Article

articles, technologies, and process templates article is where you keep all the details about what you make and how you make it this is managed through articles , technologies , and process templates articles an article is any product your company makes or manage it’s the starting point for all your planning in planeus each article will have at least one or more technologies that describe the production steps one or more process templates for processes that happen before or after production how to edit articles when you open the article master data , you’ll see a list of all articles your company has set up click on an article to see its details click the edit icon (the three dot menu) to change its information how to create a new article here’s how to add a new article in planeus click the new article button fill in the article details article number enter manually, or leave it blank for automatic numbering article name this is required article group (optional) helps you categorize articles you can manage article groups in configuration once saved, you can add or link technologies process templates how to duplicate an article if you need to create a similar article click the three dot menu next to the article select duplicate planeus will create a copy of the article, including all linked technologies all process templates this saves time when setting up similar products technology a technology tells planeus how to make an article it lists all the work steps needed for production why use multiple technologies for one article? you might have different methods to produce the same product for example small orders might use a simpler process large orders might need a faster, more automated method planeus lets you define different technologies for each scenario only one technology can be assigned per order item planeus uses the one marked as “standard,” unless you choose a different one how to create technologies you create technologies right inside the article master data for each technology, you can define work step name the name of the task in production setup time time needed to get equipment ready, regardless of quantity duration time required per unit produced resource group group of machines or people who can perform this step specific resource (optional) a particular machine, tool, or worker overlap lets one step start before the previous one finishes buffer time minimum time gap between this step and the next add comments and attachments for each work step, you can also write comments for extra details attach documents or images (like drawings or instructions) these are visible in the workbench , so your team can always access important info during production how planeus calculates production times planeus calculates the production time for each work step using this formula production time = (order quantity × duration) + setup time for example if your order is for 100 pieces, and each piece takes 2 minutes, plus 30 minutes of setup → total time = (100 × 2) + 30 = 230 minutes extra features in technologies technologies also support advanced features such as pools — group of resources that can share tasks parallel resources — extra resources that work alongside the main process characteristics — special rules or attributes for planning cycles — repeated patterns for production tasks process templates a process template defines steps that are happen before or after production — like planning, approvals, inspections, or shipping these steps appear in the timeline view in planeus once an order exists for the article why use multiple process templates for one article? you might have different pre or post production steps depending on customer requirements product types project specifics just like technology, one order item can only be assigned to one process template by default, planeus uses the one marked as “standard,” unless you choose a different one how to create process templates scroll down to the bottom and you can create process templates inside the article master data for each step in a process template, you can define process name duration overlap whether the step can run partly in parallel as the previous one every process template needs at least one work step marked as a production process this links the process template with the production steps in the technology the gantt charts docid oetrhvqxlunrz9rsbrzz add comments and attachments for each process, you can add comments for clarity attach files, such as documents, images, or instructions these are visible in the workbench classic docid 22 htt1evmvg7saliuhws under processes attaching documents you can attach documents directly to articles work steps processes supported file types include bmp, jpeg, jpg, png, tif, tiff, odp, pps, ppt, pptx, ppsx, ods, xlr, xls, xlsx, xlsm, csv, doc, docx, odt, pdf, rtf, txt these files are also available in the workbench so your team has the info they need on the shop floor