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
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 or Article, based on your choice in Settings .
"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
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
You can add Resource to a Resource Group in the Master Data 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 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.
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.