Model

Create Plants, Departments, Resources and Capabilities

Create Items, Warehouses and Inventory

Create Jobs and their components

Create a Schedule using both Optimization and Drag and Drop

Understand advanced Scheduling Concepts

Review other PlanetTogether Capabilities and Panels 2

Provide an understanding of the application, functionality, and execution of PlanetTogether Advanced

Factory Modeling (Basic)

Plants Departments & Resources

Working with the Gantt

Exercise Model a Furniture Factory

Manual Scheduling Tool

Tracking Statuses & Identifying Problems

Sales Job Pegging

Advanced Flow Constraints

Advanced Topics MO Batching

MRP Activity Reporting

Capable to Promise Analytics Introduction

Transfer Orders Inventory

Product Rules Capacity

Min/Max Limits KPIs

Make sure that APS.net Service is running

Use the dropdown to select the instance

The default user is : admin

CLICK TO WATCH CLIENT INSTALL & LOGIN WALK

This is the main location where the software can be modified to

It can be accessed on the top left side of the Ribbon.

A Workspace stores the following Objects:

• Visual Factory Settings

• Visual Factory allows for automated displays of the

Drop down menus will

Access the Help page by pressing F1

Online videos: https://www.youtube.com/user/planettogether

Windows can be repositioned,

Windows can be opened

Clicking and dragging a

For example, in the job

To edit scenario settings and data, click the “Settings”

This is where users can add or edit Resources, Capabilities,

where production occurs, and

Departments are groupings of

Resources usually correspond to

imported from the Client’s departments shows below

ERP. Departments grid: it allows the

directly to the software.

Resources can also be

This is a master list of

Double Click on a row to

Each Resource can have multiple

These green bars show Online Capacity Intervals.

Each Block represents an

To be eligible for an Activity, a

The system will only schedule work on

Each Job has the following structure:

Each Job has the following structure:

Each Job has the following structure:

Successor Manufacturing Orders:

optimization engine allocates resources and

materials according to the preferences defined by

The Regular Release Rule is dictated by the

Custom rules can be created and the ability to

Optimize works in two phases: