Planning Processes Page
The Planning Processes page manages the processes for a job, which are derived from the calculation lines. The view contains the essential information for:
- work and duration
- predecessor / successor relationships
- restriction types
This page will not contain any lines until the Planning Processes have been completed (see Job Process Planning and Scheduling).
In the Planning Processes page, a significant number of fields are populated with values from the Job Planning and Processing page. Therefore, the following table does not provide a complete description of each field.
Fields on the Planning Processes page
|Planning Status||Indicates the current state of the WBS position. The options are Planning, Release, and Finished.|
|Process ID||Indicates the unique process number assigned to the WBS position (see Process Logic).|
|Predecessor ID||Creates links between WBS positions (see Process Logic).|
|Predecessor / Follower||Indicates the hierarchical link between WBS positions (see Process Logic).|
|Description||Defaults from the Job Planning and Processing page.|
|Comment General||Indicates if a job comment line with Comment Type = General exists for the WBS position.|
|Milestone||If selected, the WBS position is set for milestone processing.|
|MSP Interface||Indicates a mapping to Microsoft Project (see Microsoft Project Integration).|
|Work Quantity / Work Format||Identifies the amount of time to complete the WBS position.|
|Duration Quantity / Duration Format||Identifies the length of time to complete the WBS position.|
|Constraint Type / Constraint Date / Constraint Minutes||Affect the calculation of the start and end dates for the planning process (see Process Logic).|
|Start||Indicates when processing for the WBS position is set to begin.|
|Finish||Indicates when processing for the WBS position is set to end.|
|Signal Conflict / Signal Conflicts||Indicates with symbols or letters if there is a conflict with dates or resource availability (see Detect Conflicts).|
|Work Not Planned Hours||Displays the number of hours that have not been planned; that is, resources that have not yet been allocated (see Assign Planning Resources).|
|Assigned Resource No.||Displays the resources that have been assigned to the WBS position (see Assign Planning Resources).|
|Assigned Capacity %||Displays the total capacity percentage assigned to the WBS position (see Assign Planning Resources).|
|Work Planned Hours||Displays the number of hours that have been planned; that is, resources have been allocated (see Assign Planning Resources).|
|Effort driven||Controls if the process, start date or end date should be limited by their planned availabilities (see Calculation of Schedule Entries).|
|Schedule Type||Determines how capacity is planned (see Scheduling and Schedule Types).|
|Scheduled Hours||Displays how many hours have been scheduled for this planning process.|
|Scheduled Freeze||If selected, planning for the WBS position is stopped regardless of the Schedule Type. The planned times for this position will not be changed during the planning process.|
|% Complete||Indicates the current stage of completion for the WBS position.|
|Assigned Resources||Indicates if resources have been assigned to the WBS position (see Assign Planning Resources).|
|Buffer Finish Days||Indicates the number of days that can be used as a buffer for the ending date.|
|Buffer Start Days||Indicates the number of days that can be used as a buffer for the starting date.|
|Deadline||Indicates a specific date when the WBS position must be completed.|
|Early Finish||Displays the earliest possible time of planning for the end of the process.|
|Early Start||Displays the earliest possible time of planning for the start of the process.|
|Finish Time||Displays the finish time if start and end times are specified in planning for the WBS position.|
|Hours after Finish||Displays how many hours were designed after the scheduled end.|
|Hours Fixed||Displays how many hours are planned for this position, with Scheduling Type = Fixed.|
|Hours Planned||Displays how many hours are planned for this position, with Scheduling Type = Planned.|
|Hours Simulated||Displays how many hours are planned for this position, with Scheduling Type = Simulated.|
|Job No.||Defaults from the Job Planning and Processing page.|
|Late Finish||Displays the last possible time of planning for the end of the process.|
|Late Start||Displays the last possible time of planning for the start of the process.|
|Lead Time Calculation||Indicates the lead time calculation (for example, 2W for two weeks) to be used for planning a component.|
|Minutes at Finish||Displays the time offset at the end of the process to the end date.|
|Minutes before Start||Displays the time delay on the start date.|
|No.||Defaults from the Job Planning and Processing page.|
|Outline Code||Defaults from the Job Planning and Processing page.|
|Performed Hours||Indicates the number of hours posted as usage in the Job Ledger Entries.|
|Person Responsible||Identifies a person (resource) that is responsible for the WBS position.|
|Planned Capacity %||Identifies the assignment of planned capacity. 100% corresponds to one person.|
|Priority||Indicates a numeric level of importance of the WBS position.|
|Priority Option||Indicates the level of importance of the WBS position. The options are None, Middle, High, Very high, and Top.|
|Process Channel||Processes are created if the calculation position is linked with a process channel. The options are:
- Work: Processes will be created with Work and Duration.
- Lead time: Processes are created only with Duration.
- Structure: Processes are created without Work and Duration.
|Process No.||Identifies the unique process number assigned to the process line.|
|Process Type Fixed …||Specifies which base to fix in calculations. The options are Units (by planning resources), Work, and Duration.|
|Quantity||Indicates how many units of the component should be planned.|
|Scheduled Early Days||Displays how many days are too early for real scheduling.|
|Scheduled Early Start||Displays the earliest planning date for the process.|
|Scheduled Late Days||Displays how many days are too late for real scheduling.|
|Scheduled Late Finish||Displays the latest schedule for this process.|
|Signal Backward||Displays a signal if the planning direction is backward.|
|Signal Forward||Displays a signal if the planning direction is forward.|
|Sorting No.||Creates a custom sort order for the WBS positions.|
|Start Time||Displays the start time if start and end times are specified in planning for the WBS position.|
|Summary Finish||Displays the planned ending date for a summary task.|
|Summary Start||Displays the planned beginning date for a summary task.|
|Time Entry Hours||Indicates the number of hours that have been posted in the Time Entry Job Journal for the WBS position.|
|Type||Defaults from the Job Planning and Processing page.|
|Unit of Measure Code||Defaults from the Job Planning and Processing page.|
|WBS||Defaults from the Job Planning and Processing page.|
|Work Overplanned Hours||Display how many hours were planned in excess; that is, too many planning resources have been assigned.|
|Work Type Code||Defaults from the Job Planning and Processing page.|
The action bar includes menus that contain actions specific to COSMO Project Manufacturing. The actions in each menu are described in the following table.
|New||New Process||Creates an entry in the hierarchical processing structure. For more information, see Job Process Planning and Scheduling.|
|n/a||Delete||Deletes the selected process line.|
|Process||Chain||Sets the link between predecessors and followers.|
|Planning Setup||Opens the Job Planning Setup page, which is defaulted from Standard Planning Setup and can be changed for individual Job planning parameters.|
|Release||Releases a WBS position for planning processes.|
|Finish||Finishes the planning process for the WBS position.|
|Scheduling||Schedule Process / Schedule Processes||The following actions plan processes for WBS positions without calculating predecessors and successors:
- Schedule Process
- Schedule Simulated only
For more information, see Calculation of Schedule Entries.
|Delete Schedule Entries||Deletes existing planning entries.|
|Resources||Resource Availability||Opens the Planning Res. Availability page, which displays availability for the resource in a matrix view (see Availability Overview).|
|Resource Allocation||Opens the Planning Res. Allocation page, where resources can be assigned to WBS planning positions (see Resource Allocation).|
|MSP Interface||MS Project Import / MS Project Export / MSP Codes||These actions are used with the Microsoft Project integration. For more information about setting up these actions, see Microsoft Project Integration.|
The actions on the Actions menu are described in the following table.
|Structure||New Process ID||Recalculates Process IDs that are out of order due to inserted processes. For more information, see Job Process Planning and Scheduling.|
|Sorting||Chance sorting / Up / Down||Changes the sorting of the lines:
- Chance sorting: changes the sorting key from the WBS Position field to the Sorting No. field and vice versa.
|Schedule||Schedule Simulated only||Plans processes for WBS positions with Schedule Type = Simulated without calculating predecessors and successors.|
|Schedule (with links)||Processes effort driven / Processes never effort driven||Plans processes for linked WBS positions:
- Processes effort driven
- Processes never effort driven
For more information, see Calculation of Schedule Entries.
|Update Scheduling||Simulated to Planned / Fix all and release / Planned to Fixed / Fixed to Planned / Planned to Simulated||Updates the Schedule Type in the lines in the Job Scheduled Entries page:
- Simulated to Planned: Changes the Schedule Type from Simulated to Planned in the scheduled lines.
- Fix all and release: Changes the Schedule Type to Fixed and changes the status to Released in all scheduled lines.
- Planned to Fixed: Changes the Schedule Type from Planned to Fixed in the scheduled lines.
- Fixed to Planned: Changes the Schedule Type from Fixed to Planned in the scheduled lines.
- Planned to Simulated: Changes the Schedule Type from Planned to Simulated in the scheduled lines.
For more information, see Scheduling and Schedule Types.
The actions on the Related menu are described in the following table.
|Planning||Process Card||Opens the Job Position Card page, which provides a card view of all the information in the Planning Processes page for the selected WBS position.|
|Job Team||Opens the Job Team page, which displays all planning resources assigned to the job.|
|MS Project||MSP Codes||See Action Bar.|
|MSP Lines||Used with the Microsoft Project integration. For more information about setting up these actions, see Microsoft Project Integration.|
|MS Project Import / MS Project Export||See Action Bar.|
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