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| PlanetTogether | |
| Dropsheets User Process Guide | |
| Date: 2022-12-28 | |
| Dropsheets User Process Guide | |
| 1. Getting Started with Dropsheets 2 | |
| 1.1. Open Scenario Data 3 | |
| 1.2. Enter the Resource Data 3 | |
| 1.3. Enter the Routing Data 5 | |
| 1.4. Enter the Production Order Data 6 | |
| 2. Scheduling Jobs 8 | |
| 2.1. Configure Capacity Intervals 8 | |
| 2.2. Configuring Jobs and Gantt view 9 | |
| 2.3. Manual Drag-and-drop scheduling 11 | |
| 2.4. Expedite Job Scheduling 12 | |
| 2.5. Editing Job Information 12 | |
| 2.6. Advancing the clock 13 | |
| 2.7. Updating Activity Status 14 | |
| 2.8. Create and Editing Metrics 15 | |
| 2.9. Label segments 17 | |
| 3. What-if Scenarios 18 | |
| 1. Getting Started with Dropsheets | |
| 1. Open Scenario Data | |
| [a] | |
| Figure 1.1: Scenario data example | |
| 1. Double-click on the PlanetTogether icon to open the Dropsheets application. | |
| 2. Click on the ‘Boards’ button at the top left corner of the application window. | |
| 3. Click on ‘Scenario Data’. This section allows users to add their resource data, Capabilities, operations, and production order data in a simple spreadsheet format. | |
| 4. Hover over the icons in the left panel and click on ‘Resource Entry Sheet’, ‘Routing Entry Sheet’, and ‘Production Order Entry Sheet’. | |
| 2. Enter the Resource Data | |
| Figure 1.2: Resource Entry Sheet example | |
| The resource Entry sheet contains fields (Column Headers) including Resource ID, Resource Description, Work Center ID, and Resource Capability ID. | |
| 1. Resource ID: Names assigned to machines or people (or a combination of both) that manufacturing facilities utilize to perform a set of tasks or operations. | |
| Examples: Flex Machine 1, Adhesive Machine 2, Operator 1. | |
| 2. Resource Description: Used to describe the type of resource being used. | |
| Examples: Adhesive Machine 1, Finishing line 2. | |
| 3. Work Center ID: The name given to a department in a plant or a grouping of similar resources. | |
| Examples: Flex, Adhesive, Extrusion. | |
| 4. Resource Capability ID: The skill sets, capabilities, or tools that a Resource has at its disposal. | |
| Examples: Adhesive, Extrusion, Finishing. | |
| 5. After you have entered all required data, click ‘Validate and Save’ on the Resource Entry Sheet - this imports & submits the resource data to the system. | |
| ________________ | |
| 3. Enter the Routing Data | |
| Figure 1.3: Routing Entry Sheet example | |
| The Routing Entry sheet contains fields including Item External ID, Operation Name, Operation Description, Required Capability External ID, Standard Quantity Per Hour, Fixed Run Hours, Standard Setup Hours. | |
| 1. Item External ID: Used to indicate the product that needs to be manufactured. | |
| Examples: Item1, Steel Shaft, FG-A, SUB-C, W15 | |
| 2. Operation Name: The process of manufacturing a product usually involves multiple steps or operations. These operations are assigned Operation Numbers. | |
| Examples: 10, 20, 30… OR 1, 2, 3...6 | |
| 3. Operation Description: Used to describe the type of operation being performed on a particular item. | |
| Examples: Drilling a hole 20mm deep at the concentrically center point of the cylindrical shaft; Deburring operation on the top and sides of the rectangular plate | |
| 4. Capability Required: The skill or tool required to perform a particular operation. (Same as Resource Capability under Resource Data) | |
| Examples: Mill, CNC, Lathe, Grind | |
| 5. Standard Quantity Per Hour: The number of times that operation can be performed in an hour. If the run hours is fixed, the user can use the Fixed run hours column. | |
| Examples: If an operation runs at the rate of 10 per hour (Std. Qty per hour), a 100-piece job would take 10 hours to complete | |
| 6. Standard Setup Hours: The time it takes to setup the machine to perform an operation. | |
| Examples: 1, 0.5, 3 hours | |
| 7. Click ‘Validate and Save’ on the Routing Entry Sheet - this imports & submits operational and routing data to the system and creates Routing Templates. | |
| 4. Enter the Production Order Data | |
| Figure 1.4: Production Order Entry Sheet example | |
| TheProduction Order Entry sheet contains fields including Job ID, Production Order description, Item ID, Customer, Produced Quantity, Need Date, Sales Order ID | |
| 1. Job ID: The work order job reference number. | |
| Examples: WO1, WO50, WO1-SUBC | |
| 2. Production Order Description: Used to describe the type of Production order. | |
| Examples: WO1 is a Unique job to create a custom print. | |
| 3. Item ID: Indicates the product that needs to be manufactured. | |
| Examples: Item1, W15, Steel Shaft, FG-A (Same as Item ID under Routing Data) | |
| 4. Customer: Name of the Customer. | |
| 5. Produced Quantity: The total number of items required to be produced on that work order. | |
| Examples: 100 items | |
| 6. Need Date: The job need date OR the date the Production Order needs to be completed to be considered ‘on time’. | |
| 7. Sales Order ID: The sales order reference/identification number. | |
| Examples: SO123, SO50 | |
| 8. Click ‘Validate and Save’ on the Production Order Entry Sheet. This imports & submits job data and creates the Activities and Jobs list. | |
| ________________ | |
| 1. Scheduling Jobs | |
| 5. Configure Capacity Intervals | |
| Fig 2.1: Capacity interval configurations | |
| 1. To edit a capacity interval, first open the Boards and then select scenario data (Figure 1.1). | |
| 2. From the Scenario data, select Capacity intervals in the left-hand side menu. | |
| * Users can select from the following event types to specify the purpose and impact of the interval on the schedule: | |
| 3. Normal Online: This specifies the availability of resources for a regular work shift | |
| (example: 8 hour work-shift from 7am - 3pm) | |
| 4. Overtime: This specifies the availability of a resource (usually at a higher cost) after or outside the regular work-shift hours. | |
| 5. Potential Overtime: This Capacity Interval is treated the same as Overtime, but it is identified with a different color to help with the evaluation of ‘what-if’ scenarios. | |
| (example: A plant manager is considering adding overtime but he isn’t 100% sure yet). | |
| 6. Offline: This specifies a period of time when a resource is unavailable | |
| (example: planned or unplanned machine downtime, holidays, etc.) | |
| By default, the absence of a Normal Online capacity interval on the Gantt signifies that the resource is Offline for that period of time. | |
| 7. Cleanout: This specifies a period of time generally used to clean out the machine area / resource after an operation, in order to prepare it for another operation. | |
| 8. Capacity Hours is used to scale the amount of capacity that a resource has available during an interval. This relates directly to the ‘Nbr Of People’ field | |
| * For example, if the Duration of the interval is set to 8 hours and there’s one person on the shift, then 8 hours of work can be done during the work-shift. However, if 3 more people were added to the interval, the same 8 hour interval would be treated as having 8 x 4 = 32 hours of capacity, therefore four times more work can be accomplished in the same amount of time. | |
| 9. Start (date & time) is used to specify the beginning of the Capacity Interval | |
| 10. End (date & time) is used to specify the end of the Capacity Interval. The ‘Duration’ field displays the amount of time between the Start and End | |
| 11. To Save Changes made in the Capacity Interval Dialog, click the ‘Apply Changes’ button and then the ‘Save and Close’ button | |
| * To move a capacity interval - From the Gantt, click and drag the interval to the desired earlier or later position on the Gantt | |
| * To delete a capacity interval - From the Gantt, right click on the interval and select ‘Delete’ | |
| 12. Assigned resources: The defined capacity interval should be assigned to resources. Click on assigned resources, select the resources and press ‘Save and close’. | |
| 6. Configuring Jobs and Gantt view | |
| Figure 2.2a: Open Jobs and Gantt view | |
| 1. Make sure the ‘show tabs’ in the upper right corner of the screen is selected. | |
| 2. Click on the ‘Boards’ button (to the top left corner of the application). | |
| 3. click on the ‘Jobs’ board. | |
| 4. On the ‘Boards’, click on the ‘Gantt’ board as well. | |
| 5. The Gantt tile and Jobs tile headers will display side-by-side as shown below. | |
| Figure 2.2b: Open Jobs and Gantt views | |
| 6. Click on the Gantt tile header and drag it to dock the tile towards the right of the screen, such that there’s a split-screen displaying both the Gantt tile and Jobs tile. A centrally located docking guide appears when dragging tiles, that allows | |
| you can select from 4 docking positions. | |
| 7. When the Gantt tile is docked to the right of the screen, the Jobs tile and Gantt tile would display as shown below: | |
| Figure 2.2d: Side-by-side jobs and Gantt views | |
| 7. Manual Drag-and-drop scheduling | |
| 1. The green wing-tipped objects on the Gantt display the default capacity intervals (Configuration in Section 2.1) or daily work shifts.To schedule a job, click and drag the job to a capacity interval directly adjacent to an eligible resource on the Gantt. | |
| 2. Eligible resources are indicated with a green arrow in the ‘Message’ column of the Gantt chart. | |
| Figure 2.3a: drag and drop a job | |
| 3. After the drag-and-drop, Job WO1 will show up on the Gantt. | |
| 4. To schedule multiple jobs simultaneously using drag-and-drop, hold down the Ctrl key on your keyboard and select the jobs you want to schedule (Jobs grid), then drag them to the corresponding capacity interval on the Gantt. | |
| Figure 2.3b: Example of manual drag-and-drop scheduling | |
| 8. Expedite Job Scheduling | |
| 1. Open the ‘Jobs’ board and the ‘Gannt’ board. Dock the Gantt tile to the right hand side of the screen (Refer to Section 2.2 for steps). | |
| 2. Click on the Jobs tile. Hover over the widgets on the left panel and click on the ‘Job Actions’ widget. This opens the Job Actions tile (Figure 2.4a). | |
| Figure 2.4a: Job Actions widget | |
| 3. Select the job(s) you would like to schedule. To select multiple jobs simultaneously, hold down the Ctrl key on your keyboard and click on the jobs you would like to schedule. | |
| 4. Click the ‘Expedite’ button on the Job Scheduler tile. This button schedules the selected jobs as early as possible on the Gantt (Figure 2.4b). | |
| 5. To unschedule one or multiple jobs, select jobs on the Jobs grid or select jobs from the Gantt (hold down Ctrl on the keyboard to select multiple jobs), and click the ‘Unschedule’ button in the Job Scheduler tile. | |
| 9. Editing Job Information | |
| 1. To edit job information, first click on the ‘Jobs’ Board. | |
| 2. Hover over the widgets on the left panel and click on the ‘Job Details’ widget. | |
| 3. The first job is selected to edit (by default). | |
| 4. Users can edit and update job information such as Customer Name, Job Need Date, Description, Notes, and Production Quantity, by toggling between the various tabs under the ‘Features’ section of the Job Details tile. The Job Name can also be edited by clicking on the name of the job. | |
| Figure 2.4b: Example of Editing jobs | |
| 10. Advancing the clock | |
| 1. This feature (located at the top right corner of the Dropsheets application) is used to update the Dropsheets Clock so that all unstarted activities can be rescheduled to start at or after the newly set clock value; the schedule is adjusted & updated accordingly. The sequence of activities is not affected or changed, rather they are pushed out to adjust for the new date. | |
| 2. To advance the clock to a future date, select the desired date and click on the ‘Advance the Clock’ button. | |
| 3. To advance the clock to the current date that’s set on your computer, click on the ‘Today’ button and then click ‘Advance the Clock’. | |
| 4. To advance the clock to both current date and current time, click the ‘Today’ button, then click ‘Now’ and then click ‘Advance the Clock’. | |
| Figure 2.6: Example of Advancing the clock | |
| 11. Updating Activity Status | |
| An activity is the smallest unit of work to be scheduled. An operation usually has only one activity, unless the operation has been split into multiple activities. The Activity Status Dialog specifies the Production Status, Expected & Reported Quantities, Expected & Reported Time, People allocation, etc. for an operation. | |
| Dropsheets users can access the Activity Status Dialog in either of the following ways: | |
| 1. From the Gantt, right-click on an Operation and select ‘Activity Status’. | |
| 2. At the top left-hand corner of the application, click on ‘Boards’ and then select ‘Activities’ Board. This opens the Activities tile and displays a list of all your activities. Select the activity you want to update, then hover over the icons in the left panel and click on ‘Activity Status’. | |
| 3. In Activity Status Dialog, Users can change the Production Status, report Good or Scrap quantities, report Time for Setup, Run, Post-Processing, and also update the number of people assigned to an activity. | |
| 4. To save your updates, click on the green ‘Save’ button located at the toolbar. | |
| Figure 2.7: Activity status example | |
| 12. Create and Editing Metrics | |
| In Dropsheets, the ‘Metrics’ board is used to create, track, and monitor Key Performance Indicators (KPIs). Metrics can be created from scratch and can be customized per the plant or user’s requirements. Metrics are used in conjunction with Layouts. Layouts contain objects such as columns, row sorting, column positions, and column filters. | |
| 1. To create a Layout, click on the ‘New Layout’ button on the layout toolbar. For ease of use, name the layout with a name that relates to the Metric you’re creating, as there can only be one metric per layout. | |
| 2. As an example, to create the Late jobs metric , first click on the ‘New Layout’ button on the Jobs tile, and name the layout ‘Late jobs’. | |
| 3. To add filters to the metric, Right click on any column in the jobs tile and select the ‘Filter Editor’ option. | |
| 4. The Filter Editor window allows users to filter data using various logic types such as ‘And’, ‘Or’, ‘Not And’, ‘Not Or’, etc. The ‘And’ logic (highlighted in red) is selected by default. To select a different logic, click on the ‘And’ logic - the drop-down menu allows you to pick from the list of logic options. | |
| 5. Click on the Attribute field (highlighted in blue) and select the required attribute from the drop-down menu. For Late Jobs metric, we require the ‘late’ attribute as checked.. | |
| 6. Select ‘Equals’ in the next field. Click the ‘enter a value’ field and enter the word ‘Scheduled’. | |
| 7. Click the ‘Apply’ button and then the ‘Ok’ button. Then click the ‘Save’ button on the layout toolbar to save the metric edit. | |
| Figure 2.8a: Filter editor | |
| 8. Click the metric settings button on the layout toolbar. This opens up the Metric Settings Dialog. | |
| 9. Users can make the metric visible by enabling “Metrics Active’. | |
| 10. Users can change the priority level & color, enable targeting (with tolerances), etc. | |
| 11. To save the settings, click the ‘Save & Close’ button at the bottom right of the dialog. The screenshot below illustrates how the metric would be displayed on the Metrics tile. | |
| Figure 2.8b: Metrics Settings | |
| 13. Label segments | |
| Labels on the Gant determine what information and how much information is displayed on the Gantt at a given time. Activity blocks on the Gantt can be separated into a number of different segments which can display a wide variety of job information. | |
| 1. User Settings for Segments can be accessed and edited from the Workspace Settings tile. To the top-right of the application, click on the ‘admin’ button and then click on ‘Workspace Settings’. This opens up the Workspace Settings tile. | |
| 2. In the left pane, under the Gantt section, click on ‘Segments’. The Segments User Settings window displays the different Segments and options under those segments. | |
| 3. Segment labels that are made active in the User Settings are displayed on the Gantt, and edits/updates made in the User Settings are reflected on the Gantt’s activity blocks. | |
| Figure 2.9: Label Segments | |
| As an example, let’s walk through the process of displaying the Activity Status on the Gantt: | |
| 4. Once you have opened up the Workspace Settings tile, open the Gannt tile as well and dock it to the right of your screen so that changes made in the Segment settings are visible on the Gantt simultaneously. | |
| 5. Click on the ‘Label’ button in the Status Segment section. The Status Segment Label Dialog allows users to search from the available field types to display on the Gannt. | |
| 6. In the search box, start typing ‘status’ and from the suggestions that appear, double-click on ‘Production Status’ under the ‘Activity’ section. The preview section shows how the status would display on the Gantt’s activity block. | |
| 7. Users can also add custom text to display on the Gantt Segment. To add text, enter the text you’d like to display under the label section of the dialog and then click ‘Save’ in the bottom right corner of the dialog. | |
| 8. Click ‘Save’ in the Status Segment section under Workspace Settings. Each activity’s production status will now be visible on the Gantt (see screenshot below). | |
| 9. Steps 1-5 can be followed in a similar fashion for updating the status for other segments as well (Progress Segment, Process Segment, Timing Segment, Attribute Segment). | |
| 2. What-if Scenarios | |
| Creating multiple What-If Scenarios are of significant importance, especially when schedulers want to run simulations of changes in their manufacturing processes and assess the potential impact those changes can have. | |
| What-If Scenarios are useful to simulate changes such as adding overtime capacity intervals, adding additional jobs, adding resources, determining where and when to schedule maintenance for resources, among others. | |
| Dropsheets starts up in ‘Scenario 1’ by default. This is the scenario that user would be first working in. To create a new What-If Scenario: | |
| Figure 3.1a: What-if scenarios | |
| 1. Click on the ‘Scenario 1’ button located towards the top-left corner of the application screen. | |
| 2. Click the ‘+’ or the ‘Copy’ button. This opens up a ‘Scenario Copy’ dialog. Here, users can rename the new What-If Scenario, change it’s identification color, and adjust other settings. | |
| 3. Click ‘Save’ at the bottom right of the dialog. This creates a new What-If Scenario, although keep in mind that the system will not switch to the newly created scenario when you hit ‘Save’. The user would still be working in the initial ‘Scenario 1’. | |
| 4. To switch scenarios, click on the ‘Scenario 1’ button at the top-left corner of the screen, and then click on the ‘Activate’ button in the ‘New What-if_1’ scenario box. | |
| 5. Users can access scenario settings by clicking on the edit button in the Scenario drop-down menu: | |
| Figure 3.1b: What-if scenarios | |
| [a]may need to be changed after Boards logo is fixed. |