Planning & Control 101

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 at the core, planning is really about one big idea match what you want to get done (demand) with what you have available to do it (supply) let’s break it down! step 1 what needs to be done (capacity demand) everything starts with knowing what you need to make — and by when order items 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 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 take to get it done step 2 what you have to work with (capacity supply) now that you know what needs to be done, the next question is what do you have available to do the work? resources 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) a resource in planeus is anything that has limits, 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, so you don’t overbook anything or run into surprises step 3 what's actually available availability just because you have a machine doesn’t mean it’s always ready to go that’s why availability matters here’s what smart planning considers company working hours and shifts public holidays or factory shutdowns scheduled maintenance unexpected downtime (like breakdowns) custom availability patterns (e g night shift only machines) all of this helps create a realistic view of your capacity supply — not just what’s technically there, but what’s really ready and available when you need it bringing it all together in short, good planning connects two sides what needs to get done — your orders, articles, and work steps what you can actually use — your resources, shifts, and time when these two sides are in sync, everything flows more smoothly deadlines are realistic resources aren't overbooked people know what to work on and when this is exactly what planeus is built to help with it takes the complexity of modern production and turns it into a clear, connected plan — from the top level overview down to the specific steps on the shop floor whether you’re managing a few orders or juggling dozens of machines, planeus helps you keep everything aligned the two levels of planning now that you understand the basics of planning — matching demand with available resources — let’s take a look at how this actually works in planeus one of the smartest things about planeus is how it handles planning on two levels this gives you both a clear overview of your entire project timeline and the detailed steps that drive production forward these two levels are process planning – the big picture activities around production production planning – the step by step execution of how products get made let’s break them down 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 ) key things 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 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 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 unlike processes, work steps are directly tied to resources scheduled down to the minute visible in the manufacturing planning gantt view , where you can see who’s doing what — and when how it all connects 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 allows you to manage both strategic planning (with processes) and operational execution (with work steps) — all in one place planeus 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 up next what’s inside planeus? now that you’ve seen how modern planning works conceptually — it’s time to explore what powers it all 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 👉 what's inside planeus docid\ ikpoz brl2l6j hzr8p6e