Configuration

the configuration section is where you set up important details that help planeus work smoothly across all its features here’s what you can manage in configuration article groups object names units of measurement resource groups calendar gap reasons causes of disruption capacity plans scrap reasons pools locations and departments characteristics object names in object names , you create and define new work steps and processes in your plans "production process" check mark this checkmark represents if this process is a production process you can filter to see only production processes or non production processes more about production process docid oetrhvqxlunrz9rsbrzz colors (process only) in object names, you can set colors that represent different processes in your timeline gantt charts colors (work steps) the colors representing work steps in the manufacturing planning gantt chart depends on your resource group docid\ acbxipcos3d6r5xz1fnbi or article docid 2y9acxkrvsdthfn i u3l , based on your choice in settings docid\ mcscw6cemmikvg wspxzv "external" check mark in object names, you can mark an work step as "external" this doesn’t change how you plan but can help when sending data to your erp system to allow external partners to actually send you update via planeus, you need to mark a resource as "external" that’s what opens up access for external feedbacks more about external partners docid njnrtqbqkunephksj5of resource groups a resource group is one of the powerful features in planeus it’s a way to group machines or people who can all do the same kind of work by using resource groups, planeus can automatically find and assign work to the best available machine or person in the group for example you have multiple welding machines you have multiple employees who can do the same job this keeps your operations running smoothly and helps you avoid bottlenecks more about resource group docid\ acbxipcos3d6r5xz1fnbi you can add resource to a resource group in the master data docid 8jl6suywpv2v2vlvengea section calendar use calendar to add company vacations and public holidays in your plan these dates apply to all resources in your schedule cause of disruptions & disruption cause groups disruption cause groups help you connect certain problems to specific resources for example you might want milling related issues to show up on workbench docid 22 htt1evmvg7saliuhws only for milling machines operators here’s how you set it up go to configuration > cause of disruptions to create groups and add reasons under each one go to configuration > resource groups and use the edit function to link each group of disruptions to the right resource group capacity plan capacity plans restricts the time when your resources are available for work & assignments when creating a capacity plan, you can use a toggle switch to set whether a resource is generally available or unavailable on a specific day the capacity plans you created here can be applied to any resources in the resource master data docid 8jl6suywpv2v2vlvengea time outside this capacity plans will be shown in grey at the resource gantt chart in the manufacturing planning view, so you can easily spot gaps in your schedule