[space] Help Center EN
[title] Planning Objects
[path] /
# What are Planning Objects?
In planeus, **Planning Objects** are the building blocks of your entire planning process. They help you organize everything from high-level projects down to individual production steps.
Planning Objects are structured in a **hierarchy**, meaning each level contains details and objects beneath it.
# Why are they called Planning Objects?
Every company uses different terms and has unique workflows.
Instead of locking into rigid concepts like “job”, “work order”, or “batch”, planeus uses the concept of **Planning Object** so everyone can match it to their own terminology and processes.
This flexibility means that no matter how your operations are structured — planeus can fit right in with the way you already work.
# Types of Planning Objects
Here’s how the Planning Objects fit together in planeus:
### Projects
- The top-level container in planeus.
- A Project includes the customer name and can contain as many Order Items as you need.
### Order Items
- Define **what articles** need to be produced, **how many**, and **by when**.
- You also set planning parameters here, like whether to plan **forward** from today or **backward** from the delivery date.
### Production Orders
- Automatically created from Order Items.
- If the article in an Order Item has multiple assemblies, planeus creates a separate Production Order for each one.
### Work Steps
- Generated automatically based on the **Technology** linked to the article in the Order Item.
- Represent the individual steps in the production process.
### Processes
- Created automatically from the article’s **Process Template** in the Order Item.
- Represent tasks that happen **before or after production**, like design, purchasing, or shipping.
:::hint{type="warning"}
### When are these Objects Created?
- **Production Orders, Work Steps, and Processes** are only created once the Project or its Order Items are scheduled.
- Before scheduling, you will not see these objects in the system.
:::
[title] Installer
[path] Master Data/Resources/
In planeus, an **Installer** is a special type of [Parallel Resources](docId:5E4pJD__vvYxLpkIc3oha) used for setup or preparation work that happens at the same time as a production step.
When you mark a resource as an Installer:
- Its task will **start together** with the main Work Step, but** end after a certain duration.**
- planeus makes sure both the main task and the Installer are available at the same time before scheduling.
## Use Cases for Installers
The Installer feature is especially helpful in industries where partial manual setup or short manned operations are critical for an otherwise automated process, such as:
- **Pharmaceutical Manufacturing**
- Certified specialists need to set up, load, or verify equipment before each production
- **CNC &** **Highly Automated Industries**
- Qualified engineers are required to setup the machine or switch tools before a long, automated operation.
- Qualified technicians are required to calibrate machines or robotics systems before starting high-precision tasks.
- **Food Processing**
- Operators may need to clean and prepare equipment between batches to meet hygiene standards.
- **Aerospace Production**
- Specialized engineers might configure or inspect machinery before a critical manufacturing step.
## Rules for Moving Installers in the Gantt Chart
If you move a Work Step with an Installer and it partially overlaps unavailable time:
- planeus suggests alternative resources, if possible.
- If there’s no alternative or availability, planeus might **shorten the Installer’s time** to fit the new schedule.
If you switch the resource for an Installer in the detail panel:
- The duration of the Installer might change if the new Resource isn’t available the full time.
- If the Installer’s time was shortened earlier, planeus will keep the same duration on the new Resource.
[title] Characteristics
[path] Master Data/Article/
In planeus, **Characteristics** let you define special properties for both Technologies (routing and steps) and Resources (e.g., machines, tools, people..).
These properties help planeus make smarter planning decisions and ensure only suitable resources are used for certain tasks.
## Why Use Characteristics?
Characteristics are powerful because they help you answer questions like:
- **Can this machine handle this part’s weight?**
- **Is this tool suitable for this material?**
- **Should I produce all white parts before black ones to reduce cleaning effort?**
They ensure planeus avoids planning work on resources that can’t handle the job.
# Types of Characteristics
planeus offers three types of characteristics:
### Physical Characteristics
Define measurable properties like weight, length, area, or volume.
For Physical Characteristics, you’ll choose:
- The type (e.g. Weight, Length)
- Units of measure (e.g. kg, meters)
### Free Characteristics
Custom properties you define however you need — for example, “material type” or “surface finish.”
### Characteristics for Sequence
Help control the **sequence** in which work steps should be scheduled, like planning colors from light to dark.
## Physical & Free Characteristics
### How They Work
- You can assign Physical or Free Characteristics to both **Resources** and **Technologies**.
- During planning, planeus checks whether the characteristics of the resource match those required by the Technology.
- If a resource doesn’t fit, planeus **excludes it from planning.**
### Example: Physical Characteristic
Imagine you have a lift table (resource) that can handle up to 3 tons, and planeus ensures only parts **under 3 tons** are scheduled on that lift table.
- In the resource data, you set the characteristic **Weight** to a max of 3 tons.
- In the Technology, you define the part’s weight.
:::hint{type="info"}
planeus handles unit conversions automatically if your Resource and Technology use different units of measurement.
:::
### Example: Free Characteristic
Free Characteristics work the same way, but they’re fully customizable.
For example:
- You might define a characteristic **Material Type** with properties like “Steel,” “Aluminum,” or “Plastic.”
- If a resource is only suitable for steel, planeus excludes it from jobs using other materials.
## How to Create Characteristics
Go to **Configuration > Characteristics** to create your own characteristics.
# Rules for Planning
When planeus schedules tasks, it follows these rules:
| Scenario | Can Resource Be Planned? |
| ------------------------------------------------------- | ------------------------ |
| Resource has the same characteristic and matching value | ✅ Yes |
| Resource has **no characteristics** | ✅ Yes |
| Resource has same characteristic but **wrong value** | ❌ No |
# Assigning Characteristics
You can assign characteristics in two places:
### In Resources
- Go to the **Resource Master Data**.
- Add characteristics and set values (e.g. “Weight ≤ 50 kg”, “Material = Steel”).
Example:
Create machine can only handle *metal* parts up to* 50 kg*.
### In Technologies (Articles)
- Go to the **Article Master Data**.
- Edit article’s Technology.
- Assign characteristics and define the needed values.
planeus then ensures only resources with matching capabilities are considered for planning.
### How planeus Uses These Characteristics
When you choose resources in a Technology or schedule production, planeus checks whether the **characteristics of the resource match those defined in the Technology**.
- If a resource **matches** the characteristics → it can be used.
- If a resource **does not match**, planeus automatically excludes it from planning.
:::hint{type="warning"}
### Important Rule
**Characteristics exist to exclude unsuitable resources.**
How it works:
- planeus compares the characteristics of the Technology and the Resource.
- If the values **conflict** (i.e. don’t match), planeus hides those resources during planning so they won’t be used by mistake.
- Resources that have **no characteristics assigned** are still allowed and remain visible for planning.
:::
## Sequence Characteristics
Sequence Characteristics help you plan work steps in a specific **order** based on certain properties.
For example, in a painting process, you might want to paint light colors before dark colors to reduce cleaning time.
### How to Set Up Sequence Characteristics
- Go to **Configuration > Characteristics**.
- Create a characteristic like **Color** and define a sequence:
- 1 = White
- 2 = Yellow
- 3 = Green
- 4 = Blue
- 5 = Black
- In the Technology, assign a characteristic value (e.g. Yellow) to the Work Step you want to apply.
### How It Works in Planning
- When you schedule multiple Order Items at once, planeus arranges them in the defined sequence.
:::hint{type="warning"}
To use sequence planning correctly:
- All orders must be scheduled **Forward** (not backward).
- Throughput Time optimization should be turned off.
- Characteristics for Sequences cannot work with lower-level articles in assemblies. planeus only considers the top-level Technology in assemblies.
:::
## Document Attachments
planeus lets you attach files to any characteristic-related records, so your team always has the right documents, images, or instructions available in the Workbench.
## Key Takeaway
**Characteristics in planeus help you plan smarter by ensuring that only suitable resources are used for specific tasks.** They keep your planning accurate, safe, and efficient — no matter how complex your operations are.
[title] Attendant Resources
[path] Master Data/Resources/
The **Attendant Resources** feature in planeus helps you plan for resources that need to stay with a job throughout several production steps.
Think of it like this: sometimes you need a special tool, rack, or piece of equipment that must stay with a product as it moves through multiple processes. Attendant Resources make sure that happens without any gaps or conflicts.
# What are Attendant Resources?
- Attendant Resources are used **across multiple Work Steps** without being assigned to other tasks in between.
- They start at one Work Step and continue until a defined end Work Step.
- Any **buffer time** set for the end step is included in the planning.
## Example
Imagine a **transport rack** is needed to follow an Article through the following projects:
- Turning
- Milling
- Gluing
- Drying (as Buffer Time)
This rack is reserved for the entire process and can’t be used elsewhere during this time.
# How to Set Up Attendant Resources?
## Enabling a Resource as an Attendant Resource
- Go to **Resource Master Data**.
- Mark the resource as an **Attendant Resource**.
- Only these marked resources can be selected as attendant in a Technology.
:::hint{type="danger"}
You **cannot** convert an existing regular Resource into an Attendant Resource if it has:
- **Capacity Plans**
- **Gap entries**
You’ll need to remove those connections first.
:::
# Using Attendant Resources in Technologies
- Go into the **Technology** of an article in the Article Master Data.
- Use the **three-dot menu** to add an Attendant Resource.
## Rules
- You can assign **multiple Attendant Resources** in one Technology.
- Only resources marked as “Attendant” can be chosen.
- Attendant Resources **cannot also be regular or parallel resources** in the same context.
- You must set a **Start** and **End Work Step**.
- The Start Step cannot come after the End Step.
## Restrictions
Attendant Resources **will not have** the following features:
- Capacity Plans
- Gap entries via the Gap List
- Frozen Zone assignments
- Allowing feedback reports
- Reports on daily available hours
- External resource designation
# Deleting Work Steps with Attendant Resources
Deleting Work Steps connected to Attendant Resources is **not always allowed.**
## Rules
- A Work Step linked to an Attendant Resource **cannot be deleted.**
- A Work Step with successors linked to Attendant Resources **cannot be deleted.**
- A Work Step and its successors **can be deleted** if they’re not linked to any Attendant Resources.
If you cannot delete it, planeus will either:
- Not showing the delete button, or
- Shows a warning like: **“This Work Step cannot be deleted. Deleting it would affect Attendant Resources.”**
# How Attendant Resources Show Up in Planning
- Attendant Work Steps are **marked during planning.**
- In the **Planning Objects Detail Panel**, they appear in a dedicated section.
# Gantt Chart Behavior
- Attendant Resources **move along with the primary Work Step** if you adjust the schedule.
- You **cannot move them independently.**
- planeus recalculates the duration of the Attendant Resource if you move the primary step.
# Plan Conlictless
When you use the feature **“Plan Conlictless,” **planeus checks Attendant Resources for availability to avoid scheduling clashes.
## View in the Workbench
In the Workbench (both versions), Attendant Work Steps are shown as **informational details** for staff.
For example:
- If a Work Step overlaps with an Attendant Resource, it’s highlighted in the Workbench’s detail view.
:::hint{type="danger"}
**You cannot enter feedback for Attendant Work Steps** since they’re excluded from all Workbench filters.
:::
## Reporting
Attendant Resources and their Work Steps are **excluded** from the following reports:
- Work Step Feedback
- Downtime/Machine
- Machine/Downtime
- Capacity Utilization
- Overall Equipment Effectiveness (OEE)
- Scrap Reasons/Machine
- Machine/Scrap Reasons
- Daily Resource Availability
Attendant Resources help ensure that critical equipment or tools stay dedicated to your products through multiple steps, keeping your production smooth and avoiding planning conflicts.
[title] Multi-Functional Resources
[path] Master Data/Resources/
The **Multi-Functional Resources** feature in planeus lets you assign one machine or person to **multiple Resource Groups**.
This is super helpful when:
- A person has several skills or certifications.
- A machine can do different kinds of jobs.
# How a Multi-Functional Resource works?
- In**Technology**, you pick the Resource Group you need for a specific Work Step.
- planeus then automatically schedules the work on any Resource **linked to that Resource Group**.
- In the **Resource Gantt Chart**, you can see all the Resource Groups each person or machine belongs to.
- You can easily move Work Steps between groups to adjust your plan.
# Example with Employees
Let’s say Mr. Miller is an employee who’s skilled as:
- A **Technician**
- A **Certified Electrician**
In planeus, you put Mr. Miller into **both Resource Groups**.
So that planeus will consider him for jobs in any of those areas when generating a plan.
# Example with Machines
Let’s use an easy example: **Printers** in a factory print shop.
**Your Resource Groups:**
- Color printers
- Black & White printers
**Your machine specifications**
| Machine | Resource Groups Included |
| ------------------------- | -------------------------------------- |
| Printer A (color) | Color printers, Black & white printers |
| Printer B (color) | Color printers, Black & white printers |
| Printer C (black & white) | Black & white printers |
| Printer D (black & white) | Black & white printers |
Here’s how planeus would plan:
- **If you need to print color documents:**
- In Technology, you choose the Resource Group “Color printers.”
- planeus **will only schedule **the job on Printer A or B, because those can handle color.
- **If you need to print black & white documents:**
- You choose “Black & white printers.”
- planeus can use **any printer** in that group — A, B, C, or D, whichever is available.
### Why It Matters
This feature gives you flexibility and smarter resource utilization. It ensures:
- Highly specialized tasks only go to the right resources.
- General tasks can use a broader pool of available resources, keeping production running smoothly.
The **Multi-Functional Resources** feature helps you adapt quickly to different production needs while making the best use of your people and equipment.
[title] Fixed Start Dates
[path] Planning Objects/
The **Fixed Start Date** feature lets you ensure certain Work Steps always start on a specific date and time, keeping your schedule aligned with important deadlines or external requirements.
# How to Set a Fixed Start Date
Here’s how:
1. Open the Technology for your Order Item by clicking the **pencil icon**.
2. Find the Work Step you want to fix.
3. Check the box for **Fixed Start Date** and enter the desired date and time.
4. Complete the rest of your Order Item details.
5. Click **Create Project**.
You can **enter a fixed start date** either:
- When creating a new Technology in an Order Item.
- When editing the Technology of an existing, **unscheduled** Order Item.
# How you plan with a Fixed Start Date
When you schedule an order with a fixed start date:
- planeus **starts planning from the fixed date and time** of your selected Work Step.
- That Work Step becomes the **anchor** for the entire schedule.
- planeus plans:
- **Preceding Work Steps backward** from the fixed date.
- **Following Work Steps forward** from the end of the fixed Work Step.
:::hint{type="warning"}
* When planning with a fixed start date, the **schedule direction (Forward, Backward) will be ignored.**
* You cannot apply throughput time optimization in this case.
:::
## What planeus will check
Even with a fixed start date, planeus will still check:
- Capacity plans
- Resource availability
- Weekends and holidays
Your fixed start date might shift if:
- The chosen date **falls on a non-work day.**
- There’s** no capacity available **in a Resource.
- The Resource is already occupied (unless you use **Plan anyway**).
- If Parallel Resources are involved, their capacity is unavailable for the entire duration.
### Notes for Assemblies
- You can only set a fixed start date in the **Technology of the main article**.
- Fixed start dates **can’t be assigned directly** **to sub-assemblies**.
### How Fixed Start Dates Appear in the Gantt Chart
- A **calendar icon / calendar with a check mark icon **on the Gantt chart means that work step has a fixed start date.
- After scheduling, you can still **manually move** these Work Steps like any other task. They behave the same as normal Work Steps once planned.
**Fixed start dates** help you ensure key production steps happen exactly when needed — but planeus still keeps an eye on capacity and availability to avoid conflicts.
[title] Dashboard
[path] /
The Dashboard in planeus isn’t just any dashboard.
It’s a Dashboard** that qualifies your future.**
****
By taking data from your future schedule and quantifing them with KPIs, it is one of the most innovative way to turn blurry, experience-based outcome guesstimations, to **realistic, measureable, and improvable metrics**.
# What the Dashboard shows
The planeus Dashboard gives you an automated verdict **on how well your hypothetical operations **are expected to perform at a future point in time.
In Dashboard, everything you see — numbers, charts, lists — is based directly on your planning data, that means you can instantly spot upcoming bottlenecks, detect issues early, and make smarter decisions way **before** **your 1st operation begins.**
# Types of Dashboard Cards
The planeus Dashboard offers different cards to help you keep track of your operations:
- **KPIs / Facts** — Calculated metrics to monitor how your plan is expected to run.
- **Charts** — Visual representations of trends, capacities, and utilization.
- **Lists** — Up-to-date data, like active orders or work steps.
:::hint{type="info"}
**Note:**
Which Dashboard cards are available depends on your **Dashboard Profile**.
You can manage them in **User Management**.
[More about Dashboard Profile](docId\:QXMRgSTyv7fHAvLZv8sHj)
:::
## Time period for KPIs and charts
Data on KPI and Chart cards is always shown for a specific **time period** combined with any filters you apply. Available time periods include:
| Code | Time Range Description |
| ---- | ---------------------- |
| D | Today |
| W | The next 7 days |
| M | The next 30 days |
| D100 | The next 100 days |
| Y | The next 365 days |
| YN | The next calendar year |
## List cards
- List cards display **live data** like current orders or tasks.
- Clicking on a list item takes you directly to its detailed view for more information.
## Drill-Down about KPIs
For KPIs such as **On-Time Delivery** and **Process Efficiency**, you can view the underlying data:
- Click the **blue triangle **on the dashboard tile.
- A list appears showing the detailed records behind the KPI calculation.
- From this list, click any entry to jump straight to the corresponding planning object.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/jFEkTXXeSj8wv9dkGau-R_image.png" size="92" width="912" height="292" position="flex-start" showCaption="false"}
## Add a Tile to your Dashboard
To adjust your Dashboard:
- Click the **Plus icon** in the lower right corner to add a new tile.
- Choose a tile type (KPI/Fact, Chart, or List) and set its topic and parameters.
:::hint{type="info"}
**KPI/Fact cards **will always appear at the **top of the Dashboard** for quick visibility.
:::
# Customizing Dashboard Cards
Once you add a card to your Dashboard, you can adjust its topic and further settings to fit your needs.
Click the **three-dot icon** on any cards to:
- Edit the tile’s settings
- Duplicate the card
- Delete it
- Move it around
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/F5mP65vpmooqfIljBt8sD_image.png" size="70" width="513" height="269" position="flex-start" showCaption="false"}
# Understanding the different Cards
Here’s what the various Dashboard Cards show:
## Chart Card — Capacity Utilization
This chart displays the **capacity utilization** over time for a specific resource or Resource group.
**Color Coding:**
| Color | Meaning |
| --------- | ------------------------- |
| 🟩 Green | Less than 75% utilization |
| 🟨 Yellow | 75% – 95% utilization |
| 🟧 Orange | 95% – 105% utilization |
| 🟥 Red | Over 105% utilization |
Bars **at 100% in light gray** mean the resource is **completely unavailable**.
:::hint{type="warning"}
For Resource Groups, unavailable times appear only when **every resource in the group is unavailable at the same time.**
:::
## KPI — Conflicts
- This tile counts all conflicts that affect a resource or resource group within the selected time frame.
- Only conflicts of the type **“Resource Overload”** are included.
## KPI — Process Efficiency
- The **Process Efficiency** metric measures how efficiently production is planned.
- It’s calculated as:
```tex
\text{Process Efficiency}
=
\dfrac{
\raisebox{5pt}{\text{Total time of all Work Steps}}
}{
\text{Total planned duration of the Production Order}\rule{0pt}{13pt}
}
```
- It includes all Production Orders that **touch the selected time range**, not just those fully within it.
- A Production Order is included if **at least one Work Step is scheduled** on the selected resource or group.
- **Parallel Work Steps** on other resources are **not counted** in this calculation.
- Completed Production Orders are **not included**, since this KPI focuses on **active planning** rather than past performance.
## KPI — On-Time Delivery
- This KPI measures how closely planned finish dates match delivery dates.
- Only **active Order Items** are considered, because this metric assesses **current planning** rather than completed work.
## KPI — Capacity Utilization
- This KPI shows the **average workload** of a resource or Resource group compared to its availability during a specific time frame.
:::hint{type="info"}
For Resource Groups, planeus first calculates utilization for **each Resource individually, **and then take the **average results **within the Resource Group.
:::
**How it's calculated:**
```tex
\text{Utilization}
=
\left(
\dfrac{
\raisebox{1pt}{\text{Occupied Time}}
}{
\text{Available Time}\rule{0pt}{10pt}
}
\right)
\times
100\%
```
- **Available Time** is determined by:
- Total period
- Minus breaks from capacity plans
- Minus gaps listed in the Gap List
- Minus holidays
- **Occupied Time** comes from all Work Steps scheduled during the selected period.
:::hint{type="success"}
**Dashboard cards** provide clear, measurable insights into how your production plan is expected to perform, help you plan proactively and keep your operations running smoothly!
:::
[title] Work Step Master Data
[path] Master Data/Article/
The **Work Step Master Data** shows you all the Work Steps stored in your Technology Master Data.
This overview helps you quickly check details like:
- Which Work Steps exist across your technologies
- Which resources are assigned to perform each Work Step
It’s a handy way to keep track of your production processes and ensure everything is set up correctly.
# How to add a new Work Step
To add a new Work Step name (e.g. Cutting, Assembly) to the system:
- Go to [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP)**.**
- The click on **Object Names **to create or edit the list of selectable Work Steps.
:::hint{type="info"}
This is just the **name **of the Work Step.
The actual properties and details of a Work Step are defined within the Article's Technology.
:::
[title] Master Data
[path] /
**Master Data** is the backbone of planeus and also make it more than just a planning system.
Here, you can manage and sychronize all the key information you need for planning and managing your operations.
This means:
- For users **who're jsut starting to build their digital systems,** planeus can manage all production data digitally without relying on external systems to keep your operations running smoothly.
- For users **with a higher digital maturity**, planeus can sync with existing enterprise systems (such as ERP and BI) via integrations and transform them to operational and actionable data, while the managment team can focus on cost calculations and financial tracking — giving your teams the best data to work with. [More about Integration & APIs](docId:16NW_wLHYSfFWfbaDveK9)
planeus includes the following Master Data with each of them comes with their own tab:
- **Articles Master Data**
- **Process Templates Master Data**
- **Technologies Master Data**
- **Work Steps Master Data**
- **Resources Master Data**
- **Resource Priority Master Data**
- **Customers Master Data**
- **Materials Master Data**
Other foundational details, like units of measurement, article groups, and resource groups, are managed under [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP).
[title] Article
[path] Master Data/
# 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:
1. Click the **three-dot menu** next to the article.
2. 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.
:::hint{type="info"}
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:
```tex
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 **
On the planning Gantt charts, you’ll also see a few other types of times:
**Occupied Time**
The total time the operation takes — shown as the full length of the bar in the schedule.
**Actual Time**
The real time reported back from the shop floor.
:::hint{type="warning"}
The **shortest possible occupied time **is **1 second.**
If the calculated planned time is less than 1 second, it will be automatically rounded up to 1 second.
:::
## 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
:::hint{type="info"}
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.
:::hint{type="warning"}
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. [More in Plan with Gantt chart](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
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/At0IRWV2tH6rQIh02ydPp_image.png" size="74" width="597" height="443" position="flex-start" darkWidth="597" darkHeight="443" showCaption="false"}
These files are also available in the **Workbench** so your team has the info they need on the shop floor.
[title] Reporting
[path] /
# Learn from your past to improve the future
**Reporting **helps you see how your production really worked, spot trends, and identify areas for improvement.
By comparing real historical data to your past production plan, you can know how effective your past decision was, make smarter decisions and keep your operations running smoothly.
## What Can You See in Reporting?
You’ll find all reports under the **Reports** section in the main menu. Depending on your licenses, you can access a range of reports like:
| Report | What It Shows |
| ------------------------------------- | -------------------------------------------------------------------------------------------------- |
| Process Feedback | Lists feedback for Processes. |
| Work Step Feedback | Lists feedback for Work Steps. |
| Material Demand (Detailed) | Detailed list of materials needed for all Orders Items and Work Steps. |
| Material Demand (Grouped) | Groups material needs by type. |
| Disruptions / Machines | Chart showing which disruption happened on which machine. |
| Machines / Disruptions | Chart showing which machine experienced which disruption. |
| Planned vs. Actual Times (Processes) | Compares planned times for Processes with actual times from feedback. |
| Planned vs. Actual Times (Work Steps) | Compares planned times for Work Steps with actual times from Feedback. |
| Capacity Utilization | Graph showing how busy Resources were versus their availability over time. |
| Overall Equipment Effectiveness (OEE) | Measures how effectively a resource was used, factoring in availability, performance, and quality. |
| Scrap Reasons / Machine | Chart showing Scrap reasons linked to specific machines. |
| Machine / Scrap Reasons | Chart showing machines and the types of rejected Scrap they produced. |
| Daily Resource Availability | Shows where Resources had overcapacity or undercapacity each day. |
| Schedule Adherence | Measures how closely actual completion dates matched planned delivery dates. |
| Process Efficiency | Compares total run times of work steps against the entire Production Order duration. |
## Organizing Your Reports
You can group your reports into **tabs** on the start page for easier access:
- Click the **plus (+)** icon.
- Enter a name for your new tab.
- Add the reports you want to keep handy
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/mB84WXqg7F1SnGtu_wyP5_image.png" size="34" width="347" height="194" position="flex-start" darkWidth="347" darkHeight="194" showCaption="false"}
# Helpful Features in Reporting
planeus makes it simple to customize and work with your reports. Here’s what you can do:
## Change time units
- Click the **gear icon** to adjust how time units appear in your reports (minutes, hours, etc.).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/b1IwClvbC2RaBYxpEE75i_image.png" size="34" width="259" height="189" position="flex-start" darkWidth="259" darkHeight="189" showCaption="false"}
## Show sums
- Click the **sum icon** to display a row of totals above your report list.
- Totals reflect whatever data is visible after applying filters.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/etHQI4frbnVdIaowFBZjq_image.png" size="88" width="794" height="466" position="flex-start" darkWidth="794" darkHeight="466" showCaption="false"}
# Saveable Filters
The filters are saved per user.
# Export your reports
- Click the **Export** button in the upper-right corner of any report.
- Export data as a **CSV file** or save charts as **PNG images**.
:::hint{type="success"}
**Pro tip:**
For the best results when exporting to Excel, make sure planeus, your operating system, and Excel itself **are set to the same language. **
:::
# What kind of Reports are there?
Here’s how some important reports calculate their results:
## Report: Daily Resource Availability
Shows where your Resources have **too much or too little capacity **on each day.
:::hint{type="warning"}
To use this report, you need to **first **enable it for the Resource under **Resource Master Data**.
You also need to set a **Capacity Factor** for accurate calculations.
:::
**Calculation:**
```tex
\text{Available Capacity} = \bigl( \text{Available Min.} - \text{Scheduled Min.} \bigr) \times \text{Capacity Factor}
```
**Color Codes:**
- **Negative times **are shown in **red**.
- **Values over 10 hours** are shown in **green**.
**For example:**
- **Available capacity: **8 hours
- **Already scheduled:** 1 hour
- **Capacity factor: **4
```tex
(8 - 1) \times 4 = 28
\quad \\\\ \text{Total Capacity} = 8 \times 4 = 32
```
Report: Schedule Adherence (Historical)
---------------------------------------------
Helps track whether work was completed on time:
- **For Order Items:**
Measures the date an order was marked “Completed” against its planned delivery date.
→ If finished early, the deviation will be in 0.
- **For Work Steps:**
Measures the completion date against the planned end date.
Tolerance Settings
In [Administration → Settings → Reporting](docId\:MCScW6CEMmikvG-WSpxzV), you can define a time tolerance (in hours).
- Orders or Work Steps completed within this tolerance are marked **“On Time.”**
- The deviation value remains unchanged, but:
- **Green** = On time
- **Red** = Late
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/aPcL171fYJiLGz_XjswHo_image.png" size="70" width="1642" height="574" position="flex-start" darkWidth="1642" darkHeight="574" showCaption="false"}
## Report: Process Efficiency (Historical)
- Compares the **total run time of all work steps** with the total run time of the full production order.
## Report: Capacity Utilization (Historical)
:::hint{type="warning"}
This report is based on the actual data** collected from Workbench**.
:::
In this Report, there are three options to measure utilization:
1. **24-Hour Basis (Default):**
- Compares actual hours worked each day against 24 hours.
- For weeks, total hours divided by (24 x 7).
2. **Available Capacities:**
- Uses each resource’s defined shift plans.
3. **Absolute Hours:**
- Shows raw hour totals instead of percentages.
**For example:**
| Date | Hours Worked |
| ------ | ------------ |
| June 2 | 10 hours |
| June 3 | 12 hours |
| June 4 | 16 hours |
| June 7 | 8 hours |
Using the different calculation methods, here’s how the values compare:
| **Date** | **Absolute Hours** | **% of 24 Hours** | **% of Available Capacity (Example Shifts)** |
| ----------- | ------------------ | ----------------- | -------------------------------------------- |
| Wed, June 2 | 10 | 10/24 = 41% | 10/12 = 83% |
| Thu, June 3 | 12 | 12/24 = 50% | 12/12 = 100% |
| Fri, June 4 | 16 | 16/24 = 67% | 16/10= 160% |
| Mon, June 7 | 8 | 8/24 = 33% | 8/12 = 67% |
**For June 2 (shift plan = 12 hours):**
- 10/24 = 41% utilization (24-hour method)
- 10/12 = 83% utilization (shift plan method)
| | Stunden absolut | 24 Stunden | Verfügbare Kapazität\* |
| --------------- | --------------- | ----------- | ---------------------- |
| Mittwoch 2.6. | 10 | 10/24 = 41% | 10/12 = 83% |
| Donnerstag 3.6. | 12 | 12/24 = 50% | 12/12 = 100% |
| Freitag 4.6. | 16 | 16/24 = 67% | 16/10= 160% |
| Montag 7.6. | 8 | 8/24 = 33% | 8/12 = 67% |
The calculation for **Available Capacity **comes from the Resource’s pre-defined **Capacity Plan (shift plan)**. If a Resource has a 12-hour shift, that becomes the capacity baseline for percentage calculations.
The report shown in** Chart form**: Available Capacities
## Overall Equipment Effectiveness (OEE)
**OEE (Overall Equipment Effectiveness)** is a way to analyze **past performance** and see how efficiently your machines or resources were used. OEE is always based on past data.
**It’s calculated as:**
```tex
OEE = \text{Availability Factor}
× \text{Effectiveness Factor}
× \text{Quality Factor}
```
In the menu [Administration / Settings / Reporting](docId\:MCScW6CEMmikvG-WSpxzV), you can configure various options for the calculation.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/BCLaBl2HmC0f23xtUnE3G_image.png" size="66" width="1100" height="488" position="flex-start" darkWidth="1100" darkHeight="488" showCaption="false"}
Overall Equipment Effectiveness (OEE)
### Availability Factor (Time Utilization)
You can choose between** two ways** to calculate available capacity:
**Option 1 — Gross Available ~~C~~apacity (24/7)**
- Assumes your resource is available **100% of the time**, 24 hours a day, 7 days a week.
- Does not subtract downtime like gaps, holidays, or planned maintenance.
**Option 2 — Net Available Capacity**
- Starts with the full 24 hours per day, then subtracts:
- Downtime from capacity plans
- Public holidays
- Non-informative gaps (planned but minor downtimes)
```tex
\textbf{Availability Factor}
=
\dfrac{
\raisebox{5pt}{\text{Operating Time}}
}{
\text{Available Capacity}\rule{0pt}{13pt}
}
```
Where:
**Operating Time** = Available Capacity (from Option 1 or 2) minus **Downtime from disruptions.**
### Performance Factor (Speed of Production)
Tells you how efficiently your resource was running in terms of speed and output.
**Calculation:**
```tex
\begin{array}{r l}
& \text{Yield Time} \\
+ & \text{Setup Time} \\
- & \text{Downtime from Disruptions} \\
- & \text{Time spent on Scrap Production} \\ \hline
& \text{Effective Time}\rule{0pt}{13pt}
\end{array}
```
Then:
```tex
\textbf{Performance Factor}
=
\dfrac{
\raisebox{5pt}{\text{Effective Time}}
}{
\text{Available Capacity}\rule{0pt}{13pt}
}
```
### Quality Factor (Quality of Products)
Shows what portion of your production was in good quality versus rejected scrap.
**Calculation: **
```tex
\text{Total Quantity} = \text{Yield Quantity} + \text{Scrap Quantity}
```
```tex
\textbf{Quality Factor}
=
\dfrac{
\raisebox{5pt}{\text{Yield Quantity}}
}{
\text{Total Quantity}\rule{0pt}{13pt}
}
```
### Putting It All Together
Hence, The final OEE score is calculated as:
```tex
OEE = \textbf {Availability Factor} × \textbf{Performance Factor} × \textbf{Quality Factor}
```
A high OEE means your machines are running reliably, fast, and producing good-quality products.
# Reporting Plugin
planeus also offers a **Reporting Plugin **that lets you create custom reports tailored to your needs—without waiting for a new software release.
:::hint{type="success"}
From simple lists of feedback to complex charts like OEE or capacity utilization, planeus Reporting helps you analyze past performance and **understand how your production really ran**.
:::
[title] Parallel Resources
[path] Master Data/Resources/
The **Parallel Resources** feature in planeus helps you plan situations where a Work Step needs more than one resource at the same time.
This is perfect for many circumstances, such as:
- Needing a special tool in addition to a machine
- Scheduling multiple employees to help on one task
- Using extra equipment that’s only available in limited numbers
# How Parallel Resource works?
When you plan a **Work Step**, you can also link one or more **Parallel Resources **(sometimes called secondary Resources). This means the Work Step will use both a primary resource and one or more Parallel Resources at the same time.
Hence:
- The part of the Work Step using the primary resource is called the **main Work Step**.
- The part using the Parallel Resource is called the **parallel Work Step**.
## Key points
- The duration of the parallel Work Step* is tied to *the duration of the Work Step.
- Different capacity plans for each resource might make the parallel step shorter or longer, depending on availability.
:::hint{type="warning"}
Always plan** forward** when using Parallel Resources to avoid gaps between primary and Parallel Work Steps.
:::
# How to add Parallel Resources?
:::hint{type="info"}
Except for the special case of personnel resources (explained below), all parallel resources must be **fully available **during the time of the primary Work Step.
:::
# What Happens If a Resource Isn’t Available?
All linked **parallel resources** (except for employees — see the special case below) **must be available during the same time as the primary Work Step**
When you schedule a primary Work Step:
- planeus searches for a time slot where **all resources** are available together.
- If it can’t find a suitable time slot **within a year**, the order cannot be scheduled, and you’ll see an error message.
# How Parallel Resources are shown in the Gantt Chart
- When you move a primary Work Step, planeus automatically moves all linked parallel Work Steps and recalculates their times.
- In the Gantt Chart, Parallel Work Steps will be shown in **different colors** to distinguish them from primary Work Steps.
:::hint{type="danger"}
Parallel Work Steps** cannot** be moved individually.
You can only move a primary Work Step.
:::
# Alternative Resources
If you try to move a Work Step and one of the parallel resources is unavailable:
- planeus will suggest an **alternative resources** from the same Resource Group that are available in that time frame.
- If no alternatives exist, the system will let you know there’s a conflict.
# Exclusive Availability
Parallel Work Steps require the parallel resource to be **exclusively available** during the time of the primary Work Step.
:::hint{type="info"}
**In short:**
The Parallel Resource **cannot **be scheduled for another task during that time.
:::
# Use Case Auto Shift Planning with Parallel Resources
You can use Parallel Resources to plan human/employee Resources.
- **Not all** assigned employees need to be available at the same time.
- planeus will only schedule **those employees who are actually available during the planned time.**
## Example
Imagine you have 1 machine that runs for 8 hours
but you need 3 employees to help, each working in 3 different shifts.
How planeus automatically plans it:
- Set you machine as the primary Resrouces
- Set those 3 employees as Parallel Resources with their own Capacity Plans.
- Schedule the Order.
- planeus will then automatically assign the employee **who is actually available that time.**
This makes it possible to plan complex scenarios without causing conflicts.
[title] Capacity Utilization & Pools
[path] Planung - Gantt/
# Understanding Capacity Utilization in planeus
Capacity utilization helps you compare your **available resources** with your **production needs** and shows the results in an easy-to-read chart.
This helps you see at a glance if you have enough capacity — or if you’re risking overloads.
# What are Pools?
Everything in planeus capacity planning is built around **Pools.**
- A **Pool** is a group of similar Resources, like:
- Employees with the same skills (e.g. electricians, welders)
- Machines with the same capabilities
:::hint{type="info"}
You can **create and manage Pools** under [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP).
:::
## Capacity Supply
Your **available capacity** comes from the resources you’ve assigned to a Pool.
To set this up:
- Go to **Master Data > Resources.**
- Assign the Resources to the right Pool.
## Capacity Demand
Your **required capacity** comes from the **Technologies** linked to your Work Steps.
In **Technology**, you can define:
- How many utilization of the Resources you need from a specific Pool for a particular Work Step.
**Example**
Imagine you have a Work Step for **Injection Molding**, you can use Pool to tell planeus:
:::hint{type="info"}
During this Work Step, I need 2 electricians for the entire duration.”
:::
Then planeus will know **how many resources your Work Step will consume from the Pool**.
# Viewing Capacity Utilization
You can check your Pool Utilization right in the Manufacturing Plan view.
- Click the **Utilization** menu option in the Manufacturing Plan view.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/9WBsl-b0KZet6mdzPiemH_image.png" size="28" width="223" height="423" position="flex-start" darkWidth="223" darkHeight="423" showCaption="false"}
- A bar appears at the bottom of the screen.
- Click the **Open icon** on the lower right to see the list of available Pools.
- Use the **Edit** icon on the left to select the pools you want to display.
- You can display up to **6 pools** at the same time.
- Choose the Pool you want to check.
- planeus displays a **Utilization Chart** for that Pool.
- Click the **eye icon** to open the detailed view for a pool.
You can view the details of up to **3 pools** at the same time. This helps you compare selected pools side by side without overloading the planning view.
:::hint{type="info"}
Depending on how you’ve zoomed in or out in the timeline, planeus may show **average values **for capacity utilization.
:::
# Color Coding in the Chart
planeus uses colors to make it easy to spot problem areas.
This color coding helps you quickly see:
- Where you have **extra capacity**
- Where you’re **approaching limits**
- Where you’re **overloaded**
| **Color** | **Meaning** |
| --------- | ---------------------- |
| 🟩 Green | Under 75% utilization |
| 🟨 Yellow | 75% - 95% utilization |
| 🟧 Orange | 95% - 105% utilization |
| 🟥 Red | Over 105% utilization |
:::hint{type="success"}
**Capacity utilization** in planeus makes it easy to keep your operations balanced and avoid surprises that could slow down your production.
:::
[title] Other Gantt Chart Functions
[path] Planung - Gantt/
# Coloring Work Steps by Article
In planeus, you can customize how Work Steps appear in the Gantt chart using **color coding.**
## How to Set Up Color Coding
Go to **Administration > Settings**, where you can choose:
- **Color by Resource Groups** (default option)
- **Color by Articles**
## Coloring by Articles
If you choose **Color by Articles**
- A new option will appear:
- In the **Article Master Data**
- Or directly in the **Order Item**
- You can assign a specific color to each Article:
- planeus will then show all Work Steps in the Gantt chart **in the color of their assigned article** or order item.
:::hint{type="success"}
This makes it easy to quickly spot **which tasks belong to which product**.
:::
# Assigning Employees to a Work Step
In the Manufacturing Plan view:
- Open the **Detail Panel** for a Work Step.
- You can assign one or more **employees** to that Work Step.
:::hint{type="info"}
### Why Assign Employees?
- Becasue you can filter Work Steps **by employee names in the Workbench**
- This helps staff see **only the tasks assigned to them**, improving focus and clarity.
:::
## Adding note in a Work Step
You can add **comments or notes** to any Work Step:
- Click the **three-dot button** in the Detail View, them select **Create Description**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/cW--EMPPXeJEoD9heyfNZ_image.png" size="44" width="492" height="270" position="flex-start" showCaption="false"}
- Type your note in the field.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/xf2fXIhPXEdfEvFmjyFZn_image.png" size="44" width="661" height="185" position="flex-start" showCaption="false"}
- Your description will be shown in the detail panel.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/AOd3F01d5iUqqsUhDsgW2_image.png" size="44" width="493" height="341" position="flex-start" showCaption="false"}
:::hint{type="success"}
### Sharing your note to your operators
- At the same time, **your note will be shared directly** to the Workbench for your operators to see **when working on that Work Step**.
:::
:::hint{type="success"}
planeus makes it easy to **color-code, assign people, and keep notes**, so your planning stays organized and visually clear!
:::
[title] Splitting Orders
[path] Planning Objects/
The **Split Order Items** feature in planeus lets you divide one Order Item into several smaller parts. This can be very useful if you want to produce or deliver parts of an order separately.
# How Splitting Orders works?
- To split an Order Item, it must be in the **“Not Scheduled”** status.
- In the **Detail Panel**, click the **Split** button.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/WVu4zo_xTxXBUFBlGbafQ_image.png" size="66" width="738" height="357" position="flex-start" showCaption="false"}
This splits the original Order Item (called the **“Parent Order Item”**) into new, smaller items called **“Child Order Items.”**
# Special icons for Split Order Items
For split order items, they will have their own icons when viewing from the Order Items list.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Icq0EMYo9msM6VbFBywjh_parent-child.png" size="28" width="766" height="264" position="flex-start" showCaption="false"}
You can easily identify these in **Order Items**, plan them individually and filter them in one go.
## Adding Child Order Items
- In the Split form, you can create multiple child orders.
- The **remaining quantity** is shown in the lower-left corner.
- It’s possible for the remaining quantity to go negative if you assign more to the child items than the original quantity in the parent.
:::hint{type="warning"}
### Important Notes
- **Parent Order Items can no longer be scheduled** after splitting.
- The **Child Order Items work just like normal Order Items**:
- You can schedule them.
- You can edit them.
- You can track them separately.
:::
[title] Basics of Planning & Control
[path] Getting Started/
Let’s get you comfortable with **the basics of modern planning and control** so you can understand how everything fits together when it comes to organizing work, time, and resources.
# Three Main Objectives of Planning
What do we plan? Many planners, even they plan operations every day, do not recognize the reason behind planning itself.
The idea of planning is based on the following three main objectives:
## Goals
Effective planning always starts with **a set of goals**.
- A factory might aim for 95% on-time delivery next quarter.
- A runner trains for a marathon finish line next month.
- A family plans a holiday trip next week.
With goals, planning is not a list of tasks but a path to an outcome.
## Constraints
Reality is **full of limits**: time, capacity, capability, accessibility.
- A machine can only run one job at a time.
- An employee has an 8-hour shift instead of 12.
- A stove only has 4 burners.
Modern planning designs around these constraints, not overlook them.
## Improvements
No plan is perfect. Reality changes.
That’s why modern planning always** expects conflicts** *before *they become real problems. — sets new goals, and continuously improves toward them.
- As a chef, you notice dish 1 is taking longer → you slow down dish 2 → so both meals go out on time.
- As a production planner, your plan shows you will have 95% on-time delivery rate next month → you reschedule some orders → now it is going to be 100%.
Modern planning is about fixing problems ahead of time, and making every plan measurable and comparable.
# Principles of Modern Planning & Control
In a world where change is constant, old habits like micromanaging every detail, planning in silos, or assuming perfect conditions will no longer work.
That’s why modern Planning & Control is built on **four principles**:
## Exception-Based Problem Solving
**What it means**
Focus only on the unusual.
If the plan is running smoothly, don’t waste energy finding what isn’t broken.
**Everyday analogy**
Like a smoke detector. It stays quiet when all is well, and only alerts you when something needs action.
**Why it matters**
This mindset drastically reduce planning effort. Planners act only when issues really need attention, keeping focus on the big picture.
## Goal-Oriented Operation
**What it means**
From planning, execution, to problem-solving, every activity should point to a desired and clear outcome. A plan without a goal is just busywork.
**Everyday analogy**
Like training for a marathon. Every excercise is designed for one thing: crossing a certain finishing line in a certain future date and time.
**Why it matters**
Goals provide alignment across teams.
They change people from "simply working” to working toward the same finish line, whether that’s higher on-time delivery rate, process efficiency, or capacity utilization.
## Real-World Planning
**What it means**
Plans must be built around real-world constraints, not the planning tools. This includes obvious constraints (time, capacity, capability, accessibility), but also specific, customized rules that reflect how work is actually done.
**Everyday analogy**
Like coaching a team. Players have different skills, and some can cover multiple positions. A good plan uses those strengths, not just the playbook.
**Examples of real-world constraints**
- A fixture or mold may need to be tracked and reused across multiple work steps.
- Employees may have multiple qualifications (e.g., a welder who can also do inspections).
- Machines may handle different processes, but with varying speeds or size limits.
- Tools may require maintenance or have limited durability before replacement.
**Why it matters**
A plan that ignores reality will fail. Then planners or even operators on the shop floor are forced to improvise or invent workarounds themselves. That makes the whole process rigid, fragmented, and dangerously error-prone.
By contrast, real-world planning respects these conditions from the start.
## Knowledge Sharing
**What it means**
Know-how should not stay locked in individual heads. Capture, share, and apply expertise so the whole team benefits.
**Everyday analogy**
Like an experienced operator who knows *“Machine A always runs this part faster than Machine B.”*
If that knowledge stays only with them, everyone else plans blindly. But if it’s shared into the system, it can be applied automatically, so the whole team benefits from what used to be implicit, undocumented knowledge.
**Why it matters**
This mindset prevents single points of failure. It also ensures that every one can make the planning easier and smarter — bottlenecks avoided, machine quirks understood, and lessons embedded for future planning.
***
# Basic Workflow in Modern Planning & Control
Modern Planning & Control is more than a scheduling tool. It’s a **process loop** that connects orders, resources, execution, and feedback into one continuous flow.
## From Orders to Execution
**1. Orders enter planning & control**
Planning always starts from capacity demand, which includes:
- Orders imported from other systems like ERP, BI, or created in planeus.
- They contain key information such as articles, quantity, delivery dates, as well as additional data like BOM, production routing, and required materials.
**2. Plan is generated**
The system creates a plan that respects **real-world constraints **and assigns the right job to the right resource, in the right order, with no conlicts detected.
- **Deadlines:** Ensuring tasks finish before due dates.
- **Capacity:** How much work people/machines can actually handle.
- **Capabilities:** Which resources can perform which tasks.
- **Sequence:** Accounting for routing, setup times, changeovers, and dependencies.
**3. Task is executed **
Based on the plan, operators and team follow their assigned tasks and execute the task on the shop floor within planned time.
- **Status: **When tasks are started, paused, or completed by the operator.
- **Progress data**: duration, yield, scrap, interruptions
:::hint{type="info"}
**Why this matters: **In modern planning & control, the plan does not stay static — it always expect changes and is driven by the progress in operations.
:::
## From Execution to Order
**4. Feedback Is Collected **
As execution happens, the system continuously collects updates:
- **Order progress** (on track / delayed).
- **Progress data**: duration, yield, scrap, interruptions
- **Interruptions **(machine downtime, material shortages, quality issues).
These data will flow back, showing what’s on track, delayed, or blocked.
- During the operation, planners can still extend/shorten times, rearrange sequences, and reallocate task for the workers.
:::hint{type="info"}
**Why this matters: **This gives planners instant visibility into whether the plan is still on track.
:::
**5. Conflict detection**
When conflicts or changes emerge, the plan can be updated with planner input, such as
- Reschedule jobs when resources are unavailable.
- Reallocate workload to alternative machines, employees or other resources.
- Recalculate dates or edit production orders.
:::hint{type="info"}
**Why this matters: **Plans stay valid even when reality shifts.
Modern planning assures you don’t wait until problems hit you due to early adjustments.
:::
**6. Order completion**
When a work order is finished, the planning & control system **summarizes the actual results**:
- Output quantities.
- Material consumption.
- Actual times.
**7. Backflushing to ERP**
The summarized production results are **sent back (backflushed) into ERP** automatically.
- ERP is updated with:
- Completed orders.
- Inventory usage and balances.
- Labor and machine hours.
- other peporting data.
:::hint{type="info"}
**Why this matters:**
By automatically backflushing results, both can focus on their own priorities while working seamlessly together:
ERP on the *business outcomes*:
- Cost calculation and financial improvement.
- Customer orders and commitments.
- Supplier and procurement management.
Planning & Control on the *operation outcomes:*
- Delivery dates and schedule reliability.
- Accurate, real-time execution data.
- Efficiency in workflows and processes.
- Capacity usage and resource constraints.
:::
:::hint{type="success"}
**Up Next: *What’s Inside planeus?***
Now that you’ve seen how modern planning works conceptually — it’s time to explore what powers it.
**In the next chapter, **you’ll get a guided look at the standard modules, advanced features, and core functions that make planeus such a powerful planning and control system.
👉 [Let’s open it up and see what’s inside.](docId\:IKPOZ-brL2l6j_hZr8p6e)
:::
**
[title] Getting Started
[path] /
# Welcome to the planeus Help Center!
Whether you’re just getting started or looking to go deeper into advanced planning tools, you’ve come to the right place.
This **planeus Help Center** is your guide to understanding how planeus, an advanced and modern Planning & Control solution, works, how to get the most out of it, and how to adapt it to your day-to-day operations — at any scale.
Here, you’ll find:
- **Step-by-step introductions** for new users
- **Practical guides** on planning, scheduling, and control
- **Explanations **of modules, features, and real-world use cases
- **Tips for working more efficiently **with teams, resources, machines, and data
planeus is built to support real operations with real constraints. And this Help Center is built to support you — with the clarity, flexibility, and depth you need.
**Let’s get started!**
***
# What is planeus?
**planeus is an industry-proven, new generation Planning & Control solution**, delivering a transformative leap in planning and operational methodologies for manufacturing, testing, laboratory, and regulated industries. It's designed to support teams that operate in real-world environments with real constraints.
It’s built to help you:
- Plan operations clearly
- Coordinate people, tools, and machines
- Respond to changes without losing control
- Keep everyone focused on what matters
:::hint{type="warning"}
Unlike spreadsheets or basic planning boards, planeus** receives and sends updates in real time** — with data flowing directly from your processes.
**And because it runs in the browser, no installation is needed.**
:::
## Built for Operations with Real-World Constraints
In planeus, we don't talk about one-size-fits-all solutions.
**Because every operation is different.** **And planeus is designed around that.**
Whether you work in manufacturing, regulated industries, or resource-driven environments—planeus flexes to your structure, workflows, and constraints.
**Common use cases: **
- Discrete and process manufacturing
- Aerospace, medical devices, and other regulated sectors
- R\&D labs, test centers, and qualification-heavy processes
- Logistics, maintenance, and field operations
### Structured to work within constraints
planeus is built to handle the planning complexity that arises when resources are limited or shared. Whenever your operations call for:
- **Limited capacity** — machich or people with restricted capacity at a time
- **Limited quantity** — such as a single, critical mold or tool
- **Limited time** — machines or people only available during specific shifts
- **Limited space** — weight, size, or storage restrictions
- **Limited durability** — equipment that requires maintenance or tracking usage
Then planeus gives you the tools to plan, coordinate, and execute effectively within those real-world boundaries.
:::hint{type="warning"}
If your work...
- depends on **people, machines, tools, time, or space**, or
- involves **strict sequencing or limited capacity**
then, planeus is for you.
:::
# Simple to start - Ready to Grow.
planeus is modular. You can start small — one team, one site, or one use case — and expand as your needs evolve.
As each time you** aim your new goals higher, stronger, and larger**, planeus grows with you.
For more information, please visit our website: [https://planeus-solutions.com/](https://planeus-solutions.com/en)
:::hint{type="success"}
**Next Chapter: *Basics of Planning & Control***
Now that you know why planning matters — and what planeus is built to support — it’s time to explore the fundamentals.
**In the next chapter, **we’ll walk through the core concepts behind modern planning and control:
- What we mean by capacity demand and supply
- How to think in terms of resources and availability
- And how these ideas come together to form a reliable, modern planning mindset.
👉 [Let’s break it down — step by step.](docId\:ReR1ukLqejtP2tEZCo5Vo)
:::
[title] Standardized Connectors
[path] Importing & API Integration/Automated Import/
planeus provides standard interfaces for selected external systems. This gives you a simple and structured way to connect planeus to systems that already hold your operational data.
You configure these interfaces here:
**Administration → Settings → Import → Interfaces**
Each standardized connectors requires its own license.
# Tulip Connector
planeus provides REST API Connector for building composable Apps in **Tulip Interfaces**.
You can learn about the planeus-Tulip Connector [here](docId\:dGpmiKUbKwgFF1lW03A6i).
# MasterControl Mx Integration
planeus provides a standard integration for **MasterControl Mx**.
You configure this integration in the same place under the import settings. This keeps the setup centralized and easy to maintain.
# Unleashed Software Integration
planeus provides a standard integration for the **Unleashed** Inventory Software.
You configure it in the same settings area. This gives you a direct and easy-to-manage connection between Unleashed and planeus.
# weclapp Integration
planeus provides a standard integration for the **weclapp** system.
You can configure the connection in the import settings. This lets you connect weclapp to planeus through a predefined integration instead of setting up a custom one.
# symestic Integration
planeus also provides a standard integration for **symestic**, the machine data collection solution from **Symestic GmbH**.
This integration links machines in symestic with resources in planeus. It allows feedback data such as quantities and statuses to transfer directly from the machine level into planeus.
[title] Assembly
[path] Master Data/Article/
The **Assemblies** feature in planeus lets you build multi-level products made up of smaller parts, components, or articles.
# How to use Assemblies?
1. Open the **Article Master Data**.
2. Click the **Assemblies icon** in the article’s detail panel.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/VGiJrqZ3SlybnuwEC6ded_image.png" size="64" width="745" height="351" position="flex-start" darkWidth="745" darkHeight="351" showCaption="false"}
# What can you do in Assemblies?
- You can link one article with other articles underneath it.
- When you create an Order Item for the top-level article, planeus automatically generates relevant **Production Orders** for each of the lower-level articles.
:::hint{type="info"}
In the **Production Orders **list, you can filter by the **Main Article** (the article name from the Order Item). This helps you quickly see all the production orders for the sub-assemblies connected to your main product.
:::
Assemblies make it easy to manage complex products with multiple parts, ensuring everything is planned and tracked properly.
[title] External Partner
[path] /
The **External Partner** feature in planeus lets you give** suppliers or service partners** restricted, secure access to part of your plan—helping you create a more transparent supply chain.
:::hint{type="warning"}
External Partners can only use [Workbench Classic](docId:22-Htt1eVmVg7SALIuHws), while [Workbench Terminal](docId:-FY2T5NCzmjR9vYTh8Hn6) is reserved for internal users.
:::
# What can an External Partner access?
- You can mark certain users as **External Partners.**
- External Partners can only see:
- **Work Steps** on resources assigned to them.
- Optionally, **Processes** linked to the same Production Orders as their assigned resources.
- You can grant External Partners access to the following modules:
- Planning Objects
- Planning (view-only)
- Dashboard
- Workbench
:::hint{type="success"}
External partners see only data **relevant to their work**—nothing more, nothing less.
:::
# Defining an External Partner User
- Create a new user acount for your partner.
- Mark the user as an External Partner in User Management.
-
Once marked, you can assign the partner licenses for the specific modules they can access.
:::hint{type="info"}
You only need a External Partner license to manage all your partners!
:::
# Marking Resources as External
In **Master Data → Resources:**
- Simply enable one or more Resources as **External Resources.**
# Linking External Resources to an External Partner
Then, link those **External Resources** to the **External Partner** user.
This ensures they only see data related to the External Resources they’re involved with.
# Allow External Partner to manage Processes
If needed, you can allow partners to handle some of your non-operation related **Processes.**
- In User Management, enable the option **“Allow Process Feedback”** for the partner user.
:::hint{type="info"}
Partners can only see Processes when
- They belong to the **same Production Order as the assigned Work Steps**.
- The Production Order includes **at least one Work Step **on the partner’s External Resource.
:::
# What External Partners Can See
Once set up, your External Partner can view:
- Work Steps on their assigned resources
- Related Processes (if granted access)
- Planning (read-only view)
- Workbench (Classic or Terminal)
- Data on the Dashboard relevant to their resources
**Example: Gantt chart for a coating service partner**
# Configuring Views for External Partners
In **Administration → Settings**, you can customize:
- Which columns are visible to External Partners in:
- Work Step lists
- Process lists
This helps you control exactly how much detail your partners can see.
:::hint{type="success"}
The **External Partner** feature makes your external contractors or supply chain management more** transparent and collaborative**—while keeping your data secure and strictly controlled!
:::
[title] Other General Functions
[path] /
# Locations
Setting up **Locations **can help you **filter your data in planeus.**
You can assign a Location to:
- A user
- An Article (product)
Once assigned, the system automatically applies a **default filter** based on that location in:
- The Article Master Data
- Planning Objects related to that Article
## How to create Locations?
- Go to **Configuration → Locations** to create your list of locations.
## Assigning Locations
- You can assign a location to an **article.**
- You can also assign a location to a **user** in User Management
## Where Does the Location Filter Apply?
The Location filter works automatically in:
- Article Master Data
- Planning Objects tied to the article
You can always remove the Location filter if needed.
:::hint{type="warning"}
**Important:**
The Location filter **will not apply to Projects**, because a Project can include Order Items or Articles from multiple Locations.
:::
:::hint{type="success"}
**Locations** make it easy to filter your data by site or plant, helping users focus only on the data **relevant to them**!
:::
# Exporting Your Database
You can download a backup of your planeus database via:
- **Administration → Backup**
## Why Use This Feature?
For **planeus Cloud customers:**
You can export your data in **MySQL database format** to meet the requirements of your contract.
For **On-Premise installations:**
If you’re responsible for your own backups, you can use your** own database management system** or other tools to secure your data.
:::hint{type="success"}
Whether you’re in the** cloud** or **on-premise**, planeus makes sure you can back up your data securely.
:::
[title] What's inside planeus
[path] Getting Started/
Now that you’ve seen how modern planning works conceptually — let’s look under the hood.
planeus is built from **three powerful layers **that work together to give you a connected, scalable, and future-ready planning experience:
- **Standard Modules**
- **Advanced Features**
- **Base Functions**
Each part plays a role in helping you stay in control — whether you’re planning daily production, testing scenarios, or optimizing complex operations.
# Standard modules
**Daily tools that help you stay organized and in control.**
These modules are part of the core planeus planning experience:
## [Dashboard](docId\:n-l2FmKEnCcnweihqMY6m)
**Innovated by planeus. **The world’s first predictive Dashboard that calculates, qualifies, and benchmarks future operational outcomes using live-calculated, goal-driven KPIs forecasts. It turns your plan into a future-looking control center, showing what’s ahead and how well it’s expected to perform. [More about Dashboard](docId\:n-l2FmKEnCcnweihqMY6m)
## [The Gantt Charts](docId:_OETRhvQxluNrZ9rSbrZZ)
**Innovated by planeus. **The double-level drag & drop Gantt system across two dynamic, intertwined timelines synchronizes detailed work steps and resource capacity with broader phases, including business, organizational, and external activities. [More about Gantt charts](docId:_OETRhvQxluNrZ9rSbrZZ)
## [Conflict Radar](docId\:T4DL_2MKpS56kgbnFz4kg)
**Innovated by planeus. **A new standard in decision-making that redefines planning with exception-driven logic — replacing manual searches with algorithmic deviation detection for proactive conflict prevention. [More about Conflict Radar](docId\:T4DL_2MKpS56kgbnFz4kg)
## [Workbench](docId:22-Htt1eVmVg7SALIuHws)
**Innovated by planeus.** The built-in shop floor interface with unprecedented interactivity between execution and planning — where every manual or automated update flows instantly into the schedule for real-time, proactive control. [More about Workbench](docId:22-Htt1eVmVg7SALIuHws)
## [Simulation](docId\:VTbwHr0NOJV1b7bd0ouF3)
**Innovated by planeus. **A pioneering, elegant approach to a legacy concept. Simulation lets you safely explore “what-if” scenarios and effortlessly manage simulation environments , compare possible results side by side with your current plan, and evalue the impact. [More about Simulation](docId\:VTbwHr0NOJV1b7bd0ouF3)
## [Gap List](docId\:u8eRBcPbkjm6zws7grVJK)
The built-in availability layer that can be applied to various resources — including machines, tools, and teams — so every generated plan automatically will account for real-world constraints. [More about Gap List](docId\:u8eRBcPbkjm6zws7grVJK)
## [Master Data](docId:8jl6suyWPV2v2VlvenGEA)
A planning-ready database that powers every generative action. It can be self-sustaining as a standalone core, seamlessly connecting to external systems like ERP, or enhancing synchronized data as a smart, operational source of truth. [More about Master Data](docId:8jl6suyWPV2v2VlvenGEA)
## [Reporting](docId\:xKywBqN1Kpuzz8ziCPlGx)
A planning-aware reporting system. It analyzes how past planning performed in reality based on historical operation data — helping teams identify trends, measure efficiency, and improve decision-making. [More about Reporting](docId\:xKywBqN1Kpuzz8ziCPlGx)
## [Importing & API Integration](docId:16NW_wLHYSfFWfbaDveK9)
Your gateway to connected operations, ecosystems, and full interoperability. From real-time API links to legacy data exchange, planeus starts improving your planning from day one without waiting for complete system overhaul. [More about Importing & API](docId:16NW_wLHYSfFWfbaDveK9)
# Advanced features
**Engineered for industrial-scale demands, complexities, and precision.**
We keep expanding our collections of advanced features for complex and highy constrained planning environments:
## Planning & Master Data management
### [Assemblies](docId\:q0sFaiEEbPmTwS5Q08EV2)
Assemblies let you plan multi-level products by automatically linking and generating sequenced production orders for each component — ensuring full control from top-level item to sub-assembly. [More about Assemblies](docId\:q0sFaiEEbPmTwS5Q08EV2)
### [Multi-Functional Resources](docId\:pg28f4lorOb9xsDNG3Sh1)
Multi-Functional Resources lets you assign machines and personnel across multiple roles, qualifications and groups — unlocking flexible scheduling, skill-based assignment, and smarter utilization of industrial capacity. [More about Multi-Functional Resources](docId\:pg28f4lorOb9xsDNG3Sh1)
### [Parallel Resources](docId:5E4pJD__vvYxLpkIc3oha)
Parallel Resources let you plan tasks that require multiple resources at once — whether it’s tools, accesories, machines, or personnel. This ensures precise coordination across shared capacities and eliminates conflicts in complex, multi-resource operations. [More about Parallel Resources](docId:5E4pJD__vvYxLpkIc3oha)
###
[Capacity Utilization (Pools)](docId\:R_oZt9i2RQ3DiGSicYBCI)
Utilization Pools let you group similar machines or personnel to optimize workload distribution and prevent overloads. By aligning capacity supply and demand across pooled resources, planeus ensures smooth, efficient production — even under shifting conditions. [More about Capacity Utilization (Pools)](docId\:R_oZt9i2RQ3DiGSicYBCI)
###
[Splitting Orders](docId\:KUEge8oMmzMdSv7ACR-LE)
Splitting Orders lets you divide large order items into smaller, manageable units — enabling partial production, staggered delivery, and more agile control over complex order flows. [More about Splitting Orders](docId\:KUEge8oMmzMdSv7ACR-LE)
###
[Fixed Start Dates](docId\:GFFu4D2BDFrA-ewOLRBLg)
Fixed Start Dates let you lock critical planned steps to specific times, ensuring alignment with fixed deadlines, delivery windows, or external dependencies — while still adapting to real-world constraints like capacity, holidays, and resource availability. [More about Fixed Start Dates](docId\:GFFu4D2BDFrA-ewOLRBLg)
### [Resource Priority](docId\:lHyHgPGyTGJtvVYf9uch9)
Resource Priority lets you define which Resource should planeus use first — ensuring your most preferred Resources are used optimally before others, for smoother and more efficient operations. [More about Resource Priority](docId\:lHyHgPGyTGJtvVYf9uch9)
###
[Attendant Resources](docId\:Pwn_ellFhl-1hHiN7efbn)
Attendant Resources let you define a Resource that stays with a product across multiple production steps — keeping dedicated fixtures, racks, or equipment reserved from start to finish, and eliminating bottlenecks in tightly linked operations. [More about Attendant Resources](docId\:Pwn_ellFhl-1hHiN7efbn)
###
[Pausing Orders](docId\:RP4qXoE8v7R8AgQaTuzFa)
Pausing Orders lets you temporarily halt active production without losing progress — preserving all feedback and data so you can resume exactly where you left off when conditions stabilize. [More about Pausing Orders ](docId\:RP4qXoE8v7R8AgQaTuzFa)
### [Physical & Free Characteristics](docId\:YLmoBWeq2kHg4kLxcnxGi)
Physical and Free Characteristics ensure resources are matched to tasks based on measurable limits and custom-defined properties — so only the right machines, tools, or setups are assigned to the right jobs. [More about Physical & Free Characteristics](docId\:YLmoBWeq2kHg4kLxcnxGi)
###
[Characteristics For Sequence](docId\:YLmoBWeq2kHg4kLxcnxGi)
Characteristics For Sequence let you define the ideal sequence of operations based on article properties — such as color grouping or assembly logic — to reduce changeovers, minimize waste, and drive process efficiency in production. [More about Characteristics For Sequence](docId\:YLmoBWeq2kHg4kLxcnxGi)
Shop floor data collection
--------------------------
### [planeus TV](docId:7Xr7tn-qbkb--3Qjai5UR)
**Innovated by planeus. **Like an airport direction board, but for production facilities. planeus TV shows workers where to go next and what’s happening now — powered by the seamless connection between planning and execution in planeus. [More about planeus TV](docId:7Xr7tn-qbkb--3Qjai5UR)
###
[Workbench Barcode Scan](docId\:fqgajv_ODiGlCKcDeDouU)
Let workers scan routing slips for quick updates on what they’re working on.
[More about Workbench Barcode Scan](docId\:fqgajv_ODiGlCKcDeDouU)
###
[RFID Login](docId:-FY2T5NCzmjR9vYTh8Hn6)
Faster logins for workers using badge scans instead of typing passwords. [More about RFID Login](docId:-FY2T5NCzmjR9vYTh8Hn6)
###
[Photos on Workbench](docId\:fqgajv_ODiGlCKcDeDouU)
Attach photos or documents to feedback for better communication and problem-solving. [More about Photos on Workbench](docId\:fqgajv_ODiGlCKcDeDouU)
Materials & Supply Chains
-------------------------
###
[External Partners](docId:_nJNrTQbqkUNePhksj5OF)
**Innovated by planeus.** Integrate your suppliers, service partners, and contracted partners into part of your planning by providing them a highly restricted view — establishing direct communication across the internal and external process without compromising security. [More about External Partners](docId:_nJNrTQbqkUNePhksj5OF)
###
[Material Requirements Planning (MRP)](docId:-5nonH8B7E6OoZyXinf5d)
The MRP function in planeus precisely forecasts the material needs based on production schedules, ensuring the right materials are available at the right time — reducing shortages, avoiding unexpected waiting times, and keeping operations aligned. [More about MRP](docId:-5nonH8B7E6OoZyXinf5d)
KPIs & Reporting
----------------
### [Capacity Utilization Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
*See how well your resources were utilized.*
Spot under- or over-utilized areas, balance workloads, and make data-driven decisions in the future for better efficiency. Especially useful in continuous improvement and lean manufacturing environments. [More about Capacity Utilization Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
###
[OEE Reports (Overall Equipment Effectiveness)](docId\:xKywBqN1Kpuzz8ziCPlGx)
*The classic KPI to measure productivity growth.*
Measure past machine performance across availability, speed, and quality to understand how efficiently your equipment ran. Based on your past operational performance, planeus can calculate your OEE statistics — vital for industries focused on monitoring machine uptime and minimizing future productivity losses. [More about OEE Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
###
[Process Efficiency Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
*Maximize the value-adding time in your operation.*
Monitor how long tasks, materials, or semi-finished products wait between steps, and identify where delays create bottlenecks. This helps reduce shorten excessive time, reduce wasted time and effort and streamline process flow across complex operational workflows in various industries. [More about Process Efficiency Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
###
[Schedule Adherence Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
*Build relationship, trust, and satisfaction with your customers.*
Monitor whether orders are shipping on time and pinpoint where did your delays happen. Critical for maintaining customer satisfaction, meeting contractual deadlines, and improving overall delivery reliability. [More about Schedule Adherence Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
###
[Daily Resource Availability Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
*Study your past bottlenecks and optimize your capacity.*
See daily overviews of what was overloaded and where were your spare capacity. Helps planners balance upcoming workloads and keep operations flowing smoothly, even when last-minute changes arise. [More about Daily Resource Availability Reports](docId\:xKywBqN1Kpuzz8ziCPlGx)
# Base functions
**The essential tools behind every planning step.**
:::hint{type="info"}
**Users can only see the modules they’re licensed to use.**
Administrators can manage their acceses in the **Administration** section. [More about User & Licenses](docId\:QXMRgSTyv7fHAvLZv8sHj)
:::
These built-in features are always available and provide the foundation for everything you do in planeus:
- **Main menu & navigation bar**
Your menu for jumping between different areas.
- **User & License Management**
Controls who can see and use which parts of planeus.
- **Module tools**
Access to all the different tools and features based on your license.
:::hint{type="success"}
**Next Chapter: *Taking your first steps***
You’ve now seen the modules that powers planeus — but how do you actually work with it?
**In the next chapter, **we’ll show you how to navigate the interface, edit information, use lists, and batch-manage items with ease. Whether you’re reviewing production orders or exploring filters, this is where you’ll learn to glide though the system effortlessly.
👉 [Let’s get hands-on!](docId\:YSL-FjJHPrtEaOg-qqgQP)
:::
[title] Settings & Configurations
[path] /
# Where to find Configuration & Administration?
You can access the [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP) and **Administration** section clicking the **User Icon** at the top right corner of the planeus.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/G285M30oxLhIKXGxi6tp5_image.png" size="24" width="278" height="378" position="flex-start" darkWidth="278" darkHeight="378" showCaption="false"}
# Where to find Settings?
You can find [Settings](docId\:MCScW6CEMmikvG-WSpxzV) under the **Administration** menu.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/WAMNzDiKPqF485o-0lpOt_image.png" size="32" width="350" height="423" position="flex-start" darkWidth="350" darkHeight="423" showCaption="false"}
[title] My planeus
[path] Settings & Configurations/
**My planeus** is your personal space where you can set up planeus the way you like it.
- Pick your **language**. [More about Changing Languages](docId\:du6yZPem_-w0khqg_CKks)
- Configure your regional settings, such as date, time & number format.
- Choose your **start page** so planeus opens where you want.
- **Change your password** whenever you need.
To open **My planeus**, just click the **User icon** at the top left corner of the screen.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/4Al1kBmDpy8Xg2HYyqbZW_image.png" size="30" width="278" height="378" position="flex-start" darkWidth="278" darkHeight="378" showCaption="false"}
[title] Users & Licenses
[path] Settings & Configurations/
# User management
(Available version 25.01)
Go to **Administration > User Management** to create or edit users.
You can assign licenses to each user and choose a **user role** for them. User roles define what users can see and do in planeus.
## Change passwords
You can change your own password under [My planeus](docId\:QHnHm7HkLp0uJeBIMCUu0).
If needed, an administrator can also update passwords for other users in [User Management](docId\:QXMRgSTyv7fHAvLZv8sHj).
## User roles
In **User Management**, you can set up user roles.
These roles let you predefine a set of profiles with different rights different modules, tabs, or specific functions in planeus, where you can later assign these profiles to each user accounts.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/4F_IKJ5rxBczZstIeBiA3_image.png" size="72" width="861" height="442" position="flex-start" darkWidth="861" darkHeight="442" showCaption="false"}
When you set up user roles, you can decide what each user can do in planeus.
**For every module or tab**, you can choose these **standard rights**:
- **Read** – View data
- **Write** – Add or edit data
- **Delete** – Remove data
- **Export** – Export data (if available)
Moreover, you can give users specific rights for certain actions:
- **Planning Objects:** Schedule order items without constraints
- **Workbench:** Correct feedback entries or change the “Completed” status
- **Workbench:** Mark work steps as completed even if no feedback exists
- **Conflict Radar:** Confirm conflicts
- **Conflict Radar:** Confirm overdue work steps
- **Planning:** Edit data inside the Frozen Zone of the schedule
- **Simulation:** Write simulation results back into the live system
:::hint{type="danger"}
**In versions before 25.1**, some of these functions were available under the roles “Expert” and the option “Enable Plan Anyways.”
**Starting with version 25.1**, planeus replaces those with the new User Roles system, so you can manage these permissions more flexibly and precisely.
:::
## Dashboard Profile
Dashboard profiles are part of **User Management**. Here, you can decide which [Dashboard Tiles](docId\:n-l2FmKEnCcnweihqMY6m) can each user see.
:::hint{type="warning"}
Users have to** re-login** to see the new changes made to their Dashboard profiles.
:::
## Workbench Users
A **Workbench user **can *only see* the following modules and licenses:
- Workbench
- Workbench Terminal
- Workbench Scan
## Domain Users
**Domain User **matters only for **On-Premise **version of planeus. A domain user can log in with their Windows username and password through **Single Sign-On (SSO)**.
This requires prior setup by your IT-administrator.
## Enable "Plan Anyway"
"Plan Anyway" is by default enabled in planeus, here you can disable it. You can find more details about this feature in [Scheduling](docId\:ZwYz5VawJTiHsH7B_91Zx).
## External Partner
You can find more details about this feature in [External Partner](docId:_nJNrTQbqkUNePhksj5OF).
## Languages
planeus's publicly supported languages are as follows:
- English
- German
- French
- Spanish
Additional languages packs can be included by request.
## Location
To learn more about how** Locations** work in planeus, see [Location](docId:4sp0ELqElxL8l3qddAfJM).
# Licenses
You can find **Licenses** under **Administration**.
- Licenses are assigned **per user **and** module (or function)**.
- For the **Workbench Terminal** and **planeus TV** modules, licenses are assigned **per device**.
## Entering a new license key
A **license key** can be obtained via the planeus team. Without a license key and an license assigned, a user *will not be able to see* the relevant functions in their planeus system.
To enter a new license key:
1. Go to **Administration > Licenses**.
2. Click the **Enter License Key** button at the top left.
3. After entering the key, you’ll see the number of available licenses for each module listed.
To assign licenses to users:
- Click on a module and open the **details panel** to assign users.
- Alternatively, go to **User Management** and assign licenses directly in a user’s details panel.
[title] Data Structure for Importing
[path] Importing & API Integration/
The data structure documented here shows the standard format in planeus.
:::hint{type="warning"}
# Important note for importing
**Depending on how your import is configured, your actual data structure may differ.** You can always find the exact structure for your system in its Excel template, which you can download during the manual import process.
:::
# Importing Articles
The following fields define the standard import structure for articles and its routings (Technologies). **Bold column names are required fields.**
| **Column** | **Description** | **Required** | **Data Type** | **Note / Validation** |
| ------------------------ | -------------------------------------------- | -------------------------------------------------- | -------------- | --------------------------------------------------------- |
| **ArticleNumber** | Article number | Created automatically if it does not yet exist | Text | |
| **ArticleName** | Article name | Required if the item number does not already exist | Text | |
| ArticleGroupName | Article group | No | Text | |
| AmountUnit | Unit of Measurement | No | Text | Created automatically if it does not yet exist |
| Location | Location | No | Text | |
| ParentArticleNumber | Article number of the parent structure level | No | Text | |
| Amount | Quantity | Required together with ParentArticleNumber | Number | |
| TemplateName | Technology name | No | Text | |
| TemplateNumber | Technology number | Required together with Work Step name | Text | |
| TemplateItemNumber | Work Step number | Required together with Work Step name | Number | Defines the sequence of Work Steps |
| TemplateItemName | Work Step name | No | Text | Created automatically if it does not yet exist |
| LotSize | Lot size | No | Number | |
| Duration | Duration in seconds | Required together with Work Step name | Number | Together with SetupTime, the total must be greater than 0 |
| SetupTime | Setup time in seconds | Required together with Work Step name | Number | |
| BufferTime | Buffer time in seconds | No | Number | |
| Overlap | Overlap in percent | No | Number | |
| TemplateItemDescription | Work Step description | No | Text | |
| ResourceGroupName | Resource group | Required together with Work Step name | Text | Created automatically if it does not yet exist |
| ResourceName | Resource | No | Text | Created automatically if it does not yet exist |
| TemplateItemParentNumber | Parallel operation | No | Number | Refers to the leading Work Step number |
| Pool | Pool | Required together with RequiredPoolCapacity | Text | |
| RequiredPoolCapacity | Pool capacity usage | No | Decimal number | |
:::hint{type="warning"}
## Important note for Technologies
The **Work Step name** decides whether planeus should import a Technology together with the item.
If you provide a Work Step name, you also need to fill these fields:
- TemplateItemNumber
- Duration
- SetupTime
- ResourceGroupName
These fields stay optional:
- Overlap
- TemplateItemDescription
- ResourceName
Pass Duration, SetupTime, and BufferTime in **seconds**.
:::
### What planeus detects automatically for item imports
planeus automatically detects:
- new and changed items
- new, changed, and deleted Technologies
- new, changed, and deleted Work Steps
# Importing Order Items (Production Orders)
planeus automatically detects:
- new and changed projects
- new and changed Order items
- new customers
planeus reschedules Order items when any of these values change:
- item
- item quantity
- scheduling direction
- delivery date
**Bold column names are required fields.**
| **Column** | **Description** | **Required** | **Data Type** | **Notes / Validation** |
| --------------------- | ----------------------------- | ------------------------------------------ | -------------- | ---------------------------------------------------------------- |
| **ProjectNumber** | Project number | Required if ProjectName is not provided | Text | |
| **ProjectPosition** | Order Item number | Yes | Number | |
| ProjectName | Project name | Required if ProjectNumber is not provided | Text | |
| CustomerNumber | Customer number | Required if CustomerName is not provided | Text | Created automatically if it does not yet exist |
| CustomerName | Customer name | Required if CustomerNumber is not provided | Text | Created automatically if it does not yet exist |
| **ArticleNumber** | Item number | Yes | Text | |
| ArticleName | Item name | No | Text | |
| ArticleAmount | Item quantity | Yes | Decimal number | Must be greater than 0 |
| **ArticleAmountUnit** | Unit of Measurement | Yes | Text | Created automatically if it does not yet exist |
| **DeliveryDate** | Delivery date | Yes | Date | Also called TerminationDate; start point for backward scheduling |
| HandOverDate | Handover date | No | Date | Start point for forward scheduling |
| **Termination** | Forward / Backward scheduling | No | Text | |
| OrderDate | Order date | No | Date | |
| Confirmed | Confirmed | No | Text | Allowed values: yes / no |
| OrderResponsible | Responsible person | No | Text | First name and last name in any order, separated by spaces |
| Comment | Comment | No | Text | |
# Importing Customer Data
The following fields define the standard import structure for customer Master Data. **Bold column names are required fields.**
| **Column** | **Description** | **Required** | **Data type** |
| ---------------------- | ------------------------------------------ | ------------ | ------------- |
| **customername** | Customer name | Yes | Text |
| **customernumber** | Customer number | Yes | Text |
| street | Delivery address street | No | Text |
| zipcode | Delivery address postal code | No | Text |
| city | Delivery address city | No | Text |
| country | Delivery address country | No | Text |
| email | Delivery address email address | No | Text |
| phonenumber | Delivery address phone number | No | Text |
| contactpersonfirstname | Delivery address contact person first name | No | Text |
| contactpersonlastname | Delivery address contact person last name | No | Text |
# Importing Material Data
**Bold column names are required fields.**
| **Column** | **Description** | **Required** | **Data type** |
| ----------------------- | -------------------- | ------------ | ------------- |
| **materialnumber** | Material number | **Yes** | **Text** |
| **materialdescription** | Material description | Yes | Text |
| amountunit | Unit of Measurement | Yes | Text |
[title] REST API
[path] Importing & API Integration/
The planeus REST API lets you connect external systems to planeus programmatically.
You can find the API token and the full API documentation here:
**Administration → Settings → Import → Interfaces**
You need a valid **API license** to use the REST API.
General API documentation is available here:
[https://production.api.planeo-solution.de/apidoc](https://production.api.planeo-solution.de/apidoc)
[title] Customers
[path] Master Data/
# Customer Master Data
In the **Customer Master Data**, you can add and manage all the customers your company works with.
# Importing Customers
You can also import customer data using the **Data Import** feature.
- Use the template called **“Customers”** to make sure your data is in the right format for planeus.
[title] Resource Priority
[path] Master Data/Resources/
The **Resource Priority** feature lets you decide which resources should be used first within a Resource Group. This way, planeus can automatically pick the best resource for the job based on your priorities.
# Where to Find It
You’ll find the **Resource Priorities** tab in the **Master Data** menu.
# How Resource Priority works?
- Resource Priorities are set using numbers:
- **1 = Highest Priority**
- Higher numbers mean lower priority.
- You can assign the **same priority number** to multiple resources in the same group if you want them to share the workload equally.
- If you leave the priority field empty, that resource is treated as having the **lowest priority** in the group.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/SK9YzZIyoJ4XNIxXUknSM_image.png" size="68" width="652" height="299" position="flex-start" showCaption="false"}
# How planeus schedules with Resource Priority?
- planeus will always first schedule work on the **highest-priority resource.**
- That resource will be loaded with work until it reaches capacity or the delivery date is covered.
- If there’s still work left, planeus moves on to the next resource with the next highest priority.
# Resources with the Same Priority
If two or more resources have the same priority, planeus *splits the work between them* to keep them equally occupied—assuming the delivery dates can still be met.
:::hint{type="info"}
If a Technology uses several resources that each have different priorities, planeus tries to calculate the **best combination **to meet the schedule. This may take a bit longer during planning because it’s working out the optimal resource usage.
:::
Resource Priorities help you make sure your most efficient or preferred resources are always used first, keeping your operations running smoothly and efficiently.
[title] Resource Programs
[path] Master Data/Resources/
With this function, you can make sure that **only jobs with the** **same requirements **are processed together on one resource.
*Example: *EU orders cannot be mixed with US orders on the same machine.
# How Resource Programs work
- Set up Resource Programs in [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP)
::Image[]{src="https://app.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/PQmZzI1Hj57_PTypBbtJQ_image.png" size="64" width="558" height="375" position="flex-start" showCaption="false"}
- Assign Resource Programs to a Resource in the Resource [Master Data](docId:8jl6suyWPV2v2VlvenGEA).
- In the Article [Master Data](docId:8jl6suyWPV2v2VlvenGEA) , assign a **Resource Program** either:
**Per Article** (applies to *all* Work Steps of that Article)
or** Per Work Step** (based on the Resource selected)
:::hint{type="info"}
If a Resource was not tied to any Resource Programs, **all Resource Programs can be chosen**.
:::
### Rules to remember
1. If no **Resource Program** is set at item or Work Step level → the resource can run any job.
2. A **Work Step** setting always beats an** Article **setting.
3. An** Article** setting applies to all **Work Steps**, unless a Work Step has its own program.
4. The system only schedules **Work Steps with the same Resource Program** together when a resource handles multiple jobs.
[title] Material Requirement Planning
[path] Master Data/Material/
planeus provides two complementary Material Requirement Planning (MRP) views for material planning, designed to address different levels of detail and typical challenges in production environments:
- **Arranged Material Requirements** → Period-based overview
- **Material Requirements** → Point-Of-Use, Step-level precision view
Together, they help bridge the gap between **high-level planning** and **real execution on the shop floor**.
## How the Two Work Together
| **Use Case** | **MRP View** |
| ----------------------------------------------------------------------- | ------------------------------ |
| “What materials do we need to prepare for next month’s planned orders?” | Arranged Material Requirements |
| "When exactly do we need them?" | Material Requirements |
# Arranged Material Requirements
The automatically generated **Arranged Material Requirements **report summarizes material demand across a selected time period.
## How it works
1. Article's BOMs and Routings are defined in planeus's Technology
2. Materials are assigned to specific Work Steps inside the BOM
3. Production orders are planned in planeus
4. Each order item references its BOM
5. planeus aggregates all requirements within a defined period
6. planeus generates a **time-bucketed material overview**
:::hint{type="success"}
Arranged Material Requirements provides a **clear, aggregated view of material demand within a time period**, making it easier to do accurate material planning on a weekly or monthly level.
:::
# Material Requirements
The** Material Requirements **reports goes into detailed step-level and shows:
- Point-of-Use Material requirements per **production step**
- Exact **sequence and timing** (based on the production plan)
- Required quantities at each step
- Context of the actual production flow
## How it works
The **Material Requirements **report starts from the actual production schedule and identifies exactly **where each material is needed in the production flow**.
1. Production orders are scheduled in the Gantt chart
2. Each work step has a defined sequence, workstation, and planned timing
3. Materials are assigned directly to the specific work step where they are consumed
4. The system links:
- BOM
- Routing / work steps
- Production schedule
5. The result is a **point-of-use material plan** that shows the material requirement at the exact production step, location, and planned time it is needed
:::hint{type="success"}
Material Requirements shows material demand **down to the exact moment it is needed**, helping ensure materials are available **at the right production step**,** at the right time**.
:::
[title] Creating & Editing
[path] Planning Objects/
# Creating Projects in planeus
Here’s how you create a new Project and manage your Order Items in planeus step by step.
## How to create a new Project?
- To create an Order Item, you first need to create a **New Project**:
1. Go to **Planning Objects > Projects > New Project**.
2. Enter a **Project Name**.
3. Select a **Customer**.
- Then, move to the **Order Item** section and fill in these details:
- **Article**
- **Desired Delivery Date**
- **Scheduling** *(Forward or Backward)*
- **Start Date**
- **Quantity**
- When everything is done, click **Create Project**.
:::hint{type="success"}
**Article:**
When you select an Article, planeus **will automatically fill** **in** the default Technology and Process Template.
**Start Date:**
This is only available **when Forward Scheduling is selected**.
:::
## What happens after you create a Project?
planeus runs its planning algorithm to check:
- **If the Order Item can be scheduled.**
- **When it can be completed.**
You’ll then see automatically generated **Summary**, showing:
- Whether **your desired delivery dates **can be met.
- **Any conflicts **that might prevent scheduling.
## Understanding the Summary
- Click on any Order Item line in the Summary to view details about **critical objects** causing conflicts.
- This helps you decide whether you want to:
- Plan the order without compromise.
- Adjust dates or quantities to resolve issues.
- If your completion date is shown in **red**, it means you **cannot meet** your desired delivery date.
:::hint{type="info"}
You can set the **default scheduling direction **(Forward or Backward) under **Settings > Planning**.
:::
## What If an Order Item can’t be scheduled?
If planeus cannot plan an Order Item, the Order Item gets the status **“Not Scheduled”.**
It will not be shown on the Gantt charts. But you can find it again under the **Order Item tab **in** Planning Objects**.
Here, you can:
- **Edit the delivery date or quantity** in the Order Item’s detail panel.
- Try** schedule **it again.
:::hint{type="danger"}
You cannot reschedule** in the Project tab**.
To reschedule a Project, go to the** Order Item tab** and **edit the Order Items** in that Project by batch-editing or individually.
:::
# Batch-editing multiple Order Items
## How to batch-edit multiple Order Items?
- Select the checkboxes next to the Order Items you want to edit.
- The top of the screen shows how many you’ve selected.
- Click the **Select icon** to open a menu of actions you can apply to all selected items.
## Actions you can do with batch-editing
- Plan conflictless
- Plan anyway
- Unschedule Order Items
- Delete Order Items
- Edit comments
- Edit Order Items
*(e.g., Change delivery dates, start dates for multiple Order Items)*
- Edit Technologies / Process Templates
- Delete Order Items
:::hint{type="warning"}
For each Order Item you select, planeus only does actions that *are possible*.
For example, if you picked the following Order Items **and performed** **"Unschedule"**:
- **1** **Scheduled **Order Item
- **1** **Not Scheduled** Order Item
planeus will** only unschedule** the 1st Order Item that was previously scheduled .
:::
## Fields you can edit with batch-editing
- The available fields depend on:
- The current **status** of the Order Items.
- The **properties** of each Order Item.
:::hint{type="warning"}
For **manually created** Order Items, you can always edit the delivery date.
For imported Order Items, you can only change the delivery date if the importing option [Reschedule by changing delivery dates](docId:16NW_wLHYSfFWfbaDveK9) is **disabled.**
[Learn more about Changing Delivery Dates](docId\:ZwYz5VawJTiHsH7B_91Zx)**.**
:::
## Batch-Editing Technologies / Process Templates
You can **edit Technologies or Process Templates in batches** for Order Items that are **not yet scheduled **and featuring the **same Article**. So you don’t have to delete and recreate Order Items just to change or switch routings.
When you make changes in this:
- Your changes will only apply **when you plan them**.
To apply your changes:
1. Click **Save**.
2. Keep the Order Items **selected**.
3. Open the drop-down menu and choose either:
- **Plan Anyway**
- **Plan Conflictless**
:::hint{type="warning"}
Changes affect only the Technologies and Process Templates of your Planning Objects. **They will not change their Master Data. **
:::
# Showing Yield Quantity and Work Step Progress in the Order Item
The detail panel of the Order Item gives you a quick overview of the current Work Step progress.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/cyONT-rBIhyNKUuDByR-u_image.png" size="44" width="526" height="143" position="flex-start" showCaption="false"}
Click the magnifying glass icon to open a detailed view of the yield quantities for each individual Work Step.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/znLcZ5aGsSyrhbs12sCBk_image.png" size="70" width="540" height="346" position="flex-start" showCaption="false"}
If an Order Item contains a product with sub-assemblies, the yield quantities of the related sub-assemblies are shown as well.
# Assigning Supervisor in Planning Objects
- A Supervisor is a planeus user.
- You can assign a **Supervisor** to any Planning Object (except Work Steps).
- When you create a new Project, the Project’s responsible person is set as the default for all related Planning Objects.
- You can manually update this at any time.
# Activating Order Items
Order Items can be **activated** so they’re visible in the Workbench for feedback and tracking.
- Only **activated Planning Objects** appear in the Workbench.
- In the Gantt charts (Timeline and Manufacturing Planning), non-activated objects show a special symbol so you can easily spot them.
- You can set the default for activation under **Administration > Settings > Planning Objects**.
# Downloading your Projects
In planeus you can **download all project data for archiving purposes**.
Here’s how:
- Go to **Planning Objects > Projects**.
- Open the three-dot menu.
- Choose **Download Project Data**.
## What’s included?
You’ll get a .zip file containing the following data:
- **A list of Work Step feedback**, including filenames of any images or documents attached (comma-separated if there are multiple).
- **A list of Process feedback**, also with filenames for any images or documents attached.
- **All images and documents** from:
- Feedback entries
- Work Steps
- Order Items
[title] Functions in Gantt Chart
[path] Planung - Gantt/
planeus offers handy Gantt chart tools to help you fine-tune your schedule and keep your production running smoothly.
# Solving Conflicts in Gantt Chart
In the **Order Gantt View**, you can click a Work Step and choose:
- **Fill in Gaps left**
- **Fill in Gaps right**
This will shift the selected Work Step as far as it can go left or right, until:
- It touches or overlaps with the previous Work Step.
- The Resource has no more capacity during the new time slot.
### Plan Conflictless for Successors
In the **Resource Gantt View**, you can select a Work Step and schedule all successor Work Steps **forward without Resource conflicts**.
*Plan Conflictless for Successors *means that this rescheduling is applied on **only the successing Work Steps of your chosen Work Step. **The selected Work Step itself and all previous Work Steps remain **unchanged**.
This rescheduling will remove all **Resource conflicts**, tasks may be moved later, **even if these exceed the predefined delivery date.**
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/yUeV-j4hA9wjLEROJPTrg_2025-07-09-17-44-34.gif" size="62" width="416" height="280" position="flex-start" showCaption="false"}
### Plan Conflictless from Here
*Plan Conflictless from here *means that this rescheduling is applied **starting at the current point in the plan**, excluding what was scheduled before this time.
All tasks that are planned **after this point **will be scheduled so that no machine or person is used at the same time.
This rescheduling will remove all **Resource conflicts**, tasks may be moved later, **even if these exceed the predefined delivery date.**
# Free Move
The **Free Move** option lets you move a Work Step freely, ignoring the usual predecessor-successor relationships defined in the Technology.
:::hint{type="info"}
You can enable and disable the Free Move feature on or off under **Administration > Settings**.
:::
# Optimize Utilization in Resource Gantt chart
In the **Resource Gantt View**, you can optimize how work is arranged on a resource:
This tool:
- Closes gaps between Work Steps.
- Removes unnecessary overlaps.
- Re-orders Work Steps from left to right.
However:
- It only works when all Work Steps use the **same resource** across production orders.
- It stops if:
- A production order uses **multiple resources**.
- It hits a **paused Work Step**.
:::hint{type="info"}
The feature can’t be used with resources marked as “Allow Multi-Assignment.”
:::
# Locking / Fixing Production Order
## Why is there a lock icon?
A **lock icon** in the Gantt Chart means that Production Order is locked and cannot be moved in the schedule.
If you want to **lock a Production Order and its Work Steps** in place:
1. Right-click the Production Order.
2. Choose **Lock Production Order**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/wfm7R6uw8JrIIAcn_oLJa_image.png" size="62" width="442" height="129" position="flex-start" showCaption="false"}
Now the Production Order is **locked** and **cannot be moved**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/8Fm62DI11-kKaPk3psIqc_image.png" size="62" width="390" height="69" position="flex-start" showCaption="false"}
## How to unlock a production order?
You can right-click again to **unlock **a Production Order if you need to make changes.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/fZ1X2qilEY2kPud-mx1Ft_image.png" size="62" width="441" height="129" position="flex-start" showCaption="false"}
:::hint{type="success"}
planeus's Gantt chart tools will help you **adjust your plan quickly and safely**, keeping your schedule neat and your resources efficiently used.
:::
[title] The Gantt Charts
[path] /
**The Gantt Charts** are where you see and manage your schedule visually in planeus.
In planeus, there are two Gantt chart views for mutiple levels of planning:
- **Manufacturing Plan**
- **Timeline**
You can find them as two seperate tabs in the **Planning Modules**.
# Manufacturing Plan View
The **Manufacturing Plan View **is where you dig into the details of your past. current, and future operation schedule. It focuses on what happens on the shop floor.
Despite the name, it is suitable for various type of operations outside manufacturing.
## How it’s organized
In the **Manufacturing Plan View, **we plan on the Work Step and Technology level.
On this level, the focus is on the Work Steps that are involved in the production process.
Work Steps are generated automatically based on the Technology linked to the article in the Order Item.
And Work Step will always tie to Resources.
In this view,** there are two smaller, interactive Gantt charts.**
By clicking on the** Gear icon** on the top right corner, you can select which chart chart to be shown:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Y6anO-MNizDtypcbnu__N_image.png" size="26" width="249" height="478" position="flex-start" showCaption="false"}
## Order Gantt Chart
Looking into your schedule **by Production Order **can help you follow the paths through production.
**Good for checking:**
- All your scheduled Order Items and their **Work Steps** needed to make them.
- The timing and sequence of all schedule Work Steps.
:::hint{type="success"}
**Example:**
You’re producing 100 metal parts for a customer. In Orders View, you see:
- **Cutting → Drilling → Polishing → Inspection**
- Each step lined up for that specific order.
:::
## Resource Gantt Chart
Shows your schedule and **by Resource** (machines, people, tools) and helps you check how busy each resource is.
**Good for checking:**
- How each Work Step is assigned to **each Resource**, like machines or people.
- The **planned sequence / time table** of that Resource.
:::hint{type="success"}
**Example:**
You click on your CNC Machine and see:
- It’s booked for a Work Step **from 8 AM to 10 AM**.
- It’s free** from 10 AM to noon**.
- It’s booked again for another Work Step from noon to 3 PM.
:::
## How the Order and Resources Gantt charts work together?
- Click on a Work Step in **Orders Gantt chart**
- It'll be highlighted in **Resources Gantt chart** (and vice versa).
- Everything else fades out so you can focus on the job you selected.
# Timeline View
The **Timeline View **gives you a **macro, big-picture look **at your entire project from start to finish. It’s best for managing everything that happens **before, during, and after production.**
## What you see
- Your **Project** as a top-level bar on the timeline.
- All the **Processes** connected to your project listed underneath.
## What are Processes?
Processes are steps that happen **above, or outside the core operations.**
For example:
- **Planning & Engineering:** Designing a new product.
- **Purchasing:** The supply shippment time.
- **Production**: Entire Production process itself also counts as a Process
- **Quality Checks:** Inspections before production starts.
- **Shipping & Logistics:** Preparing finished goods for delivery.
- **Documentation:** Creating manuals or labels for products.
## Why use Timeline View?
planeus focuses on operations, but we know that the **big picture matters too. **
Using the Timeline View, it helps you to:
**Track the Entire Project**
- See how processes outside your core operation would shift your schedule forward or backward in time.
**Identify Bottlenecks Early**
- Spot delays in planning, purchasing, or approvals that might affect your production start.
**Coordinate Teams**
- Keep departments like engineering, procurement, and logistics on the same page.
**Further Integrations**
- Let your external system to trigger status changes (e.g., supply chain management updates) and automatically update the Timeline in planeus.
## Example
Suppose you’re building a new custom machine for a customer.
In Timeline View, you might see:
- A process for **Design & Approval** from the engineering team.
- A process for **Ordering Special Parts** from suppliers.
- A **Production Process** linked to manufacturing the machine.
- A process for **Packing and Shipping** to the customer.
Everything appears **on the same timeline**, so you can easily check if you’re on track for delivery.
[title] Moving & Editing
[path] Planung - Gantt/
planeus offers an interactive and interconnection Gantt chart. This means you move or edit Planning Objects in planeus, everything stays connected so your schedule remains accurate and actionable.
# How to moving bars in the Gantt charts
- **Moving a Project, Production Process, or Order:**
- All related objects underneath it (like Work Steps or Processes) **move along automatically**.
# How Projects and Orders Items interact?
Projects and Order Items are always calculated as the **sum of their parts.** So:
- If you move a Work Step **beyond the current end date** of an Order Item:
- The entire Order Item is extended.
- The same rule applies for Projects and Processes.
- If you move a Work Step **earlier than the current start date**:
- The Order Item shortens.
- This also applies to Projects and Processes.
# Editing Work Steps
- You can **manually change the length** of Processes and Work Steps.
- Work Steps can be moved **To other resources within the same Resource Group.**
:::hint{type="info"}
**You can move Work Steps to Resources in other Resource Groups**
if it is allowed in your settings:
\- Go to **Administration > Settings**
\- Enable **Move work steps across different groups**
:::
## Selecting and Moving Multiple Items
- Press **Ctrl + right-click** to select multiple Planning Objects.
- Drag them all at once to adjust your schedule.
Or:
- Right-click any Planning Object to open a **context menu** where you can:
- Select all items to the left.
- Select all items to the right.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/34bhFMVStc69zXl7t8958_image.png" size="56" width="469" height="128" position="flex-start" showCaption="false"}
# Understanding different times in a Work Step
In Manufacturing Planning, each Work Step has different time values:
## Setup and Process Time (Planned Time)
Calculated as: Quantity × Process Time + Setup Time
## Occupied Time
The total time the Resource is reserved, shown as the full length of the bar in the Gantt
## Actual Time
The real time recorded during production feedback.
You can see all these details in the **Detail Panel** of the Production Order.
Moving Work Step into Unavailable Times
=======================================
If you drag and drop a Work Step into a slot where the Resource is **unavailable** (like due to capacity restrictions or planned downtime), planeus **will** **automatically extend the occupied time** to cover the gap.
**Example Before Moving:**
The Work Step fits neatly within the resource’s available time.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/WlLPkFc6ar7iHMqcvQjcc_image.png" size="72" width="731" height="143" position="flex-start" showCaption="false"}
**Example After Moving:**
The Work Step now spans into unavailable time, so planeus extends the bar to account for it.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/4cEM3mugbUYlZH0WadXn8_image.png" size="72" width="779" height="143" position="flex-start" showCaption="false"}
:::hint{type="success"}
This way, planeus helps you keep your schedule realistic and avoid hidden conflicts.
:::
[title] Setting up filters
[path] Planung - Gantt/
In planeus, you havefiltering tools to control what you see in the Gantt charts for both Manufacturing Planning and the Timeline View.
# Time period filter
- The Gantt chart will only show the data for the **time period** you’ve selected.
- You can set your own custom time range to focus on a specific period.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/D94H8VNAWRX2jYlVChPUT_image.png" size="80" width="764" height="376" position="flex-start" darkWidth="764" darkHeight="376" showCaption="false"}
# Standard time period
- The **standard time period** for Timeline and Manufacturing Planning can be configured under: **Administration > Settings**
## Reset time period
- Click **Reset time period** to return to your default settings.
## How time period works
If a Project falls **anywhere within your selected time period**, planeus will show all its relevant Planning Objects (like Orders, Work Steps, etc.).
However:
- You’ll only see Planning Objects that overlap with your chosen time period.
- Anything outside the time range stays **hidden **unless you expand your view to include more dates.
# Filtering in Gantt chart
Filters let you focus on exactly what you need to see.
## How to Use Filters
- Click the **Filter icon** to open the filter panel.
- If a filter is already active, the icon will turn **blue.**
:::hint{type="info"}
Filters will always apply to:
- **Timeline View**
- **Order Gantt chart** in Manufacturing Planning
:::
## Saving Filters
Click **Save Filter** to store your custom filter.
- Saved filters appear in a drop-down menu for easy reuse.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Bs8uLZh9tV5Exb1sorr0w_image.png" size="54" width="599" height="274" position="flex-start" darkWidth="599" darkHeight="274" showCaption="false"}
:::hint{type="info"}
Filters are **user-specific**, so only you can see your saved filters.
:::
# Smart Filter in Manufacturing Plan
planeus has a smart tool called the** Smart Filter** to help you quickly find related work.
## What does the Smart Filter do?
- When active, it filters:
- All **Projects/Orders** with the **same Work Steps** as the one you’ve selected.
- All related **Resource Groups**.
## Special Rules for Assemblies
- **Filtering by a main article** → Shows all sub-articles in its assembly.
- **Filtering by a sub-article** → Only shows that specific sub-article.
## Removing theSmart Filter
- Click the **X icon** to clear the filter.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/K0A7LP8Pi6qDfFX4ezgGb_image.png" size="68" width="870" height="285" position="flex-start" darkWidth="870" darkHeight="285" showCaption="false"}
# Customizing Your Views
planeus lets you tailor your Gantt views to suit your needs:
## Adjusting Columns
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/7mLJ5-LnWYc3AF_r3tEf8_image.png" size="36" width="362" height="571" position="flex-start" darkWidth="362" darkHeight="571" showCaption="false"}
- Click the **gear icon** on the left side of the Gantt.
- Choose which **columns to display** on the Y-axis.
:::hint{type="info"}
These settings are saved per user—your view will stay just the way you like it.
:::
## Resizing the Left Panel
- Drag the dividing line to make the left column **wider or narrower.**
- Hover over the line until **a resize symbol** appears.
- Hold the right mouse button and drag left or right.
## Sorting the Y-Axis
- Click a **column header** to sort your rows in the Gantt chart.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/LpZz6lH0paorr1muqWeo3_image.png" size="50" width="447" height="321" position="flex-start" darkWidth="447" darkHeight="321" showCaption="false"}
## Overdue Work Steps
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/XuEqDRp_G1dn09ecRUZgG_image.png" size="64" width="670" height="528" position="flex-start" showCaption="false"}
- planeus can highlight **overdue Work Steps** in orange in the Gantt chart.
- You can choose to **show or hide** this orange marker.
- Turning off this feature can help improve performance if you have **many overdue Work Steps.**
[title] Navigating in the Gantt Chart
[path] Planung - Gantt/
# Zooming in & out on Gannt chart
- To zoom in in Gantt chart: **Press Ctrl + Mouse wheel up**
- To zoom out in Gantt chart: **Press Ctrl + Mouse wheel down**
# Gray area
- **White areas** → Resources are available.
- **Gray areas** → Times when resources are unavailable (like weekends or maintenance).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/IRsM8gsK8A2J7QFq1-Wn6_image.png" size="70" width="575" height="146" position="flex-start" darkWidth="575" darkHeight="146" showCaption="false"}
Moving a Work Step into a gray zone automatically **extends the duration** to avoid conflicts. [More about Moving & Editing](docId\:k_DrLGrIXQPAdh7OjEkT7) us:
# Jumping to details
- **Click on a Production Order** (the grey bar under your Production Process)
- And Instantly switch to the **Manufacturing Plan** view for detailed info on that order.
# Centering your view
- **Click on an item name** in the Y-axis
- And planeus will put that Order Item in the center of your visible Gantt area.
# Opening detail panel
- **Double-click any Planning Object** → Opens the **detail panel** with further details and navigation options.
- From there, you can jump between related objects in your plan.
# Navigating within a Production Process
### Return to Process level planning
- In **Manufacturing Plan** view, Click on the **Production Process** (the grey-colored bar).
- The Order Item’s detail panel will pop up. **Click on Return to Process **in the header.
- It will bring your back to the relevant position in Timeline.
# Moving between Work Steps
### Method 1
- In **Manufacturing Plan** view, Click on the **Production Process** (the grey-colored bar).
- The Order Item’s detail panel will pop up. Scroll down to see the Work Steps.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/bhLMb1-TtG3iA_dZugGCC_image.png" size="54" width="493" height="826" position="flex-start" darkWidth="493" darkHeight="826" showCaption="false"}
- Click on a **Work Step** will bring you directly to that Work Step on Gantt chart.
### Method 2
- Click on a Work Step in Gantt chart and its detail panel will pop up.
- Use the **Predecessor / Successor** buttons to quickly navigate between **Work Steps** in the same Technology for your article.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/XiN43wxa1gJurh1zKthKM_image.png" size="60" width="491" height="193" position="flex-start" darkWidth="491" darkHeight="193" showCaption="false"}
# Deleting Planning Objects
- Click the **three-dot icon** next to a Planning Object → Click **Delete** to remove it.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/ZE5ZNPqfXg-qcHjZJZ1rf_image.png" size="60" width="493" height="473" position="flex-start" darkWidth="493" darkHeight="473" showCaption="false"}
# Reading the tool tips
Hover your mouse over a Planning Object →
it will show a **tool tip **with quick info
# Conflict Navigation in the Gantt Chart
To use this feature, the **Conflicts** column must be shown in the **Resource Gantt**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/CH2QbSVSNcBw4J24DMIZD_image.png" size="30" isUploading="false" width="273" height="320" darkWidth="273" darkHeight="320" position="flex-start" showCaption="false"}
When you click the number of conflicts, a window opens with details about each conflict. You can click a conflict to jump directly to it in the Gantt chart.
You can also use the navigation button **\< ⋮ > **to move between the conflicts of the same resource.
# Legend
The legend for the symbols in the Gantt chart can be accessed via the information icon.
# Refresh button
Clicking the button updates the Gantt view without reloading the entire page.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/D1Bpvj4mCtNj8gXBktUBO_image.png" size="30" isUploading="false" width="287" height="87" darkWidth="287" darkHeight="87" position="flex-start" showCaption="false"}
This helps you quickly stay in the same planning context when something was changed in the play.
# Undo Button
The undo function reverses previous actions. Only the most recent actions can be undone.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/hEIW_iYkXKAlE1OxZ96BY_image.png" size="30" isUploading="false" width="314" height="94" darkWidth="314" darkHeight="94" position="flex-start" showCaption="false"}
# The three-month rule
:::hint{type="warning"}
The Gantt chart shows only data **from the past three months**.
Hence, it’s not possible to jump from the planning object lists into the Gantt view for entries older than three months.
:::
# Working together in the Gantt chart
If someone else is working on the same project in the Gantt chart, you will receive a notification so you’re aware of parallel changes
:::hint{type="success"}
Let these handy tools help you work** faster, stay organized, and collaborate effectively!**
:::
[title] Gap List
[path] /
# Gaps in planeus
The **Gap List** in planeus shows times when resources are **not available**, like:
- Machine maintenance
- Employee absences
# Types of Gaps
There are two types of gaps in planeus:
## Normal Gaps
- These gaps **change resource availability**.
- Any Work Steps scheduled during a normal gap are **automatically recalculated** to account for the downtime.
**How it looks:**
- Shown as a gray area in the back of the bar.
- The Work Step will be automatically **extended** if it overlaps with this gap.
## Informational Gaps
### What is the orange shaded area in the Gantt chart?
An orange shaded background in the Gantt chart means there are **Informational Gaps**.
- These gaps are **only visual markers**.
- They do **not affect planning** or recalculate Work Steps.
**How it looks:**
- Shown as an **orange shaded background **in the Gantt chart.
- The Work Step **stays the same** even if it overlaps with this gap.
:::hint{type="info"}
You can** create and manage Gap Reasons** (like "maintenance" or "training") under [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP).
:::
:::hint{type="success"}
planeus uses Gaps to help you **spot and manage downtimes **in your schedule, keeping your planning **realistic and up to date**!
:::
[title] Simulation
[path] /
**Simulation** in planeus lets you **try out changes to your plan without changing any real data.**
Think of it as a safe “sandbox” where you can test **what-if scenarios** and see how they’d impact your schedule, resources, and delivery dates.
Why use Simulation?
===================
Here are some examples of what you can test in the simulation:
- **What if we get a huge new order tomorrow?**
- **What happens if we switch from 2 shifts to 3 next week?**
- **Can we handle maintenance on the milling machine next Tuesday?**
# How to start using Simulation?
- You need a license for Simulation.
- If you have access to your modules in planeus, you’ll have the same access in the Simulation!
# Which module can you use in Simulation?
Inside the simulation, you can also work with:
- Dashboard
- Planning Objects
- Gantt Planning
- Conflict Radar
- Gap List
- Master Data (based on the Resources you've selected)
# How Simulation works
A **Simulation Environment** in planeus is where you organize and manage your test scenarios.
Each environment includes:
- A **Baseline** — your original plan, untouched and used for comparison.
- One or more **Simulations** — copies of your plan where you can try changes and see results.
## What Does a Simulation Environment Contain?
- **Chosen** **Planning Objects**
Those you chose to include, like Order Items or Work Steps.
- **Affected Planning Objects**
Those that use the same Resources during the same time.
**For example:**
If you choose certain orders for your **Simulation**, planeus **also pulls in other orders** that might be competing for the capacity or asame machines or staff.
## Creating a Simulation Environment
Here’s how to start:
### 1. Create a New Simulation Environment
- Go to the **Simulation** section and click **Create New Simulation Environment.**
- Give it a name, and name your first **Simulation**.
### 2. Select Planning Objects
- Pick the Order Items or Work Steps you want to test changes on.
- Click **Create Simulation Environment.**
:::hint{type="info"}
planeus **will automatically include** in all “affected” objects that could have conflicts with your chosen Order Items
:::
# Navigating in Simulation
- Your **Simulation** opens in a **new browser tab.**
- It’s easy to spot because the entire window will have an **orange frame.**
In the lower left corner, you’ll see a list of:
- Your** Baseline**
- Any **Simulations** you’ve created
You can click to switch between them.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/MSSuDk4mF-su9qR2YIBd4_image.png" size="30" width="269" height="322" position="flex-start" showCaption="false"}
# Making a New Simulation
To create a new **Simulation **based on the Baseline, click the **Create Simulation ** icon under Baseline.
### Manage Simulations
For each **Simulation**, you can:
- Duplicate it
- Delete it
- Edit it
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/T4jBEh1ta_f8-CVDv0tW3_image.png" size="42" width="1064" height="633" position="flex-start" showCaption="false"}
# Dashboard in Simulation
- The Dashboard inside your **Simulation** shows a comparison between the **Baseline and your current Simulation.**
- This provides you **a before-and-after view** to see how changes might affect your KPIs, delivery times, and workloads.
# Applying Simulation back to live system (Beta)
Once you’re happy with your simulated plan, planeus allows you to **write those changes back into your live system.**
The applying data includes:
- **Planning Objects**, such as Projects, Order Items, Processes, Production Orders, and Work Steps (including any feedback, attachments, and materials related to them)
- **Resources**
- **Gaps** (planned downtime or absences)
How Applying Simulation works
-----------------------------
:::hint{type="danger"}
When you choose to **Apply the Simulation**:
- The live objects** will be replaced **and** overwritten** by the simulated objects.
- **This cannot be undone!**
:::
## What will happen?
| **Change in Simulation** | **Result in Live System** |
| -------------------------- | -------------------------- |
| New object created | New object added |
| Existing object changed | Object updated |
| Object deleted or archived | Object deleted or archived |
:::hint{type="warning"}
Objects in your live system **created after the Simulation was started **will not be affected when you apply the Simulation.
:::
# Special Rules and Recommendations
## Split Order Items
If you delete split (child) orders in the Simulation and** apply it back**,
- They’ll also be **deleted** in the live system.
But if you **delete both** the child and parent Orders Items together
- The child Order Item **could still remain **in the live system.
:::hint{type="info"}
**Recommendation:**
Delete split orders **carefully **and check before applying a Simulation.
:::
# Resources
If you **create a new Resource** in Simulation:
- Changing its name in a copied Simulatio**n** may result **creating a entirely new Resource** in the live system when applying the Simulation
:::hint{type="info"}
**Recommendation:**
**Avoid changing Resource names **after creating them in the Simulation.
:::
## Gaps
When **adding or deleting gaps** in Simulation**:**
- Each new gap copied back to the live system becomes a **new entry** unless it matches an existing gap exactly (same resource and date).
:::hint{type="info"}
**Recommendation:**
**Avoid creating multiple copies **of the same Simulation if it is about changing Gaps.
Make all your Gap changes **within a single Simulation **and **only apply once.**
:::
:::hint{type="success"}
The **Simulation** Module in planeus is a powerful tool for:
**Testing changes safely** before affecting your real production schedule,
Exploring “what-if” scenarios without risk, and
Keeping your plans agile and adaptable!
:::
[title] planeus TV
[path] /
# The Now & Next board for your shop floor
**planeus TV** lets you display key production information on a screen—for example, directly in your factory or shop floor area.
Built much like an airport departure board, planeus TV is a live display screen made for factories, testing halls, and collaborative workspaces that rely on real-time information flow.
Unlike common factory floor screens that only shows abstract percentages or KPI targets, it also shows workers a clear view of **what’s happening**,** where to go next**, which tasks have started, what’s planned, delayed, or finished.
# What planeus TV Shows
planeus TV rotates automatically between several screens showing:
- **Key Performance Indicators (KPIs)**
- **Upcoming Work Steps**
- **Work Steps currently running or paused**
- **Disruptions and issues**
- **Delayed (backlogged) Work Steps**
- **Completed Work Steps**
### Example Screens
Here’s how some of the screens look in planeus TV:
- **Display of live KPIs:**
- **Display of current disruptions: **
# Setting up planeus TV
:::hint{type="info"}
A planeus TV license lets you activate planeus TV on one device.
:::
- Go to **Administration → planeus TV** in the menu.
- Click **New Screen** to create a new display.
- Enter:
- A name for your screen
- A link (this is how you’ll access the screen later)
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/KZ438Mad7VfDW9S32FtoR_image.png" size="62" width="699" height="428" position="flex-start" showCaption="false"}
- Set the **display duration** for each view (i.e. how long each page should stay visible before switching to the next).
# Customizing your screens
For each type of screen, you can decide:
- **How many rows** should be shown at once
- **Which fields** or details to display
For example:
- Show only 10 upcoming work steps
- Include details like resource, start time, or current status
:::hint{type="info"}
* When setting up a planeus TV screen, columns are mandatory fields.
:::
### Available screens
- Upcoming Work Steps
- Started/Paused Work Steps
- Work Steps with disruptions
- Overdue Work Steps
- Completed Work Steps
## Decide which Resources will be shown
Scroll down to choose which resources should appear on the TV display—for example,** limit the information only about certain machines or selected work areas.**
:::hint{type="warning"}
Your created screen is inactive** until it is linked to a device**.
:::
## Linking planeus TV to a Device
- Click on your screen in the **planeus TV list** to open its details.
- Use the link to **connect it to the device** (e.g. the specific computer or screen on the shop floor where you want it displayed).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/jNig3Ppgf3gUQr3UiqVqH_image.png" size="68" width="735" height="825" position="flex-start" showCaption="false"}
# Editing Your Screen
If you need to change the setup later:
- Click the **three-dot menu** in the screen’s details panel to edit your screen’s settings anytime.
:::hint{type="success"}
planeus TV turns your production data into **live, visible, and actionable insights **right where work happens—so everyone stays informed and aligned!
:::
[title] Direct Messaging
[path] /
planeus includes a built-in messaging feature, so you can **easily communicate with other users right inside the system.**
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/tqSLGNyt26RNr7_JnRQ26_image.png" size="70" width="519" height="550" position="flex-start" showCaption="false"}
# Notifications for New Messages
- You’ll see a **bell icon** showing the number of unread messages you have.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/6HCIXVvK8TYFtC8kg1AXR_image.png" size="24" width="172" height="123" position="flex-start" showCaption="false"}
# Managing Your Messages
- Click the **three-dot menu** to:
- Mute notifications for your messages.
- Mark all messages as **read**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/ofW5K9sh6erD55oDJbHKi_image.png" size="50" width="448" height="128" position="flex-start" showCaption="false"}
Click the message icon to mark a message as **unread** again if you want to come back to it later.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/I_7A_miCuCE7ZXbHTeJL6_image.png" size="68" width="481" height="132" position="flex-start" showCaption="false"}
# Linking messages to info
hen you create a new message:
- planeus automatically includes a **link to the data object** (like a specific project, order, or work step) that you currently have open in the same browser tab.
This makes it easy for the message receiver to **jump straight to the right place** in the system.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/ElBIm1fxGkq5s7BLS8zMB_image.png" size="76" width="534" height="239" position="flex-start" showCaption="false"}
# Message Statuses in planeus
Here’s what the different message icons and statuses mean in planeus:
| Icon | Meaning |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------- |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/4C6I6iFqS5lOnYjYcXiY1_image.png" size="24" width="50" height="51" position="center" showCaption="false"} | **Sent Message**
This shows a message you’ve sent to someone else~~.~~ |
| ::Image[]{src="https://images.archbee.com/M1QBpK9lJudQQL_d-GMK2/lL_kCxAMNoMl4xCtOYxUy_image.png?format=webp" size="24" width="58" height="56" position="center" showCaption="false"} | **Reply to My Message — Unread**
Someone has replied to your message, but you haven’t read it yet. |
| ::Image[]{src="https://images.archbee.com/M1QBpK9lJudQQL_d-GMK2/OJxGPH22qFlTlVQBGb9Ar_image.png?format=webp" size="24" width="61" height="56" position="center" showCaption="false"} | **Reply to My Message — Read **
You’ve already opened and read the reply to your message. |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/loV3ZU9O35gt0ntMTVmqc_image.png" size="24" width="55" height="50" position="center" showCaption="false"} | **My Reply to a Message**
This shows a message you’ve written as a reply to someone else. |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/b-F170hxwhdUGGCOgI5W4_image.png" size="24" width="58" height="61" position="center" showCaption="false"} | **Inbox — Unread **
A new message has arrived in your inbox that you haven’t read yet. |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/8yDjKExXtzdH6Kzj_5l8k_image.png" size="24" width="58" height="66" position="center" showCaption="false"} | **Inbox — Read **
You’ve opened and read this message in your inbox. |
:::hint{type="success"}
The **Direct Messaging** feature keeps your team connected and ensures everyone can share updates or questions tied directly to your planning data.
:::
[title] Change Log
[path] /
Here you can find the change logs from 2025 onward. For information about earlier releases, please contact planeus Support.
# Release 26.01
## Release Highlights
Custom Fields in the Workbench • Qualification Matrix • Dashboard Redesign • Scheduling Order Items with Sorting • Changes to the Status Behavior of Planning Objects • Display of Good Quantity and Work Step Progress in Order Items • Quantity Adjustments When Reinstating Production Orders • Deferring Production Orders Regardless of Status • Conflict Navigation in the Gantt • … and much more
[Read here](docId\:Xd6WExUcf-3si904IDP9_)
# Release 25.01
## Release Highlights
planeus Help Center • Permissions and Roles • Maximum Quantity per Resource • Quantity Validation When Completing Work Steps in the Workbench Terminal • OEE Improvements • Display of Actual Quantity in the Detail View • Information About Icons in the Gantt • Conflict Radar: Simplified Filters • Gantt: New “Schedule Conflictless from Here” Feature
[Read here](docId\:WLOlNqYyn-ee0TBOW_8vU)
[title] Release 26.01
[path] Change Log/
**Important note:** The *Expert* function is no longer available as a separate function from this version onward.
Instead, the related permissions are now managed in a more detailed way through** User Management → User Roles**
The same applies to the previous permission regarding *Plan Anyway*. This permission is also now configured through
**User Management → User Roles**.
**Redesigned dashboard**
The Dashboard has been redesigned with a clearer and modern layout.
Two new KPIs are now available: **OTIF (On-Time-In-Full) & Scrap Rate**
The color ranges used for KPIs and charts can be configured in the settings, which makes it easier to adapt the Dashboard to your planning and reporting needs.
# [Scheduling Order Items with Sequencing Rank](docId\:ZwYz5VawJTiHsH7B_91Zx)
When you select multiple Order Items with batch selection and schedule them at the same time, you can now define in which sequence they should be planned by the system. The index of such sequence is called Sequencing Rank (Seq. Rank).
This helps you prioritize important Order Items and avoid Resource conflicts more effectively.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/wndmV59Z93CAtjVft6XoN_upload.png" size="80" width="561" height="246" isUploading="false" darkWidth="561" darkHeight="246" position="flex-start" showCaption="false"}
For example, you can decide which Order Item should be scheduled first when several Order item is competing for the same Resource.
# Planning Objects: Updated Status Behavior
The status behavior of Planning Objects has been updated.
When a Planning Object is changed to **Started** or **Completed**, all higher-level Planning Objects are also set to **Started**.
They remain Started until all related lower-level Planning Objects, or all planning objects on the same level, are **Completed**.
The only exception is the status **Interrupted**.
Example in a Production Order:
| Production Order | Started |
| ---------------- | --------- |
| Work Step 1 | Completed |
| Work Step 1 | Completed |
| Work Step 1 | Scheduled |
In earlier versions, this case was handled differently as the Production Order would have remained in the status *Scheduled*.
[Learn more about this update](docId\:JL1PpWL15jdW7v5f3imQY)
# Yield and Work Step Progress in the Order Item
The detail panel of an Order Item now shows:
- The progress of the Work Steps
- The* completed* quantity from the last Work Step
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/jo0hWfmYu7qgP9gHPyxPB_upload.png" size="80" width="526" height="143" isUploading="false" darkWidth="526" darkHeight="143" position="flex-start" showCaption="false"}
By clicking the magnifying glass icon, you can open a detailed view showing the yield for each individual Work Step.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/Nsmkqxq7wnCABsX-Zn2qu_upload.png" size="80" width="540" height="273" isUploading="false" darkWidth="540" darkHeight="273" position="flex-start" showCaption="false"}
If the Order Item contains an item with subordinate assemblies, the Yield of those Assemblies are also shown.
This gives planners a clearer view of production progress directly in the Order Item.
# Pausing Orders: Now regardless of Status
Previously, production orders could only be paused if they had the status **Interrupted**.
From this version onward, Production Orders can be paused *regardless *of their current status.
Exception: Production Orders with the status **Completed **cannot be paused.
# Adjust Quantity when Unpausing Production Orders
When unpausing a production order, you can now reduce the remaining quantity that still needs to be produced.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/L2oDlL5RRQtr180e-HcZW_image.png" size="80" isUploading="false" width="558" height="388" darkWidth="558" darkHeight="388" position="flex-start" showCaption="false"}
This is useful when part of the quantity has already been completed and only the remaining quantity should be planned again.
[Learn more about this update](docId\:RP4qXoE8v7R8AgQaTuzFa)
# Autosaving List column widths
Column widths in list views are now saved in the browser cache.
This means your adjusted column widths remain available when you return to the list.
You can reset the column widths at any time in the drop menu **after clicking in the gear icon.**
# Autosaving Report filters (per user)
Filter settings in reports are now saved individually for each user.
This means each user can keep their own preferred report view without affecting other users.
# New Conflict navigation in the Gantt Chart
The Resource Gantt chart now can calculate the total number of Conflicts for each Resource.
By clicking the conflict indicator **\< ⋮ >** , you can jump directly to a Conflict on that Resource
You can also use the left & right arrows to move between the Conflicts of the selected Resource.
This makes it faster to find and review planning conflicts in the Gantt chart.
# Show actual quantity and scrap in the Gantt chart
A new setting allows actual quantities to be shown directly in the Gantt chart.
When the setting is activated, the quantities of each Work Step are highlighted in color:
Green = Yield
Red = Scrap
This gives users a quick visual overview of Yield quantity and Scrap directly in the schedule.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/yO0dVfdtuxmYNrWSZQKHR_image.png" size="80" isUploading="false" width="612" height="204" darkWidth="612" darkHeight="204" position="flex-start" showCaption="false"}
# Gantt refresh button
The Gantt now includes a refresh button.
Clicking the button updates the Gantt view without reloading the entire page.
This helps you quickly stay in the same planning context when something was changed in the play.
# Recalculated Occupancy Time
The Occupancy Time of a Work Step can now be recalculated based on its current position in the Gantt chart
This function is available through the context menu.
It is useful when a work step has been moved and the planning time should be recalculated for the new position.
# Timeline & Manufacturing Plan Views: Configurable Labels for Projects and Production Orders
The labels shown on the Gantt chart bars on Project and Production Order can now be configured by the user.
You can configure it under: **Settings → Planning**
This allows users to decide which information can be showned on the bars.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/QtUx64ztQ8Lk4fbVMy6KG_image.png" size="80" isUploading="false" width="455" height="138" darkWidth="455" darkHeight="138" position="flex-start" showCaption="false"}
# Easier Browsing: Among Planning, Planning Objects, Conflict Radar, and Workbench
Browsing experience between several areas has been improved, including:
- Planning
- Planning Objects
- Conflict Radar
- Workbench
Links between these areas now work more efficiently.
For example, you can now open items in a separate browser tab.
# Qualification Matrix
*Individual license required*
The [Qualification Matrix ](docId\:lIh-Vh-y28F5vZcvLxizQ)provides an alternative way to assign Resources and Resource Groups.
It allows the qualifications of employees or machines to be managed centrally and displayed in a clear overview. This also helps planners see which Resources have the required qualifications for specific work.
# [Custom fields in Workbench Classic and Terminal ](docId\:fqgajv_ODiGlCKcDeDouU)
*Individual license required*
Custom input fields can now be created in the Workbench. The entered values are also available in:
- Workbench history
- Reporting
Workbench Classic:
Workbench Terminal:
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/fy3NnBl4p_qO9knHSRIff_image.png" size="90" isUploading="false" width="596" height="471" darkWidth="596" darkHeight="471" position="flex-start" showCaption="false"}
# Utilization & Pool: Multiple Pools with Detailed Utilization Views
The pool utilization view has been redesigned. Now, up to 6 pools can now be displayed at the same time.
The detailed view for individual pools has also been redesigned. This makes it easier to compare pool utilization and understand available capacity.
# Auto Import: Extended Configuration
The configuration for updating and scheduling Order Items during import can now be managed directly in the frontend.
You can find it in **Administration → Settings → Import/APIs**
# New License Page
A new License page is now available.
It lists all modules and functional building blocks available in planeus.
The page shows:
- which functions are included in your current license
- which functions are available as optional extension
This gives users a clearer overview of available and expandable functionality.
# Additional improvements
- Improved planning algorithm and performance
- Accompanying work steps can now be deleted in the Gantt chart
- Filter settings of report plugins can be saved.
- Date and time formats can be configured per language.
- Optional: barcodes can be printed with an Enter character and in Code 128.
- New languages are now available: German, English, French, Italian, Portuguese, Spanish, Hungarian, Czech, Slovak, and Slovenian.
# Roadmap / Preview of the next release
The following roadmap shows the most important functions planned for the next release.
Please note: all roadmap information is non-binding. Individual features may be changed, postponed, or removed.
## MCP Interface for AI integration
With the new MCP interface — Model Context Protocol — planeus can be connected to AI assistants such as Claude.
AI systems (e.g., LLM) can use this interface to access planning data directly, including: Work Steps, Order Items & Resource Conflicts
This allows planners to receive support with generated analysis, reporting, and automated conflict resolution while always remains in control of the planning decisions.
## Planning Priorities and Factored Scheduling
When multiple Order Items are scheduled at the same time, the following criteria could be considered:
- Customer priority
- Order Item priority
- Delivery dates
Planners will be able to define how strongly each criterion should influence the scheduling result.
This makes priority-based planning more flexible and transparent.
## Extended Pool for Improved Workforce Planning
The Pools function would be extended to support multiple assignments in the technology area.
In addition, the scheduling algorithm would check pool availability in the future.
This will support more accurate workforce and resource planning.
## Conflict Radar Redesign
The Conflict Radar will be redesigned to make the different conflict types easier to identify.
The following Conflict types will be shown more clearly:
- Overdue Delivery Dates
- Overloaded Resources
This will help planners recognize critical issues faster.
## “My planeus” Page Redesign
My planeus page will be redesigned.
The goal is to make user-specific settings and information directly available in one place.
This may include:
- Video tutorials
- Help Center links
- User-Specific settings
[title] Qualification Matrix
[path] Master Data/
The **Qualification Matrix** gives you simple way to see and manage [Resources](docId\:aCBxIPCoS3D6r5xZ1fnbI) and [Resources](docId\:aCBxIPCoS3D6r5xZ1fnbI).
It shows which **employees**, **machines**, or **tools** belong to which **qualifications**.
Here, the **Resource Group** is the qualification.
## How to access Qualification Matrix
You need **two active licenses** to use the Qualification Matrix:
- **Qualification Matrix**
- **Multi-Functional Resources**
The menu item is only shown when both licenses are active.
### User permissions
User permissions also decide whether this logic is visible and editable:
- **Read Resources** lets users open and view the Qualification Matrix
- **Write Resources** lets users change or create qualification assignments
If a user does not have the needed permissions, the Qualification Matrix will not be shown.
## How it works
When you open the Qualification Matrix, you see all **resource groups** and **resources** in a table.
- The list is sorted by **Resource name**
- The table shows which Resources are linked to which qualifications
- If a resource is assigned to a new Resource group, the related row and column are highlighted
### Using filters
You can use filters to show only the data you need.
For example, you can filter by **Resource Type**:
- **Machine**
- **Employee**
- **Tool**
You can also filter by **Departments**.
:::hint{type="warning"}
You can set up your Departments in [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP)** > Organization > Departments**
:::
## Archived resources
With the **gear icon** in the top right, you can choose whether archived resources are shown or hidden.
This helps keep the view clear and focused on active resources.
[title] Settings
[path] Settings & Configurations/
In **Administration > Settings**, you can customize how planeus works in following tabs:
- Planning Objects
- Planning
- Workbench
- Import / APIs
- Reporting
- Security
**Auto-Activation**
By default, new Order Items are “activated”, which means they will automatically appear in the Workbench for feedback.
If you prefer to check them first before letting them be seen by Workbench users, you can disable this so you can activate each order manually before it appears in the Workbench.
**Column Configuration**
Choose exactly what information you want to see in your lists for Planning Objects — and in what order it appears.
- Drag and drop columns between **Visible** and **Not Visible** sections.
- The sequence you set here decides how columns show up in list views for things like Projects, Order Items, Production Orders, Work Steps, and Processes.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/5uWcXEhFOKyPL4x8fgIcH_image.png" size="70" width="974" height="694" position="flex-start" darkWidth="974" darkHeight="694" showCaption="false"}
For **External Partners**, you can also set up a separate column view for Work Steps and Processes. This way, you control which details your partners can see.
# Planning
- **Enable the "Free move" option in Timeline / Manufacturing Planning:**
Turn this on if you want to drag and drop any tasks anywhere on the Gantt charts, without following predecessor-successor relations.
- **Enable the "Optimize Utilization" option in Manufacturing Planning:**
Enable this to use automatic tools like “Optimize Utilization Left/Right” in the Manufacturing Planning Gantt chart. It helps you quickly fill gaps and balance workloads.
- **Throughput time optimization**:
Let planeus automatically shorten throughput times when creating your schedule, so you can process and complete your operations faster.
- **Fix production orders when scheduling:**
Enable this to let planeus locks it in place to keep your plan unmovable when you schedule a production order. You can unlock it later if you need to make changes.
- [Color the Work Steps according to... ](docId\:M_QT1guwMhQrDIZdgG22E)**: **
Choose whether you want work steps in the Gantt charts colored based on Resource Groups or Articles. This makes it easier to spot patterns and organize your view.
- **Standard period for Timeline and Manufacturing Planning:
**
Set the default time range you want to see when you view the Gantt charts.
- **Default scheduling direction:**
Decide whether planeus should schedule order items *Forward *(from today into the future) or *Backward* (from the delivery date backward).
- **Move Work Steps across different groups:**
Enable this if you want to shift work steps to different Resources outside of their original group. It’s helpful when you need flexibility in your resource assignments.
- **Object Labeling:
**
Pick what details you’d like displayed *on the bars* in the Resource Gantt chart — for example, order numbers, article names, or other key info.
# Workbench
- **Auto-Complete Predecessors:**
When you confirm a work step, planeus automatically marks any earlier steps as completed so you don’t have to do it manually. This also works across assemblies: when the main production order is completed, the related sub-assembly orders are completed automatically as well.
- **Plausibility Check:**
Enable this if you want to make sure you only report quantities in a work step that match or are less than what was reported in the previous step. [More about Workbench](docId\:fqgajv_ODiGlCKcDeDouU)
- **Mandatory Fields:**
Make Quantity and Duration fields required so users always enter this important information during feedback.
- **Barcode printing with Enter key:**
Barcodes can be printed with an included Enter sign and Code "128" instead of Code "39".
- **Anonymous Feedback:**
Allow users to send feedback without saving their name, for more privacy if needed.
- **Custom Headings:**
Change the labels for Work Steps and Processes to fit your terminology and needs.
- **Terminal: Quantity Check on Completion\*:**
When you switch this on, users can only mark a Work Step as finished if the reported quantity matches the yield from the previous step. Scrap is counted as part of the total quantity.
- **Terminal: Automated feedback on primary Work Steps\*:**
When enabled, planeus automatically marks primary Work Steps as done whenever you give feedback on their related secondary steps. That way, you only need to enter feedback for the secondary steps manually.
- **Terminal: Autologout:**
Choose how many minutes of inactivity will log users out automatically to keep your system secure.
:::hint{type="danger"}
* Terminal settings **Quantity Check on Completion** and **Automated feedback on primary Work Steps** *should not *be used together.
Using both at the same time can lead to conflicting feedback logic and may cause incorrect results. **Use only one of these settings** based on your production workflow.
:::
# Import / APIs
For details about importing data or connecting planeus to other systems.[More about Importing & APIs](docId:16NW_wLHYSfFWfbaDveK9)
# Reporting
Here, you can adjust settings for calculating reports such as[Overall Equipment Effectiveness (OEE) Reports](docId\:xKywBqN1Kpuzz8ziCPlGx) and [Schedule Adherence](docId\:xKywBqN1Kpuzz8ziCPlGx)
# Security
Here, you can decide whether users need 2-Factor Authentication to log in to planeus. This is a global setting for your entire system. [More about 2-Factor Authentication](docId\:xxwJ7TyWAx5A5-9r5m0gB)
[title] Configuration
[path] Settings & Configurations/
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.
:::hint{type="info"}
**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.
:::hint{type="info"}
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:
1. Go to **Configuration > Cause of Disruptions** to create groups and add reasons under each one.
2. 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.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/P6pFwIl_fpYmiobG9yhpo_image.png" size="62" width="625" height="743" position="flex-start" darkWidth="625" darkHeight="743" showCaption="false"}
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.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/HjlkYPY8p5SgCugrDXspr_image.png" size="72" width="892" height="777" position="flex-start" darkWidth="892" darkHeight="777" showCaption="false"}
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.
[title] Switching Languages
[path] Settings & Configurations/
At the comment, the following languages are publicly supported by planeus.
- English
- German
- French
- Spanish
- Hungarian
- Portuguese
If you need planeus in other languages, let us know — a full or partial language pack can be added on request.
You can set the language for each user in [User Management](docId\:QXMRgSTyv7fHAvLZv8sHj).
Users can also change their own UI language anytime in [My planeus](docId\:QHnHm7HkLp0uJeBIMCUu0).
[title] Quantity Limits
[path] Master Data/Resources/
# What It Means
By setting up the maximum quantity in quantity limits, you can decide the **highest number of units **your machine or workstation can handle at the same time.
*For example: “This furnace can only process 100 parts in one batch.”*
Once you’ve set that limit, planeus will make sure your plan never overloads the resource.
# How it Works in Resources
When the **“Limit Quantity”** option is enabled:
- In the **Resource settings**, you enter the maximum quantity the Resource can handle at once.
- From then on, the system will always keep this in mind when scheduling orders. You can simply type the number. Units of measurement are irrelevant here.
:::hint{type="warning"}
The following rules apply to a Resource with a Quantity Limit:
- It will become a **Multi-Assignable Resource**, allow processing multiple tasks at once, up to the maximum quantity you set.
- It **cannot **be an [Attendant Resource](docId\:Pwn_ellFhl-1hHiN7efbn).
- It **cannot** be a [Parallel Resource](docId:5E4pJD__vvYxLpkIc3oha) or [Installer](docId\:U20v5CaIQG_-_lVSeiXCH) Resource.
:::
# How it Works in Technology
In the current version of planeus, if you assign a Resource with a Quantity Limit to a Work Step:
- You must enter a **setup time **(the time needed to prepare the Resource before work can start).
- Under Resources with Quantity Limits, instead of the Duration/Unit time, the **Setup Time will be determining the actual length of the Work Step** in the Resource.
# Planning Rules
When planeus schedules with maximum quantities, it follows these rules:
1. **Order items stay undivided**
The system won’t split a single order item into smaller parts.
2. **If the order fits**, the whole item goes on the resource.
3. **If the order is too big**, planeus will fill the Quantity on the resource up to the max. The leftover quantity is then scheduled as a follow-up task on the same resource.
4. **If the Resource have some free space left,** a new order that fits into that space will be scheduled there.
5. **No overlapping allowed. **When you add new Work Steps to a Resource, planeus always respects the start and end times of the Work Steps already scheduled. This means you cannot place Work Steps in a staggered or overlapping way on the same machine.
## Manual Changes
If you need to stagger or move Work Steps anyway, you can do this with **free move**.
- To prevent mistakes, it’s best to keep [Fix Production Orders](docId\:MCScW6CEMmikvG-WSpxzV) enabled.
- If you need to move a specific Work Step, you can [unlock it](docId:7lS4fF8Z5_1Z5-8EGi-Tl) on the Gantt chart.
## Example 1: Machine Capacity
- Oven A has a max quantity of **100 pieces.**
- You want to run four orders:
- Order 1: 20 pieces
- Order 2: 30 pieces
- Order 3: 30 pieces
- Order 4: 40 pieces
Together, that’s **120 pieces** — too much for Oven A at once.
**What planeus does:**
- Schedules Orders 1 + 2 + 3 = 80 pieces in parallel.
- Leaves 20 pieces free.
- Puts Order 4 = 40 pieces *right after.*
- So the oven **never goes over 100 pieces**.
## Example 2: Using Remaining Capacity
- In the case above: Machine A still has space for 20 pieces.
- Now a new order comes in: 20 pieces.
- **planeus fills the 20-piece gap** with the new order — no wasted space.
:::hint{type="success"}
With **Quantity Limits**, planeus **automatically fills leftover capacity**, **avoids overloads**, and keeps machines at the right load. Manual changes are possible, but you stay in control by fixing or unlocking orders as needed.
:::
[title] Production Order Management
[path] Planning Objects/
# Pausing Production Orders
:::hint{type="info"}
**In the previous version**, Pausing was only possible for Production Orders with status "Interrupted".
:::
The **Pausing Production Orders** feature lets you temporarily stop the progress on production orders that have already started, **without losing any progress or data**.
## What does "pausing" mean?
- When you **pause** a production order, planeus **removes it from the active planning schedule**.
- All related **Work Steps** are paused as well.
- Paused Work Steps **are not included in planning** until you resume the order.
## What data will be saved?
- Any **feedback already recorded** for the paused production order stays saved.
- When you **resume** the order later:
- Only the **remaining quantity** is scheduled again.
- Remaining quantity = Target quantity minus any already confirmed quantities from feedback.
- Resumed Work Steps that **already reached target yield quantity** will be automatically marked as "Completed".
:::hint{type="warning"}
If the original Technology included **fixed dates**, planeus ignores those when you resume the production order.
:::
## What’s the Difference Between Unscheduling and Pausing?
It’s easy to mix up Unscheduling and Pausing. Here’s how they’re different:
### Unscheduling an Order Item
- Unscheduling Order Item** will deletes all related data**, including:
- Production Orders
- Work Steps
- Processes
- Feedback records
- Use this if you **haven’t started work yet** and want to fully remove an Order Item from your plan.
### Pausing a Production Order
- **Keeps all data and their feedback safe and unchanged.**
- Simply puts the Production Order on hold so you can **resume it later** without losing any data.
- Perfect for handling unexpected situations, like:
- Missing materials
- Machine breakdowns
- Changing priorities
## How to Pause a Production Order?
1. Open the **Detail Panel** for the Production Order.
2. Click **Pause Production Order**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/UtEHFt86vH-F5EjXW_kHk_image.png" size="70" width="734" height="397" position="flex-start" darkWidth="734" darkHeight="397" showCaption="false"}
Paused Production Orders will be marked with a special symbol in the **Status** column.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/3NK5V3gALDZTTzbR3W0hP_image.png" size="72" width="656" height="150" position="flex-start" darkWidth="656" darkHeight="150" showCaption="false"}
## How to unpause a Production Order
- Open the **Detail Panel** for the paused Production Order.
- Click **Unpause Order**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/8XUcVmpbYXaJxp72hr3fN_image.png" size="74" width="735" height="305" position="flex-start" darkWidth="735" darkHeight="305" showCaption="false"}
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/YBXm5QPP_3Sc7bL-WMkCk_image.png" size="74" width="537" height="368" darkWidth="537" darkHeight="368" position="flex-start" showCaption="false"}
When scheduing a unpaused Order Item, planeus will:
- Reschedule the Production Order **forward from today **or** chosen start date**.
- Plan only the **remaining quantity** for each Work Step.
:::hint{type="warning"}
When Pausing and Unpausing Orders, [Assembly](docId\:q0sFaiEEbPmTwS5Q08EV2) structure will be** ignored**.
:::
## Reduce Quantity when Unpausing
When you unpause a production order, you can reduce the order quantity.
This is useful when you do not want to continue the full original quantity, but only want to continue with a smaller amount.
### How it works
If **Quantity reduction** is switched on, planeus will shows the require field **New Target Quantity. **When **Quantity reduction** is switched off, this field is hidden.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/RHe8jX8T_MUp-UxtO_MWh_image.png" size="66" width="537" height="199" position="flex-start" darkWidth="537" darkHeight="199" showCaption="false"}
### Allowed quantity
The new quantity must stay within these limits:
- **Minimum:** 1
- **Maximum:** Original quantity minus 1
Example:
If the original ordered quantity is **100,**
the highest possible New Target Quantity would be **99.**
If the production order quantity is **1**, you cannot reduce the quantity using this function.
### Suggested quantity
When enabling Quantity Reduction, planeus will automatically suggest the new target quantity:
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/itifLioGXnQ7wh-u1cf7U_image.png" size="64" width="459" height="68" position="flex-start" darkWidth="459" darkHeight="68" showCaption="false"}
If feedback already exists, planeus uses the latest completed operation with feedback to suggest the new quantity.
You can change the suggested quantity manually within the maximum limit.
### Parallel Work Steps
Sometimes, several [parallel Work Steps](docId:5E4pJD__vvYxLpkIc3oha) could be worked simultaneously by the same position number.
In this case, planeus will add their reported quantities together and uses this as the suggested quantity. But still, the new quantity cannot be higher than the maximum limit.
# Changing Quantities in Production Orders
You can change the **quantity** directly in the Production Order’s **Quantity field**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/uxby5muiXZtMBo_-TtrGm_image.png" size="74" width="734" height="395" position="flex-start" darkWidth="734" darkHeight="395" showCaption="false"}
:::hint{type="warning"}
When you change the quantity. it will
- **Reschedule** the Production Order.
- **Delete all **existing feedback.
:::
# Adding Multiple Production Orders to One Process
You can manually add **additional Production Orders** to an existing production process:
- Go to the **Detail Panel** under **Planning Objects > Processes**.
- Add new Production Orders as needed.
This makes it easy to expand processes without starting over.
The **Pause Production Orders** feature gives you the flexibility to temporarily stop work and pick it up again later — keeping your planning agile and your data safe.
Fix Production Orders When Scheduling
# Fix Production Orders When Scheduling
If you turn on **“Fix Production Orders When Scheduling”** in the settings, every production order is locked as soon as it’s scheduled.
To move an production order, you first need **unlock it manually**. For more, see [Locking / Fixing Production Order](docId:7lS4fF8Z5_1Z5-8EGi-Tl)
[title] Scheduling
[path] Planning Objects/
When you’re ready to plan your Order Items, click the **Save** or **Apply** button.
This action triggers planeus to create and schedule all the required elements:
- **Production Orders**
- **Work Steps**
- **Processes**
# Scheduling directions
planeus supports two scheduling directions: **Backward Scheduling** and **Forward Scheduling**. Both consider resource availability, capacity plans, dependencies, and the assigned calendars to determine when production can take place.
## Backward Scheduling
- Backward Scheduling starts from the **delivery date** and works backward to determine the latest possible start date for the Production Order.
- **Starting point:** Scheduling begins at **00:00 on the delivery date** and proceeds backward.
- **Step 1 – Schedule downstream Processes:** If downstream Processes are assigned to the Production Order, they are scheduled first. Weekends and public holidays are considered based on the assigned calendar.
- **Step 2 – Schedule Work Steps:** Individual Work Steps are scheduled in reverse order, following these rules:
- **Resource availability:** planeus identifies compatible primary resources based on their defined characteristics and available capacity. Resource groups are fully considered.
- **Time-slot selection:** Among the compatible resources, planeus selects the available time slot closest to the delivery date.
- **Capacity plans:** The capacity plans assigned to the resources are considered when selecting available time slots.
- **Parallel resources:** The same scheduling logic applies to each required parallel resource.
- **Assemblies and cycles:** The scheduling process follows the same logic for assemblies and production cycles.
### Why use Backward Scheduling?
Backward Scheduling helps ensure that products are completed **just in time**, avoiding unnecessarily early production that could tie up resources or increase inventory.
**Example use cases:**
- When delivery dates are critical and production needs to be aligned with customer deadlines.
- When you want to avoid producing goods too early and storing them unnecessarily.
- When minimizing finished goods, raw material inventory, or work in progress (WIP) is a planning priority.
- When shelf life, freshness, or the risk of deterioration makes it important to produce as close to the delivery date as possible.
## Forward Scheduling
Forward Scheduling starts at the **earliest possible point in time **and schedules production forward to determine the earliest possible completion date.
- **Starting point:** Scheduling begins at **now + 1 hour** or from the **defined planning start date**.
- **Step 1 – Schedule upstream Processes:** If upstream Processes are assigned to the Production Order, they are scheduled first. Weekends and public holidays are considered based on the assigned calendar.
- **Step 2 – Schedule Work Steps:** Individual Work Steps are scheduled sequentially, following these rules:
- **Resource availability:** Planeus identifies compatible primary resources based on their defined characteristics and available capacity. Resource groups are fully considered.
- **Time-slot selection:** Among the compatible resources, planeus selects the earliest available time slot from the planning start date.
- **Capacity plans:** The capacity plans assigned to the resources are considered when selecting available time slots.
- **Parallel resources:** The same scheduling logic applies to each required parallel resource.
- **Assemblies and cycles:** The scheduling process follows the same logic for assemblies and production cycles.
- **Delivery date consideration:** The entire delivery date is treated as an available planning day and can be fully included in the schedule.
**Why use Forward Scheduling?**
Forward Scheduling helps ensure that production is completed **as early as possible**, making available capacity usable sooner and providing additional flexibility before delivery deadlines.
**Example use cases:**
- When you want to complete work early to have extra flexibility.
- When it might be safer to have products ready ahead of time.
- When you want to maximize the use of your resources (e.g., equipment and people) shortly after your planning progress.
Forward Scheduling helps ensure that production is completed **as early as possible**, making available capacity usable sooner and providing additional flexibility before delivery deadlines.
**Example use cases:**
- When you want to complete work early to create additional scheduling flexibility.
- When having products ready ahead of the delivery date reduces the risk of delays.
- When you want to make efficient use of available equipment and personnel capacity at the earliest possible opportunity.
## Special Scheduling Rules
The following rules apply to both scheduling directions where relevant.
### Fixed Start Dates
If a fixed start date is defined for a Work Step, that Work Step becomes the **scheduling anchor** and is scheduled first.
- All preceding Work Steps are scheduled backward from the fixed date.
- All subsequent Work Steps are scheduled forward from the fixed date.
- The standard resource compatibility, capacity, and time-slot selection rules continue to apply in both directions.
This allows planeus to accommodate fixed production commitments while scheduling the remaining Work Steps around them.
### Resource Priorities
When resource priorities are defined, they take precedence over the standard **best-available-time-slot selection**.
- Planeus prioritizes the resource with the highest assigned priority, rather than automatically selecting the resource offering the earliest available time slot.
- If multiple resources have the same priority, the standard time-slot selection rules apply.
This allows planners to favor preferred machines or resources when several compatible alternatives are available.
### [Employee as a Parallel Resource](docId:5E4pJD__vvYxLpkIc3oha)
Special scheduling considerations apply when employees are assigned as parallel resources. These are described separately in the corresponding documentation.
# Plan anyway
The **Plan anyway** feature lets you schedule an Order Item even if there’s no capacity available at that selected time frame.
This means planeus will fit the order into your schedule *no matter what*.
:::hint{type="danger"}
This **will create Conflicts** that you’ll need to resolve manually later.
:::
## Why use Plan anyway?
- When an order is **urgent** and **must be scheduled**, and you’re prepared to move other work around to make it happen.
- When you want to **see how your plan would look** if you forced an order in, so you can decide what to adjust.
# Throughput Time Optimization
By default, planeus tries to optimize the throughput time for every Order Item during scheduling.
Here’s how it works:
- In Forward Scheduling:
- planeus first plans all Work Steps forward.
- Then it checks if backward scheduling would result in a shorter total time.
- In Backward Scheduling:
- planeus first plans backward.
- Then it tests if forward scheduling would be quicker.
- planeus compares both results and chooses the shortest option for you.
You can **disable throughput time optimization** in [Settings](docId\:MCScW6CEMmikvG-WSpxzV).
- If disabled, planeus will stick to whichever direction (forward or backward) you’ve selected.
# Unscheduling & Rescheduling
In planeus, you can **unschedule **and **reschedule **your Order Items to keep your plan flexible and up to date.
## Unscheduling
If you need to remove an Order Item from the plan:
- Go to the Master Data
- Click on Order Item tab
- Go to the **Detail Panel** of the Order Item you want to remove from the plan.
- Choose **Unschedule Order Item**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/x95ItkNOaPyDSfS5s5MFi_image.png" size="68" width="746" height="349" position="flex-start" darkWidth="746" darkHeight="349" showCaption="false"}
:::hint{type="warning"}
All related Planning Objects (Production Orders, Processes, Work Steps, and Feedback) are **deleted** when you unschedule.
:::
## Rescheduling
Order Items that are unscheduled can be **rescheduled** at any time:
- Use the **Schedule** function to plan them again.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/XscU7BDE0NPGxnb1nap4M_image.png" size="68" width="747" height="350" position="flex-start" darkWidth="747" darkHeight="350" showCaption="false"}
### Warning About Feedback
If some progress feedback has already been recorded for an Order Item, you’ll see a warning:
:::hint{type="danger"}
“This Order Item already contains feedback. Unscheduling will delete this feedback. Do you want to continue?”
:::
# Pausing Production Orders
Instead of unscheduling, you can use the **Pausing Production Orders** feature.
- This keeps your Planning Objects and feedback unaffected by changes.
- It lets you pause work without losing any progress.
# Scheduling Order Items with Sorting
When you select several Order Items using batch select and schedule them together, you can define the order in which they should be planned.
This helps you prioritize important Order Items and reduce resource allocation conflicts during scheduling.
## Planning Order With Batch Select
When you select and schedule several Order Items at the same time, planeus will schedule the batch-selected orders by the following hierarchy:
1. **Sequencing Ranks**
Order Items with a Sequencing Rank ("Seq. Rank") are planned first. The lower the rank number, the earlier the Order Item is planned.
2. **Characteristics for Sequence**
If no Sequencing Rank is entered, or if several Order Items are on the same Sequencing Rank, planeus will check their [Characteristic for Sequence](docId\:YLmoBWeq2kHg4kLxcnxGi)
3. **Delivery dates**
If the Sequencing Ranks and Characteristics for Sequence are empty or the same, planeus uses the delivery date. Order Items with the earliest delivery date is planned first.
This helps you plan important Order Items first and reduce Resource conflicts.
### Special Case: Only Part of the Order Items Have Sequencing Ranks
If only some Order Items have a Sequencing Rank, planeus plans those first.
The remaining Order Items are planned afterward by delivery date, unless a Characteristics for Sequence is available.
### Behavior During Import
The same logic applies when Order Items are imported.
If no Sequencing Ranks is defined, planeus plans the sequence mainly by delivery date, with the earliest date first, unless a Characteristics for Sequence is available.
# Editing Technologies & Process Templates
You can edit the **Technology** or **Process Template** for any Order Items:
- These changes only affect the specific Order Item.
And they do **not** change the Article Master Data.
- You can also edit the **Bill of Materials (BOM)** during this process.
# Changing Delivery Dates
- You can change the delivery date for any Order Item, even after it’s been scheduled.
- Changing the date **doesn’t automatically unschedule** the item.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/N-P8oX-8oEIetqmoYBD8i_image.png" size="78" width="734" height="264" position="flex-start" darkWidth="734" darkHeight="264" showCaption="false"}
### Special Note for Imported Orders Items
For imported Order Items, there’s a setting “Changed delivery dates trigger rescheduling” under **Administration > Settings**
- If this setting is **enabled** (default), changing the delivery date will automatically unschedule the Order Item.
- If it’s **disabled**, you can change dates without affecting the schedule.
[More about this setting](docId:16NW_wLHYSfFWfbaDveK9)
[title] Release 25.01
[path] Change Log/
# planeus Help Center
The new planeus Help Center replaces the former user manual and is now accessible directly from within planeus. With AI-assisted search, finding the right information becomes faster and easier than ever.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/2g5loHNlKb1dHHwKk0odS_image.png" size="50" isUploading="false" width="509" height="108" darkWidth="509" darkHeight="108" position="flex-start" showCaption="false"}
# Roles & Permissions
Each user can now be assigned a specific user role. These roles define a user’s permissions per module or tab. The standard permission levels are:
- Read
- Write
- Delete
User roles are part of the user management system.
Further information can be found here:
https\://help.planeus-solutions.com/users-and-licenses
# Maximum Quantity per Resource
With the new [Quantity Limits](docId\:FvYpw1PvAdwx3wuNogCvK) function, you can define how much quantity can be processed simultaneously on each resource. planeus automatically considers these limits during planning to prevent overload situations.
This feature requires a dedicated license.
Quantity Validation at Completion
(Workbench Terminal)
====================
This setting ensures that when reporting the completion of an operation, the OK-quantity of the previous operation must always be confirmed as well.
[Learn more here](docId\:fqgajv_ODiGlCKcDeDouU)
# OEE Calculation Update
The calculation logic for the OEE metric has been revised to ensure more accurate insights.
# Display of Actual Quantity per Work Step
Planners now get a quick overview of how many parts/quantities have already been reported for each operation directly within the detailed time view.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/nj2sBNWuteOVmr5j08iZW_image.png" size="50" isUploading="false" width="404" height="486" darkWidth="404" darkHeight="486" position="flex-start" showCaption="false"}
# Gantt chart: More Information on Icons & Symbols
A new legend in the Gantt chart provides clear explanations for all symbols used.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/wl35AJ56w2c_2SvvXjd5J_image.png" size="50" isUploading="false" width="361" height="477" darkWidth="361" darkHeight="477" position="flex-start" showCaption="false"}
# Gantt Chart: Extended Filter Options
The filter in Production Planning now includes the field “Production Order Numb*e*r”, making it easier to narrow down specific orders.
# Conflict Radar: Simplified Filters
A new streamlined filtering system makes it easy to hide past conflicts and quickly set date filters for the upcoming x days.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/8YSuLbJPxzlUfm2WTzwU0_upload.png" size="80" width="604" height="170" isUploading="false" darkWidth="604" darkHeight="170" position="flex-start" showCaption="false"}
# Gantt chart: New function “Plan Conflictless from here”
This function further simplifies the problem-solving process in planeus.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/UEDwLcmWoIbzTCtQGJ3Sg_image.png" size="50" isUploading="false" width="470" height="467" darkWidth="470" darkHeight="467" position="flex-start" showCaption="false"}
[title] Resources
[path] Master Data/
# What are Resources in planeus?
In planeus, **Resources **are anything you need to complete a job — like employees, machines, or tools.
# What are Resource Groups in planeus?
Every resource belongs to one or more **Resource Groups**.
A Resource Group is a way to organize similar resources together, such as:
- A group of machines with the same capabilities
- A group of employees with the same skills
You can manage Resource Groups under [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/bLxT4O46A4_W94lf3W4p4_image.png" size="72" width="915" height="745" position="flex-start" showCaption="false"}
## Assigning Capacity Plans to Resources
Each resource can have one or more **Capacity Plan** assigned. Capacity Plans define when a resource is available to work.
- You’ll set up Capacity Plans under [Configuration](docId\:dGjLWrhMESeuQNVBZx2RP).
- You can assign a Capacity Plan to a resource for a specific time range.
- If the “Valid Until” field is left empty, the plan applies indefinitely.
# Recurring Capacity Plans
planeus supports **recurring capacity plan**.
Here’s how it works:
- Enable the **Recurring Capacity Plan** option.
- Assign different weeks with different schedules.
**Example:**
Between March 1, 2025, and June 30, 2025:
- Week 1 = Early shift
- Week 2 = Late shift
This pattern of Early-Late Shift will repeat throughout the time period.
# Multi-Assignable Resources
You can mark a machine as a **Multi-Assignable Resource**. This means the planning algorithm can assign multiple tasks to that machine at the same time.
Here’s how it works:
- Enable the **Allow Multi-Assign** option.
- Use the field **“Max. number of multiple work steps”** to set a limit.
- You can also leave it blank for unlimited simultaneous tasks.
When a resource is set to be multi-assignable, planeus **will not show conflict** for overlapping assignments, even if the tasks are assigned manually or automatically.
# Allow Feedback
When you enable "**Feedback” **for a Resource, it will be visible in the Workbench for reporting progress or updates.
:::hint{type="info"}
This setting will not affect conflict detection in planning.
:::
Frozen Zone
===========
The **Frozen Zone** helps you lock in your plans from a certain point forward.
- Inside the Frozen Zone, you **can’t move or change Work Steps.**
- You also can’t drag new Work Steps into the Frozen Zone.
Each resource has its own Frozen Zone settings.
### What is the blue shaded area in the Gantt chart?
a in Gantt chart means that this time range have became a Frozen Zone.
If any part of a Work Step falls inside the Frozen Zone, it becomes fixed and can’t be changed — unless you have special user permissions.
To move or edit tasks within the Frozen Zone, you’ll need specific user rights. [More about User Rights](docId\:QXMRgSTyv7fHAvLZv8sHj).
# Duplicating Resources
You can **duplicate** an existing Resource to quickly create a similar resource.
- All data from the original Resource is copied as a starting point.
- Before saving, you just need to give your new resource a unique name.
planeus gives you powerful ways to manage all kinds of resources — making sure the right people, machines, and tools are always planned where they’re needed.
[title] Status
[path] Planning Objects/
**Status** in planeus helps you track progress across all levels of your planning, ensuring you always know what’s happening — from high-level projects down to individual tasks.
# What statuses can a Planning Object have?
Every Planning Object in planeus has a **status** that shows where it stands in the planning or production process.
Here are the possible statuses:
| **Status** | Symbol |
| --------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Not Scheduled | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/iCOH7Rr2D0e-5AST8cAPD_image.png" size="18" width="67" height="51" position="center" showCaption="false"} |
| Scheduled | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Ay0qr6NBvZ_K67ZRnP5NO_image.png" size="18" width="63" height="49" position="center" showCaption="false"} |
| Started | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/TGOyiuKIuVRDXZ32N6zvn_image.png" size="18" width="58" height="54" position="center" showCaption="false"} |
| Interrupted | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/7CXLTUx7F9Rf3w_yON0p5_image.png" size="18" width="63" height="60" position="center" showCaption="false"} |
| Completed | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/fwOCDe2Xu5zo-sKhJjFbK_image.png" size="18" width="71" height="59" position="center" showCaption="false"} |
| Paused (Specific to Work Steps in the Workbench Terminal) | ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Ld2Ij6_69zbVz-kXECtK4_image.png" size="18" width="74" height="63" position="center" showCaption="false"} |
# How do statuses affect each other?
planeus links Planning Objects in a **hierarchy**. This means that the status of higher-level objects often depends on what happens to the lower-level ones.
The same logic applies to **all **Planning Object hierarchies.
Following are some examples:
| Workstep 1 | Scheduled |
| -------------------- | --------------------------------------------------- |
| Workstep 2 | Scheduled |
| Workstep 3 | Scheduled |
| **Production Order** | Shows: ***Scheduled*** |
When all Work Steps are **Scheduled**, the Production Order is also **Scheduled**.
| Workstep 1 | Completed |
| -------------------- | ------------------------------------------------------- |
| Workstep 2 | |
| Workstep 3 | Scheduled |
| **Production Order** | Shows: ***S******tarted*** |
If at least one Work Step has **Started **or is **Paused**, the Production Order is **Started**.
| Workstep 1 | Completed |
| -------------------- | ------------------------------------------------------- |
| Workstep 2 | Completed |
| Workstep 3 | Scheduled |
| **Production Order** | Shows: ***S******tarted*** |
If some Work Steps are already **Completed** and the remaining ones are still **Scheduled**, the production order is also **Started**.
| Workstep 1 | Completed |
| -------------------- | --------------------------------------------------------- |
| Workstep 2 | Completed |
| Workstep 3 | Completed |
| **Production Order** | Shows: ***Completed********* |
When all Work Steps are **Completed**, the Production Order is **Completed**.
| Workstep 1 | Completed |
| -------------------- | ----------------------------------------------------------- |
| Workstep 2 | Interrupted |
| Workstep 3 | Scheduled |
| **Production Order** | Shows: ***I******nterrupted*** |
If one Work Step is **Interrupted**, the Production Order is **Interrupted**.
| Workstep 1 | Completed |
| -------------------- | ----------------------------------------------------------- |
| Workstep 2 | Interrupted |
| Workstep 3 | Started or Paused |
| **Production Order** | Shows: ***I******nterrupted*** |
Even if another Work Step has already **Started **or is **Paused**, the Production Order is still **Interrupted **when one Work Step is **Interrupted**.
[title] Conflict Radar
[path] /
Conflict Radar is based on the **deviation-based, exception-driven logic**, a fresh and proven approach to solve traditional planning & control challenges proactively.
## Why the traditional logic Falls Short
In fast-moving, resource-constrained environments, that model breaks down to many challenges:
- **Inefficiency from manual and constant checking**
- **Constant firefighting to keep the original plan intact**
- **Data overload and unclear priorities**
# What is the exception-driven logic?
**Exception-driven logic** is a new generation of problem-solving approach redesigned by our experts — not to chase problems that have already occured, but to anticipate what’s about to *deviate* from your goals.
# How Conflict Radar works?
Conflict Radar highlights **three core types of plan deviations**:
- **Resource Overload**
When too many tasks compete for the same machines or people.
- **Missed Delivery Date**
When deadlines can’t be met as planned.
- **Overdue Feedback**
When updates from the shop floor are missing.
:::hint{type="success"}
**Note:**
Conflict Radar is a mechanism solely** focusing on future** **conflicts.**
So you can stay focused on what’s ahead.
:::
# Conflict counters
planeus keeps conflict information visible: The **Conflict Bubble** in the top menu always shows how many open conflicts remain, so you’re never guessing about system health.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/k36Ao79EOibf8R2s16iwx_image.png" size="66" width="1048" height="560" position="flex-start" darkWidth="1048" darkHeight="560" showCaption="false"}
## Three different views
Conflict Radar offers **three different view to explore your conflicts**:
- **Conflicts List**
A clean overview of every issue.
- **Affected Work Steps**
See which tasks need attention.
- **Overdue Work Steps**
Quickly find anything running behind
## Jump to where it will happen
From any list, you can click **To conflict** to jump straight into the Gantt Chart and fix issues where they will happen in the future.
## Designed to Be Seen
planeus makes conflicts clear and intuitive:
- **Overloaded Resources** will appear in **red** in *Manufacturing Plan* view.
- **Missed Delivery dates** will appear in **red** in the *Timeline *view.
- **Overdue Work Steps **will appear in **orange** in Manufacturing Planning.
:::hint{type="warning"}
**Overdue Work Steps** are Work Steps that should have been started in the past.
:::
:::hint{type="info"}
You can filter for “My Conflicts” to focus solely on your own work.
:::
# Confirm and Track
When a conflict is resolved, a users with permission can **confirm it.**
- Keep your workspace clean and focused.
- Conflict would disappear in the list, but can be reversed if needed.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/xHy62ArHf0tuT7GmxciQL_image.png" size="78" width="762" height="321" position="flex-start" darkWidth="762" darkHeight="321" showCaption="false"}
:::hint{type="success"}
**Conflict Radar **keeps your planning precise, proactive, and clear.
And it’s how planning should feel in the age of **algorithm** and **smart solutions**.
:::
[title] Taking your first steps
[path] Getting Started/
Now that you know the basics of planning and control, let’s look at how it works inside **planeus**.
This chapter gives you a guided tour: the big picture, the first steps to set things up, and how to move around the interface with confidence.
***
**The Two Levels of Planning**
One of the smartest things about planeus is how it separates planning into **two levels**.
These two levels are:
1. **Process Planning** – the big-picture activities around production
2. **Production Planning** – the step-by-step execution of how products get made
# Level 1: Process Planning
**The Big Picture**
**Processes** are all the activities that happen *before or after* the actual manufacturing — like:
- Designing the product
- Ordering materials
- Shipping the finished goods
These steps are managed using **Process Templates**, which you can customize per product (or **Article**).
You’ll see these in the **Timeline Gantt View**, giving you a high-level view of how your non-production tasks fit into the bigger schedule.
:::hint{type="info"}
**Good to know:**
- Processes are **not tied to specific resources** (no machines or operators needed)
- They don't track quantities — they’re about **progress milestones**
- Think of them as planning anchors across your project timeline
:::
***
# Level 2: Production Planning
**The Core Operations**
This is where the core operation takes place — and where your **Technologies & Resources **come into play.
Each **Technology** acts like a recipe. It defines:
- All the **Work Steps** needed to build your product
- Which **resources** are used for each step (machines, people, tools)
- How long each step takes, including setup and buffer times
Every time you plan production, a **Production Order** is created for the product. That order includes all the required Work Steps.
:::hint{type="info"}
**Good to know**
- Work Steps are **directly tied to Resources **(unlike Processes)
- They can be **scheduled down to the minute**
- They're Visible in the **Manufacturing Planning Gantt View**, where you can see who’s doing what — and when
:::
## How Both Levels Connect
Here’s how the two levels come together in planeus:
- You start by creating a **Project**
- That Project contains one or more **Order Items**, which define:
- What you’re making
- How many units are needed
- When they’re due
From each Order Item:
- **Production Orders** and **Work Steps** are generated based on the **Technology**
- **Processes** are added based on the Process Template for that product
This layered approach helps you stay in control from start to finish — from project planning and design to the final delivery — with every detail in between mapped out and easy to follow.
Everything starts with knowing **what** **you need to make** — and **by when**.
***
# Setting Up the Basics
Now that you know the two levels, let’s see how you get started. Planning always begins with demand (what needs to be done) and supply (what you have to work with).
## Step 1: What Needs to Be Done (Demand)
### Order Items
:::hint{type="success"}
Think of **Order Item** like a customer order at a restaurant!
:::
Each one tells you:
- **What article **needs to be made
- **How many units **you need
- **When **they should be ready
This forms your "to-do list" in the production world.
### Articles & Technologies
:::hint{type="success"}
If the **Article** is the dish you offer on the menu, then the **Technology** is your existing recipe.
:::
Each **Article** has at least one **Technology**, which lays out:
- The exact steps to make it (called **Work Steps**)
- How long each step takes
- Which machines, tools, or people you’ll need
- Any setup or buffer times in between
When you add all this up across all your orders, you get a clear picture of your **capacity demand** — how much work is on your plate, and what it will usually take to get it done.
## Step 2: What You Have to Work With (Supply)
Next, look at your **resources **— everything you rely on to get the job done. Good planning means tracking resources and their limits so you don’t overbook or run into surprises.
### Resources
:::hint{type="success"}
**Resources **are anything you rely on to get the job done — machines, people, tools, even storage space.
:::
A Resource can be:
- A **machine** (e.g. CNC machine, paint booth)
- A **person** (e.g. skilled operator, inspector)
- A **tool or accessory** (e.g. mold, fixture, adapter)
- A **vehicle or storage** (e.g. rack, cart, forklift)
- Even an **abstract thing** (e.g. a calibration setting)
## Step 3: What's Actually Available
### Availability
Just because you *have *a resource doesn’t mean it’s always usable
A Resource in planeus is anything that has limits on availab, like:
- Limited **capacity** (e.g. can only handle two jobs at a time)
- Limited **quantity** (e.g. only one specific mold available)
- Limited **time** (e.g. only available during certain shifts)
- Limited **space** (e.g. weight or size constraints)
- Limited **wear and tear** (e.g. tools that need maintenance)
Modern planning systems track these limits and give you **realistic picture of supply** —so you don’t overbook anything or run into surprises.
## Bringing It All Together
In short, planeus connects both sides:
- **What needs to be done** (orders, articles, work steps)
- **What you can actually use** (resources, time, shifts)
When demand and supply are in sync:
- Deadlines are realistic
- Resources aren’t overloaded
- People know what to work on and when
# Working Inside planeus
## All in your browser
planeus runs entirely in your web browser — no downloads, no installations.
For the best experience, we recommend using the latest version of **Google Chrome** or **Microsoft Edge**.
## Navigating the interface
- The main menu is on the left side of the screen.
- Click the **hamburger icon** (three stacked lines) to open or close the menu.
:::hint{type="success"}
Closing the main menu **gives you more space to work**, especially on smaller screens.
:::
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/O6NV_up0P2Knz9FYPJJKG-hbtbu7LiqUo9Tr3pS-neQ-20250707-105622.png" size="64" width="966" height="322" position="flex-start" darkWidth="966" darkHeight="322" showCaption="false"}
Want to access **Administration **or **Configuration** settings?
Just click your **user icon **in the top-right corner.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/d3Rm69-47_8S_iJXD4Q0Q_image.png" size="26" width="278" height="378" position="flex-start" darkWidth="278" darkHeight="378" showCaption="false"}
## How to Edit Anything
See the **three-dots icon (⋮)** next to an item? That’s your editing menu.
Click it to:
- Edit or update details
- Add new entries
- Access extra actions depending on the module
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/47d-O0LrtUcDECMJqO4KL_image.png" size="78" width="619" height="283" position="flex-start" darkWidth="619" darkHeight="283" showCaption="false"}
## Working with lists
Lists are everywhere in planeus — they help you manage:
- **Order Items**
- **Articles**
- **Production Orders**
- And more
All list views follow the same structure, making them easy to use and understand.
The displayed columns and their order in the planning object lists can be configured in the [Settings](docId\:MCScW6CEMmikvG-WSpxzV).
Users can also adjust the column widths directly in the list. These column width settings are saved in the browser cache, so the view stays the same the next time the user opens it. If needed, the column widths can be reset at any time from the gear menu.
Click on any row to open a **detail panel** on the right. From there, you can:
- View full item information
- Make edits and changes
:::hint{type="success"}
From a detail panel, you can** jump straight into the Gantt** **chart** to see where that item fits in your plan.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/c2rQK0JU4ueg7aBdkj5za_image.png" size="70" width="1023" height="398" position="flex-start" darkWidth="1023" darkHeight="398" showCaption="false"}
:::
## Filters & Sorting made easy
You can filter and sort any list however you like.
planeus will **remember your setup** for next time.
:::hint{type="success"}
Tip: Hold **Shift** to sort by multiple columns at once.
:::
:::hint{type="info"}
Need to sort by several columns at once?
Simply **hold down the Shift key** while clicking the column headers.
:::
## Batch-editing multiple items
planeus makes it easy to edit many items at the same time.
- Check the boxes next to the items you want to change.
- planeus will show how many items you’ve selected.
- Click the **Select Icon** for batch actions.
### Want to edit multiple items at once?
- Check the boxes beside the items you want to change
- planeus will show you how many are selected
- Click the **Select icon** to open batch actions
:::hint{type="success"}
For example, you can **batch-schedule **or **unschedule** several Order Items in just a few clicks.
:::
## Recap and ready to start
With just a few clicks, you can:
- Navigate the workspace
- Open and edit items
- Use filters to stay focused
- And manage tasks in bulk
planeus is designed to feel easy from the first day — and powerful for everything that comes next.
:::hint{type="success"}
**That’s it for Getting Started! 🎉**
You’ve now got the foundation you need to begin using planeus with confidence.
Ready for more? Jump into the next sections to dive deeper into advanced planning, shop floor workflows, or explore integration possibilities.
**Let’s plan something great together.**
:::
[title] 2-Factor Authentication
[path] Settings & Configurations/
**2-Factor Authentication (2FA) **adds extra security to your planeus account.
# How It Works
- 2FA is a **global setting**, meaning it applies to **all users** in your planeus system.
- You can enable under **Administration > Settings > Security**.
# Setting Up 2FA
When 2FA is enabled:
1. **Register your account** the first time you log in.
2. Verify your **email address** during the registration process.
3. Connect your account to an **Authenticator app** (like Google Authenticator) to complete your 2FA setup.
Once this is done, you’ll be ready to log in securely with 2FA.
:::hint{type="danger"}
Make sure you **save your recovery password** in a safe place.
If you lose both your login details and your recovery password, please contact our support team.
:::
[title] Tulip Interfaces Connector
[path] Importing & API Integration/
The Tulip–planeus connector is a ready-to-use integration that links **Tulip apps** with the **planeus Planning & Control system**.
::embed[]{url="https://www.youtube.com/watch?v=quZJNu41BTI"}
For more details, you can also check the detailed demo video on [Tulip Library](https://library.tulip.co/apps/planeus-unit-test) made by Tulip Interfaces.
## What is Tulip?
Tulip is a **no-code frontline operations platform** that helps manufacturers digitize, connect, and optimize their shop floor processes — **without heavy IT projects or long development cycles**.
- You can build custom apps (without coding) to guide operators, collect data, and automate tasks.
- It connects to machines, sensors, and other software systems through its open connectors.
- It provides real-time dashboards so you can see what’s happening in production as it happens.
## What the Tulip–planeus Connector Does
At its core, the connector is a **two-way link**:
- **planeus → Tulip**: Deliver live schedules, job sequences, and assignments straight to operator apps.
- **Tulip → planeus**: Feed back status updates, downtimes, completions, and performance metrics instantly.
## Possibilities with Tulip’s Ecosystem
### A Flow of Truth example
This architecture showcases how manufacturers can structure an **automated, hybrid data ecosystem **by combining Tulip & planeus with complementary systems, bridging IT and OT through **REST APIs, OPC UA, and MQTT**.
With Tulip’s ecosystem, the possibility is endless:
- **Endless Integrations**
Combineplaneus schedules with ERP, WMS, QMS, or BI tools using Tulip’s open connectors. Your planning data becomes a part of your entire digital factory.
- **AI & Automation**
Use Tulip’s machine learning and automation tools to predict delays, optimize resources, or trigger alerts — powered by planeus schedule data.
- **No-Code Flexibility**
Build custom Tulip apps tailored to your workflows:
- Show workers their next job instantly.
- Guide setup instructions dynamically.
- Capture andons automatically.
- **IoT, MQTT Brokers, UNS, OPC-UA & Edge Connectivity**
Connecting machine signals or sensors directly into Tulip as an data hub. Then, by connecting Tulip to planeus, it ensures that planeus instantly reflects any stoppage, speed change, or quality signal.
## How to Get Started
1. In Tulip, open the **Connectors** section and add the **planeus connector**.
2. Configure your planeus API endpoint and authentication.
3. Start using prebuilt connector functions, or extend them into your own Tulip apps.
:::hint{type="success"}
If you’d like to explore what this could look like for your process, just reach out to your **Tulip account manager**!
:::
[title] Importing Options
[path] Importing & API Integration/
Connecting planeus to your existing IT system is straightforward.
You can manage the main import and interface settings in one place:
**Administration → Settings → Import / API**
# Key settings at a glance
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/gWrMG3NuWGp2x-MI2D6pL_image.png" size="80" isUploading="false" width="682" height="334" darkWidth="682" darkHeight="334" position="flex-start" showCaption="false"}
Here are some of the most useful options:
- **Reschedule by changing delivery dates**
planeus can automatically react when delivery dates change in the source system.
- **Update order items during import**
If an order item already exists, planeus can update it with the latest imported values.
- **Automatic scheduling options**
You can decide whether planeus should schedule order items automatically and how strictly it should follow planning rules.
- **Comment handling**
You can choose whether imported comments should replace existing comments.
- **Email notifications for import errors**
planeus can notify your team when an automatic import fails, so issues do not go unnoticed.
# Flexible import parameters
planeus includes a range of import parameters that let you fine-tune how the system works with your data.
These settings apply across all supported import types, including:
- manual import
- automatic import
- weclapp
- Unleashed
Some advanced settings would require support from planeus teams. Contact the planeus customer service team for details.
| Option | What it means for your integration | Possible values | Default Values |
| ------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- | -------------- |
| **Plan anyway (PlanAnyway)** | Force planeus schedule an order by ignoring all constraints.
This is useful for urgent orders or activities that still need to go ahead, even when the required resources are not fully available. This will create planning conflicts that need to be resolved in planeus. | Yes / No | No |
| **Update order items (UpdateOrderPositions)** | Updates existing order items when imported data changes, for example item, quantity, or dates. | Yes / No | Yes |
| **Update not planned order items (UpdateNotPlannedOrderPositions)** | Updates order items that are not yet scheduled when new data is imported. | Yes / No | No |
| **Do not plan order items automatically (DoNotPlanOrderPositions)** | Order items will not be automatically scheduled in planeus when imported.
This means they will require manual scheduling through Planning Objects before they appear on the Gantt charts. | Yes / No | No |
| **Automatically set missing order items to “Completed"** | The Status of Order Items will be changed **Completed** if they are no longer included in the imported data.
This also means they will no longer shown on the Gantt charts.
Use this carefully, because it can affect many records at once. | Yes / No | No |
| **Do not update comment (DoNotUpdateOrderPositionComment)** | Keeps existing comments in place and prevents imported data from overwriting them. | Yes / No | No |
| **Update planned order items (UpdatePlannedOrderPositions)** | Updates data in **Scheduled Order Items** when new data is imported. | Yes / No | No |
| **Date formats (DateFormats)** | Defines which date formats planeus accepts during import. Multiple formats are possible. | Example:
**dd.MM.yyyy hh\:mm\:ss, MM/dd/yyyy 00:00:00** | - |
| **CultureInfo** | Defines the regional format used to read and convert dates correctly. | Example:
**en-EN, de-DE** | - |
[title] Manual Import
[path] Importing & API Integration/
Manual import in planeus is a simple three-step process:
**1**. **Select Your Data Type**
- Choose what you want to import, like Order Items, Articles and Technologies, Customers, or Material.
- Download the matching data template for your selection.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/HWRwj0hgQIt6RuO6WsTHk_image.png" size="72" width="677" height="490" position="flex-start" showCaption="false"}
**2. Fill Out the Template**
- Enter your data into the Excel template.
:::hint{type="info"}
When filling out the template for Order Items, make sure you fill in the Termination field to define the scheduling direction:
- **Backward** for backward scheduling
- **Forward **for forward scheduling
:::
**3. Upload and Validate**
- Upload your completed template into planeus.
::Image[- The system checks your file for errors.]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/N5SwaR8MwXSD27iQpDroH_image.png" size="36" width="698" height="95" position="flex-start" showCaption="false"}
- When there are issues in your uploaded template, planeus will show a message and you can download an **error file**, where mistakes are highlighted in red.
- Use the "**Comments" function in** **Excel **to see details about each error and fix them before re-uploading.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/l36gCQObFk5yRbEzZs_fb_image.png" size="60" width="545" height="170" position="flex-start" showCaption="false"}
When your file is correct, you can import your data with one click.
[title] Automated Import
[path] Importing & API Integration/
Automated import works similarly to manual import but runs in the background without manual steps.
- Set up your file paths for automatic import in **Administration > Settings > Import / APIs**
- planeus checks those folders for new files and imports them automatically.
# Automatic Export of Feedback
planeus can automatically export feedback data to files. You can set up export paths under **Administration > Settings > Import / APIs**.
# Handling Changed Delivery Dates
:::hint{type="danger"}
There’s an option called **“Changed delivery dates trigger rescheduling”.**
- If you enable this, planeus automatically removes order items from the schedule if their delivery date changes during a new import.
- You’ll find this setting under **Administration > Settings > Import / APIs**.
This works for:
- Manual imports
- Automatic imports
- Imports via existing standardized APIs
:::
# Updating Existing Data
When you import updated data for items that already exist in planeus, the system will overwrite the old data with the new values.
In Planning Object, you can view these changes via **Modification History **so you can see what was updated.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/s_Tdq_BGqbVfr-k7IL4rF_image.png" size="80" width="759" height="355" position="flex-start" showCaption="false"}
# Email Notifications for Import/Export Errors
If errors happen during automatic import or export, planeus can send email alerts to a contact person and a backup contact. You can set this up under **Administration > Settings > Import / APIs**
# Import Settings
Under **Administration > Settings**, you can configure:
- Whether changed delivery dates should automatically trigger rescheduling
- Email notifications for import errors
For some standardized integrations (e.g., weclapp), some special configurations are required. Contact your planeus consultant for help.
[title] Importing & API Integration
[path] /
planeus gives you flexible ways to bring data in from your current system landscape. This makes it easier to connect planeus with ERP, inventory, and SCM systems without changing your core setup.
At minimum, planeus can import the following types of data:
- **Order Items**
(Typically include customer orders, production orders or work orders)
- **Articles and Technologies**
(Typically include product data, routings, and BOMs)
- **Customers**
- **Materials**
# How data gets into planeus
planeus supports two import methods: Manual and Automated Import.
## Manual Import
You upload an Excel or CSV file into planeus yourself.
This option works well when:
- you want a simple file-based exchange
- you import data only from time to time
- you want to test your mapping before you automate anything
## Automated Import
planeus imports data on a regular schedule without manual work.
The system can import data from:
- Excel files
- CSV files
- a database
This option works well when you want planeus to stay aligned with your ERP, inventory, or SCM system on an ongoing basis.
## License you would need
The required license depends on the integration method you choose:
- **Import** for manual file imports
- **Automatic Import** for scheduled imports from files or databases
- **API** for integrations through the REST API
### Optional licenses
Some use cases need additional licenses:
- **Assemblies** if you work with product structures or BOM data
- **Parallel Resources** if planeus should plan multiple resources at the same time
# Import settings
Go to **Administration → Settings**.
There you can configure the following:
- **Changed delivery dates trigger rescheduling**
This applies to manual import, automatic import, and import through the weclapp interface.
- **Email notifications for import errors**
This applies to automatic import and import through the weclapp interface.
For the** weclapp Integration**, email notifications need a separate setup. Contact planeus customer service for more details.
# What happens when source data changes?
In the standard import process, if planeus imports data for a record that already exists, it updates that record instead of creating a new one.
So when something changes in its source data, **planeus will simply updates existing record**. It will not create extra copies just because the source data changed.
This helps you keep planning data current without creating unnecessary duplicates or extra cleanup work.
User can see exactly what's changed every time new data is updated through importing, such as an Master Data item (e.g., an Article) or a Planning Object (e.g., a Project or an Order Item).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/s_Tdq_BGqbVfr-k7IL4rF_image.png" size="80" width="759" height="355" position="flex-start" darkWidth="759" darkHeight="355" showCaption="false"}
[title] Cycle Planning
[path] Master Data/Article/
In a Technology, you can define **Cycles** for an article.
A **Cycle** tells planeus how many times one or more Work Steps need to be repeated in sequence during production.
# How Cycles Work
- If your Technology includes **Parallel Resources**, planeus takes those into account during the cycle.
- Once a Work Step is in a cycle, you **cannot delete them** from the Technology. This also applies to any predecessor steps linked to them.
# Example: Laboratories & Testing Environments
In a materials testing lab, certain analyses—like thermal cycling, stress testing, or sample incubation—must be repeated a set number of times to meet testing protocols.
Using** Cycles**, you can schedule these repetitions in advance, account for shared lab equipment (e.g., incubators, centrifuges), and ensure each repeat run is automatically reflected in the plan. This eliminates manual rescheduling and keeps the testing process aligned with compliance and turnaround targets.
:::hint{type="warning"}
A cycle will replace the entire sequence of steps in the Technology.
:::
:::hint{type="success"}
Cycles help you plan repeating processes efficiently, ensuring your production schedule reflects exactly how work happens on the shop floor!
:::
[title] Material
[path] Master Data/
**Material Master Data** is the foundation for **Material Requirements Planning (MRP)** in planeus.
:::hint{type="warning"}
Regardless of how the lot size is set in the Technology – currently, the quantities in the BOM are based on **a lot size of 1**.
:::
Based on the production plan, **MRP** in planeus estimates prior to the production:
- what materials will be needed,
- in what quantities,
- and when they will be required.
It helps solve the problem of limited visibility or lack of production readiness that often leads to missing materials, production delays, and inefficiencies, while also providing detailed insight into exactly which planned step will require which material to improve upcoming coordination and plannability.
# Where to find Materials?
You can create and manage all your materials by clicking into **Master Data > Material Master Data**.
# Importing Material Data
You can also import material data using the Data Import feature.
:::hint{type="info"}
Be sure to use the template called “**Material**” for the correct format.
:::
# Creating Materials
Materials can be added as **Bill of Materials (BOM)** linked to Technologies.
## Creating a Bill of Materials
- For each Technology in the **Article Master Data**, you can build a BOM.
- To manually add a material:
1. Select the material from the gray area at the top of the BOM form.
2. Click the **plus (+) icon** to add it to the list.
3. Click **Save** at the bottom of the form to confirm your changes.
:::hint{type="danger"}
Whenever you edit a BOM, don’t forget to save the changes **in the Article **itself too!
:::
## Importing BOMs
- You can import a BOM directly from the BOM form.
- Click the **Import icon** to start the process.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/mh3Yr_3ezjJ_sxWjDYMVA_image.png" size="36" width="441" height="92" position="flex-start" showCaption="false"}
:::hint{type="info"}
When you import BOM items:
The materials are also automatically added to the Material Master Data if they are not exist yet.
:::
## How Material Requirements Are Calculated
planeus calculates material needs like this:
- It looks at the **Articles and quantities** in your scheduled Order Items.
- The **start date** of each Work Step becomes the required date for the material.
- If a BOM item isn’t linked to a specific Work Step, planeus uses the start date of the first Work Step instead.
- Completed Work Steps from production orders are **not included** in material requirements calculations.
## [Material Requirement Planning](docId\:Cm_m9K_6T_RNpdbZhlSgH)
planeus offers at least 2 helpful reports for MRP:
- **Material Requirement – Single View**
- Goes into detailed step-level and shows point-of-use requirements
- **Arranged Material Requirement**
- Summarizes material demand across a selected time period.
[title] Workbench Classic
[path] /
**Workbench Classic **is an integrated execution interface in planeus built right into** the same interface as its planning modules. **
This means users can go directly from planning to execution in a few seconds.
# Why use Workbench Classic?
Workbench Classic is a great choice if you want:
**Paperless, smooth, and efficient shop floor operations**
- Replace verbal communication, handwritten notes, and spreadsheets with **digital data capture**, keeping all production information in one place.
**Tighter coordination between planning and execution**
- Perfect for specialized departments or smaller teams who need **real-time feedback **to adjust plans quickly.
**One-click monitoring of all jobs running right now**
- View current progress of active jobs by a specific work center, production line, or machine group utilizing **its powerful filtering function**.
**A lightweight, practical, and digital solution**
- Offers an easy way to **record real-time progress** and keep planners updated—but can't justify a large, standalone execution system.
# How It Works?
Workbench Classic shows a list of current tasks for each **Resource Group** or **Resource.**
:::hint{type="info"}
All tasks are by default sorted by their **planned** **start time**, with the newest at the top. So the operators know which task is** the most urgent**.
:::
:::hint{type="success"}
**Workbench Classic** keeps your planning and shop floor operations connected and running in sync—in just a few clicks away.
:::
[title] Workbench: The Basics
[path] /
# Capture your progress
planeus* isn’t just a scheduler.* It’s a modular solution that brings planning, execution, and data management together on a synergetic platform.
Unlike traditional systems that separate planning from execution:
- You can choose to run planeus solely as a planning system and **integrate it to your existing shop floor systems **(for example, an MES), or;
- You can have an** in-system option** to integrates planning & ex into a single workflow.
***That’s where the Workbench comes in.***
# What is Workbench?
**Workbench** is a lightweight, in-system execution module to capture real-time operation data fed directly by your shop floor employees.
It makes workers to enter feedback and time data easily, helping keep your plan and reality perfectly in sync.
:::hint{type="success"}
Workbench **makes planeus a new, different experience** — by ensuring your production data is always accurate andconnected to your plan.
:::
# Two ways to capture feedback
Workbench offers **two types of interfaces**:
- **Workbench Classic: **
The standard interface for entering times and feedback manually.
- **Workbench Terminal: **
The device-oriented interface linked to screens or portable devices for precise tracking.
## What’s the difference?
- In **Workbench Classic**, times are recorded as absolute values.
- The **Workbench Terminal** includes a **Start/Stop feature** for automated time calculation and only **Work Steps** (not Processes) can be reported.
Both systems share the same data structure, which means you can **use them side by side** without conflict.
:::hint{type="info"}
Only Resources marked as **“Allow Feedback” **are visible in the Workbench.
[More about Resources](docId\:aCBxIPCoS3D6r5xZ1fnbI)
:::
:::hint{type="warning"}
Completed Work Steps **older than 3 weeks** will not be shown in Workbench.
:::
# Basic Workbench features
Here’s what you can do in the Workbench to record what’s happening on the shop floor:
## Recording Disruptions & Causses of Disruptions
Sometimes things don’t go as planned.
- In the Workbench, you can **record disruptions** (like machine issues or delays).
- You’ll choose a Causes of Disruption from a list of causes, which you’ll find under:
**Configuration → Disruptions.**
## Scanning in the Workbench
If your shop floor uses barcodes, you can integrate it into Workbench using this feature.
:::hint{type="success"}
**Once an operator scan a barcode, **planeus will...
- Instantly find the Work Step they need to work on, and
- Pull up the right screen for the operator to enter data quickly.
This saves time, reduces errors, and helps keep production moving smoothly.
:::
### How it works?
- Click the **Scan icon** at the bottom right in the Workbench.
- And a window will open for you to enter the barcode.
You can:
- **Scan the barcode directly** using a scanner.
- **Enter the barcode number manually.**
If you want to enter the barcode number manually, you can
- Type it using your keyboard, **or**
- Use the on-screen number pad by clicking the **keyboard icon** in the bottom right corner.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/z23YL9G1pTms3inoRrmW__image.png" size="10" width="82" height="89" position="flex-start" darkWidth="82" darkHeight="89" showCaption="false"}
Once you enter or scan the barcode:
- The related **Work Step will open automatically**, so you can enter your feedback or data right away.
## Generating a Routing Slip (job ticket)
- For each Production Order, a Routing Slip that includes a barcode can be generated.
- You can find it under **Planning Objects → Production Orders**
- You can also find it by clicking on the Production Process **in the Gantt chart**.
## Uploading photos & documents
Sometimes you need to add more than just numbers. And in Workbench, you can **take a photo or upload a file** directly when providing feedback or updating progress.
### Where to find the upload button?
- In **Workbench Classic:**
- In **Workbench Terminal:**
You can see the uploaded photos and document in **History**.
:::hint{type="info"}
You can also open or download these files later in [Reporting](docId\:xKywBqN1Kpuzz8ziCPlGx), like** Feedback on Work Steps **or **Feedback on Processes.**
:::
# Custom fields
Custom fields let you add extra input fields in the Workbench (**Classic** and **Terminal**). This makes it easy to capture additional production-specific information as part of feedback.
This feature requires a license. Access also depends on user roles. To analyze custom field data in reports, you also need reporting licenses.
## Basics
In **Workbench Classic**, you can find custom fields under the **Custom fields** tab in the header of the open Work Step.
In **Workbench Terminal**, you first open the details of the Work Step. If custom fields are available, planeus shows an **orange dot** on the icon.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/I9C_1Y266r7Tp5_dL4CHp_image.png" size="16" width="139" height="147" position="flex-start" darkWidth="139" darkHeight="147" showCaption="false"}
## How to configure custom fields
You define custom fields under: **Configuration → Custom fields**
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/f1qOBY1T8sjvKIBjoxHUc_image.png" size="76" width="1920" height="713" position="flex-start" darkWidth="1920" darkHeight="713" showCaption="false"}
There you decide:
- which fields you want to use
- where they should appear
- when they should appear
- whether users must fill them in
### Field definition
In the field definition, you set the **field name**. This is a free-text label that describes the purpose of the field.
Under **Area**, you choose where planeus should show the field in the Workbench.
Available areas:
- Progress "**Scrap**"
- Progress "**Yield**"
- Progress "**Setup time**"
- Progress "**Disruption** "
- **Workbench Work step**
### Field types
planeus supports these field types:
- selection list
- date
- text
- number
### Default value
The **default value** pre-fills the field in the Workbench.
### Order
The **order** defines where the field appears when you use multiple custom fields.
### Required field
The **required field** toggle makes the field mandatory in the Workbench.
Users cannot complete the Work step until they fill in that field.
### Show field in history
The **show field in history** toggle makes the field visible in the Work step history.
## Control when fields appear
You can control field visibility with conditions.
Available options:
- show for all Work steps
- show only for the first Work step of a production order
- show only for the last Work step of a production order
- show only for selected resource groups or resources
If you enable selected resources or resource groups, planeus adds two dropdown lists. There you can choose the relevant resources or resource groups. You can select more than one.
## Permissions for custom fields
Custom fields follow the standard planeus permissions model.
To fill in custom fields, a user needs the permission:
**Workbench Work steps write**
After the user saves the values, they cannot change them without additional rights.
To correct values later, a user needs:
**Feedback / correct status ‘Completed’**
If a user does not have the required permission, existing values stay visible but cannot be edited.
If a user only has read access and no entries exist yet, planeus hides the entire **Custom fields** section in the Workbench.
## Reporting
planeus shows custom field data in these reports:
- **Work step feedback**
- **Target/actual comparison Work steps**
To see these fields in reporting, enable **Show custom fields**.
You can do this through the **gear icon** in the upper-right corner of the reporting view.
::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/aggBtRzSFSIH74ARz_RPn_image.png" size="68" width="542" height="266" position="flex-start" darkWidth="542" darkHeight="266" showCaption="false"}
# Settings for both Workbenches
You can adjust how the Workbench behaves under [Administration → Settings → Workbench](docId\:MCScW6CEMmikvG-WSpxzV)
## Auto-Complete Predecessors
If this setting is enabled, when you complete a** Work Step, it will automatically complete any earlier steps.**
## Plausibility Checks
This feature helps keep your data accurate.
### Plausibility Checks for Work Step
For **Work Steps**:
- It checks that the quantity you report in a Work Step **is less than or equal to** what was recorded in the previous step.
While entering data, you’ll also see the quantity recorded in the previous step.
### Plausibility check for Overlapping Work Steps
If Work Steps overlap, the Work Steps and its following Work Steps can be started — regardless of the quantities already reported.
Quantity reporting: Even with overlapping Work Steps, the quantity is still taken only from the direct predecessor. This means you can only report the quantity that has already been reported for the direct predecessor.
### Plausibility Checks for Process
Plausibility checks also work for **Processes**, even though they don’t have quantities.
- In this case, the **previous Process needs to be finished** before you can report the next one.
### Plausibility Checks for Assembly
For **Assemblies**:
- You must finish the Production Order for a **sub-assembly** before you can report feedback on Work Steps in the **main assembly.**
Partial quantity checks only apply **within the same Production Order.**
## Missing Predecessor Feedback
- If an earlier Work Step has no feedback yet, you’ll see an **hourglass icon**.
:::hint{type="info"}
This icon will only appear **when Plausibility Check for Work Step is enabled **under Settings > Workbench
:::
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/UZoFdeMWq4LfI2ZHt769x_image.png" size="54" width="608" height="219" position="flex-start" darkWidth="608" darkHeight="219" showCaption="false"}
## "Show not plausible" switch
You can use the “Show not plausible” switch to hide or show any Work Steps **that are not ready to start yet.**
:::hint{type="info"}
This switch will only appear **when Plausibility Check for Work Step is enabled** under Settings > Workbench
:::
## Mandatory Fields in the Workbench
You can make certain fields **mandatory** for users:
- **Set "Yield" as Mandatory Field**
- Allows feedback on the quantity Yield and Scrap.
- **Set "Duration" as Mandatory Field**
- Allow feedback on the time consumed by Yield, Scrap, and Disruptions.
## Anonymous Feedback
- planeus allows **anonymous feedback**, where no user name is recorded.
- Anonymous entries will have** a special icon **in the Workbench.
:::hint{type="info"}
This switch will only appear **when Add Feedback anonymously is enabled** under Settings > Workbench
:::
## Customizable Texts & Headings
You can tailor the Workbench to fit your team’s language and preferences:
- You can **customize your headings and text** in both list and detail views.
# Quantity Check on Completion
This setting makes sure that every step in production follows the **actual yield** from the Work Step before.
- The **remaining quantity** always matches what was finished in the last Work Step.
- The **first Work Step** starts with the target quantity provided by the prodcution order.
- Yield and Scrap **automatically reduce** the remaining quantity.
::Image[]{src="https://app.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/5mE_fNyLGbzjUVgmetdsD_image.png" size="62" width="480" height="180" position="flex-start" darkWidth="480" darkHeight="180" showCaption="false"}
### When would you need “Quantity Check on Completion”?
This setting is helpful when:
- **Every step depends on the last one**
Example: In assembly, you can’t have more finished products in Step 2 than what Step 1 actually produced.
- **You need to avoid over-reporting**
Without the check, someone could accidentally enter a higher yield than what was really available.
- **You want a clear chain of quantities**
Each step passes its actual yield to the next one, so the numbers always add up.
- **Scrap must be tracked correctly**
If something is scrapped in one step, it won’t magically reappear in later steps.
### Example: In the Workbench Terminal
- A step can only start when the **previous step is completed**.
- A step can only be **completed** if:
- *Yield + Scrap = Yield from the previous step*
- The target quantity of the first step is based on the full order quantity.
- If the previous step is not completed. the **“Complete Operation”** button stays grayed out.
- The system fills in the remaining quantity for you.
- If you enter more than the target quantity, you’ll see an error:
**“Feedback quantity > Target quantity.”**
:::hint{type="success"}
The **Workbench **helps you quickly** collect real-time progress **from your shop floor. It’s flexible, customizable, and designed to fit the way you work!
:::
[title] Workbench Terminal
[path] /
**Workbench Terminal** is a **device-based, start/stop execution module** in planeus.
Instead of entering production data manually, your operators can simply tap “Start” and “Stop” on a touchscreen, tablet, or PC as they work.
# Why use Workbench Terminal?
**Easy for operators, fast to learn**
- Offers a simple, **touchscreen interface** that’s quick for workers to learn and operate.
- No extra steps but one-time login or scan, then go straight into execution—ideal for busy environments **where speed and accuracy matter**.
**Precise execution data and automated time tracking**
- Automatically capture **exact start and end times** for every work step, giving planners real-time visibility into progress.
**An advanced digital Shop Floor**
- Replace manual paperwork with **device-based Start/Stop tracking f**or accurate, digital production data.
# How to start using Workbench Terminal?
To use the Workbench Terminal, you’ll need two types of licenses:
- **Terminal Licenses** — one per device (PC, tablet, etc.)
- **User Licenses** — for the people who log in to the terminal
A **Terminal License** lets you register a device as a Workbench Terminal.
Once set up, users with the **User License **can log in on that device to record production data.
# How to Set Up a Workbench Terminal?
There are two steps to set up your Workbench Terminal.
## Step 1: Create a Terminal
- Go to the **Administration area** and open the menu **Workbench Terminal.**
:::hint{type="warning"}
This will only be visible if you have a license for Workbench Terminal.
:::
- Click **Create Terminal**
- Then **enter**:
- A name for the terminal
- A Terminal Link
:::hint{type="info"}
The **Terminial Link **is just a label for identifying the terminal.
The actual URL to that Terminal will be created later in Step 2.
:::
## Step 2: Link the Terminal to a device
- Select the Terminal you have created in Step 1 and click **Link.**
- **A URL link will be generated** above and this will the URL that your Terminal will be registered on.
- Copy or share this URL link
- **Go to the device **you want to use as the Terminal device
(For example, a PC or tablet).
- Open an **internet browser application on that device**
- **Enter that copied or shared URL link**
- And you can start using the Terminal on that device!
# Configuring the Workbench Terminal
Moreover, you can decide **which Resources** are visible on each terminal.
- Click the **gear icon** in the upper-right corner of the Terminal screen.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/XmrpGq1up4MHrgWHkhkh9_image.png" size="28" width="337" height="166" position="flex-start" showCaption="false"}
You’ll see a list of machines or resources and can **enable or disable** them for this Terminal.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Vm-7dDFGivsA0XG2xgKF4_image.png" size="78" width="1152" height="429" position="flex-start" showCaption="false"}
# Logging in as a Workbench User
Each user who uses the Workbench Terminal has a **unique** **PIN code.**
- You can find this PIN in [User Management](docId\:QXMRgSTyv7fHAvLZv8sHj) under the detail panel of each user.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/ie4IAHz6sYHsGSdypDNmP_image.png" size="72" width="641" height="397" position="flex-start" showCaption="false"}
# Additional settings for Workbench Terminal
You can explore extra options for the Terminal in **Administration → Settings → Workbench**.
## Auto logout
Set how long the Terminal should wait before automatically logging a user out due to inactivity.
## Automated feedback on primary Work Steps
You can choose if the [primary Work Step](docId\:LxP_OnVwv-NH1JuLEVrN-) should be** automatically reported** when a secondary Work Step is reported.
If this is **enabled**:
- The Terminal will only show **Work Steps **that are assigned to your **secondary Resources.**
- Next to each secondary Resource, you’ll see the** name of the primary Resource **in brackets so you know which **main Resource that Work Step belongs to.**
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/Ldfk9mhtYYr0Ctdyjojly_image.png" size="72" width="692" height="232" position="flex-start" showCaption="false"}
### How It Works
- If the **primary Work Step** is still in “**Planned**” status, it will **start automatically** when you start the secondary Work Step.
- Once all its linked secondary Work Steps are completed, the primary Work Step will be **automatically completed**, too.
- If you **pause or interrupt a secondary Work Step,** planeus will ask if you **also** **want to **pause or interrupt the **primary Work Step**.
- If the primary Work Step is already paused or interrupted and you want to start one of its secondary Work Steps, planeus will ask you to choose **what action to take next.**
# Working with the Start/Stop function of Workbench Terminal
Once you log in to the Terminal, you’ll see:
- A list of all Resources (e.g. machines)
- An option called **“All My Tasks”** will show all Work Steps assigned specifically to you, **the logged-in Workbench user.**
### How to Use It
- Click on a machine to see all its assigned Work Steps.
- Click a Work Step to:
- Open the **Detail View**
- Here, you can record progress, times, or quantities:
| Button | Function |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------- |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/l-MNDyC7PqtxW0_vlmmqY_image.png" size="20" width="59" height="59" position="flex-start" showCaption="false"} | Start this Work Step |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/5uBcBra_iLQRgyBa7mNJu_image.png" size="20" width="59" height="59" position="flex-start" showCaption="false"} | Enter quantities
This is only visible **after starting the Work Step** |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/smUBADW5TPvUi456lxG2j_image.png" size="20" width="64" height="59" position="flex-start" showCaption="false"} | Log setup times
(e.g., Chaning parts, starting the machine) |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/cUHoE7JS2rKTMVYSVwu2g_image.png" size="20" width="59" height="59" position="flex-start" showCaption="false"} | Temporarily stop the Work Step |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/rABOiBnMxc0J0ibdMqzsZ_image.png" size="20" width="59" height="60" position="flex-start" showCaption="false"} | Complete the Work Step |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/ouTdVisqkJmbiZgF9VJZQ_image.png" size="20" width="59" height="59" position="flex-start" showCaption="false"} | Report an Interruption |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/DOAJF8_8ay1TFTkhYU6V5_image.png" size="20" width="59" height="60" position="flex-start" showCaption="false"} | See detailed information about the Work Step |
| ::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/aoDqkIUJbrciEnU08quzo_image.png" size="20" width="59" height="59" position="flex-start" showCaption="false"} | Historie des Arbeitsgangs |
# Logging in with RFID
planeus also supports **RFID login **for even faster access to the terminal.
:::hint{type="warning"}
You will need a USB reader for your RFID chips.
:::
## How to set up RFID login
- Prepare your RFID chip and connect your USB reader to the computer.
- In [User Management](docId\:QXMRgSTyv7fHAvLZv8sHj)**,** enable the option **“Workbench Login via RFID” **for the user.
- Once you have enabled it:
- A prompt will pop up and ask you to **put the RFID chip on the reader**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/M1QBpK9lJudQQL_d-GMK2/V6YHtRJziImSzh__VjMWA_image.png" size="64" width="656" height="172" position="flex-start" showCaption="false"}
- **Follow the instructions** and wait till planeus has registered the chip.
- Click **Save** to confirm and leave the panel.
- Now, planeus has saved the user’s RFID code.
# Using RFID to login to Terminal
- On the Terminal code login screen, **scan your RFID chip on the reader.**
- You’ll be logged in automatically—no typing needed.
:::hint{type="success"}
**Workbench Terminal** makes it easy to capture accurate, real-time production data directly** from your devices** on the shop floor—helping execution run extremly fast and smooth.
:::
[space] Datenschutz EN (/privacy-statement)
[title] Privacy Statement
[path] /
Verantwortliche Stelle im Sinne der Datenschutzgesetze, insbesondere der EU-Datenschutzgrundverordnung (DSGVO), ist:
**th data GmbH**
Paul-Lincke-Ufer 34
10999 Berlin
Tel.: +49 (0) 30 28 44 99 80
*info\@thdata.de*
*www\.thdata.de*
## Your rights as a data subject
You can exercise the following rights at any time using the contact details provided:
- Information about your data stored by us and its processing,
- Correction of incorrect personal data,
- Deletion of your data stored by us,
- Restriction of data processing if we are not yet permitted to delete your data due to legal obligations,
- Objection to the processing of your data by us and
- Data portability if you have consented to data processing or have concluded a contract with us.
If you have given us your consent, you can revoke it at any time with effect for the future. You can contact the supervisory authority responsible for you at any time with a complaint. Your competent supervisory authority depends on the federal state of your place of residence, your work or the alleged infringement. A list of supervisory authorities (for the non-public sector) with addresses can be found at: *https\://www\.bfdi.bund.de*
## Purposes of data processing by the responsible body and third parties.
We process your personal data only for the purposes stated in this privacy policy. A transfer of your personal data to third parties for purposes other than those mentioned does not take place. We only share your personal information with third parties if:
- you have given your express consent
- processing is required to complete a contract with you,
- the processing is necessary to fulfill a legal obligation,
- the processing is necessary to protect legitimate interests, and there is no reason to believe that you have an overriding legitimate interest in not disclosing your information.
## Deletion or blocking of data
We adhere to the principles of data avoidance and data economy. Therefore, we only store your personal data for as long as is necessary to achieve the purposes mentioned here or as provided for by the various storage periods provided for by law. After discontinuation of the respective purpose or expiration of these deadlines, the corresponding data will be routinely and in accordance with the statutory provisions blocked or deleted.
Collecting general information when visiting our website
When you access our website, a cookie automatically records information of a general nature. This information (server log files) includes, for example, the type of web browser, the operating system used, the domain name of your Internet service provider and the like. This is only information that does not allow conclusions about your person.
This information is technically necessary to correctly deliver the contents of web pages requested by you and is mandatory when using the internet. They are processed in particular for the following purposes:
- Ensuring a problem-free connection of the website,
- Ensuring a smooth use of our website,
- Evaluation of system security and stability, and
- For further administrative purposes.
The processing of your personal data is based on our legitimate interest for the aforementioned purposes of data collection. We do not use your information to draw conclusions about you. The recipient of the data is only the responsible body and possibly the processor. Anonymous information of this kind may be statistically evaluated by us to optimize our website and the underlying technology.
## Cookies
Like many other websites, we also use so-called “cookies”. Cookies are small text files that are transferred from a website server to your hard drive. This automatically gives us certain data, such as IP address, browser used, operating system and your connection to the Internet.
Cookies cannot be used to launch programs or to transfer viruses to a computer. Based on the information contained in cookies, we can facilitate navigation and enable the correct display of our websites. In no case will the data collected by us be passed on to third parties or a link with personal data will be established without your consent.
Of course, you can also view our website without cookies. Internet browsers are regularly set to accept cookies. In general, you can disable the use of cookies at any time through the settings of your browser. Please use the help features of your internet browser to find out how to change these settings. Please note that some features of our website may not work if you have disabled the use of cookies.
## Matomo web analysis
This website uses the open source web analysis tool Matomo. With the help of Matomo, we are able to collect and analyze data about the use of our website by website visitors. This enables us to find out, among other things, when which pages were accessed and from which region. We also record various log files (e.g. IP address, browser and operating system used) and can measure whether our website visitors perform certain actions. The use of this analysis tool is based on Art. 6 para. 1 lit. f GDPR. The website operator has a legitimate interest in analyzing user behavior in order to optimize both its website and its advertising.
We use IP anonymization for the analysis with Matomo. This means that your IP address is shortened before the analysis so that it can no longer be clearly assigned to you. We have configured Matomo so that it does not store any cookies in your browser. We host Matomo exclusively on our own servers so that all analysis data remains with us and is not passed on.
You may choose to prevent this website from aggregating and analyzing the actions you take here. Doing so will protect your privacy, but will also prevent the owner from learning from your actions and creating a better experience for you and other users.
:::Iframe{iframeHeight="0" code="
"}
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## Change of our privacy policy
We reserve the right to amend this privacy policy to always comply with the latest legal requirements or to implement changes to our services in the privacy policy, e.g. when introducing new services. Your new visit will be subject to the new privacy policy.
## Questions to the data protection officer
Wenn Sie Fragen zum Datenschutz haben, schreiben Sie uns bitte eine E-Mail.
**th data GmbH**
Paul-Lincke-Ufer 34
10999 Berlin
Tel +49 (0) 30 28 44 99 80
*info\@thdata.de*
Die Datenschutzerklärung wurde zum Teil mit dem Datenschutzerklärungs-Generator der *activeMind AG* erstellt.
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