Initial Exercises—Project Master Scheduling

Initial Exercises

Purpose: The purpose of these initial exercises is for the instructor to use them for demonstrating the basic functionality in project master scheduling (project MS), which entails:

• Defining a project and setting up part data;

• Defining a project MS part and registering forecasted demand;

• Performing project MS for one part and evaluating the results;

• Performing project MS when project miscellaneous demand exists and evaluating the results.

Note: Throughout this exercise, please replace any occurrences of XX with your initials, group ID, user ID or other unique prefix, in order to separate your training data from that of other students.

Define Project

Purpose: The purpose of this exercise is to introduce you to the basic functionality for defining a project with a connected project planned netting group (project PNG).

Windows:
PMRP Basic Data
Projects
Project
Project Navigator
Planned Netting Group

Steps: To complete this exercise, perform the following steps.

1. Open the PMRP Basic Data window and click the PNG Default Settings tab.
2. Select the Create Project PNG Automatically check box and save the information.
3. Create a project in your site. A project PNG will be created for the project when it is saved, only if you have entered the default site for it.
4. Add two activities to the project, calling them XXA1 and XXA2. Ensure that the early finish dates of these activities are at least a month from the current date.
5. Approve the project.
6. Open the Planned Netting Group window and query for your project PNG to make sure that it has been created. The PNG ID will be the same as the project ID.

General exercise for creating projects

Setting Up Part Data

Purpose: The purpose of this exercise is to set up a purchased part to be used in the rest of the initial exercises and to calculate costs for it.

Windows:
Inventory Part
Supplier for Purchase Part
Part Cost

Steps: To complete this exercise, perform the following steps.

1. Create a purchased inventory part in your site. Ensure that the lead time for the part does not surpass the finish date for activity XXA1.
2. Calculate costs for the part you created in step 1.

General exercise for creating purchased inventory part
General exercise for connecting a supplier for a purchased part
General exercise for part cost calculation

Define Project MS Part and Register Forecast

Purpose: The purpose of this exercise is to introduce you to the basic functionality for defining a project MS part and registering forecasted demand for it.

Windows:
Project MS Part
Project Navigator

Steps: To complete this exercise, perform the following steps.

1. Open the Project MS Part window and create a new record.
2. In the Part No field, enter the number of the part that you created in the previous exercise.
3. In the Site field, enter the short code for your site.
4. In the PNG field, enter the PNG ID for the project that you created in the Define Project exercise.
5. In the Planning field in the Time Fences area, increase the default value by a few days so that the planning time fence (PTF) is longer than the demand time fence (DTF).
6. In the Activity Seq field in the Default MS Supply Activity area, use the List of Values to select activity XXA1.
7. Save the record.
8. Click the Register Forecast tab and create a new record.
9. In the Forecast Date field, enter the date for which you want to register forecasted demand. Use a date that lies beyond the PTF.
10. In the Forecast field, enter 7 as the quantity of demand that you forecast for the part on the given date.
11. Save the record.
12. Open the Project Navigator window and query for your project.
13. Select activity XXA1 in the graphical object structure and then check that the corresponding Activity/Cost tab displays the planned cost for the forecast that you entered.

Perform Project MS for One Part and Evaluate Results Using Table

Purpose: The purpose of this exercise is to introduce you to the basic functionality for performing project MS for a single part at a time.

Windows:
Project MS Part

Steps: To complete this exercise, perform the following steps.

1. Open the Project MS Part window and query for the project MS part that you defined in the previous exercise.
2. Right-click anywhere in the header and then click Run Project MS. The Calculate Project Master Scheduling for a Single Part dialog box appears.
3. Make sure that the current date appears in the Run Date field.
4. Click OK.
5. View the master schedule proposals that appear in the Register Forecast tab. The Master Schedule field displays the quantity that will be master scheduled on each day. One proposal row is created for the current date, one for the next working day outside the PTF, and one for the date that you entered the forecast for.
6. Click the Sub MS Receipts tab to view the individual receipts planned by project master scheduling. These receipts are split according to maximum, minimum and multiple lot sizes.

Perform Project MS for a Part with Project Miscellaneous Demand

Purpose: The purpose of this exercise is to introduce you to the basic functionality for registering miscellaneous demand for a project activity, performing project MS for the project, and then viewing the results of the project MS calculation.

Windows:
Project Navigator
Project MS Part

Steps: To complete this exercise, perform the following steps.

1. Open the Project Navigator window and query for your project.
2. Select activity XXA2 in the graphical object structure and then click the Demand tab.
3. Create a new record in the Misc Parts tab.
4. In the Site field, enter the short code for you site.
5. In the Part Number field, enter the number for the purchased part that you created previously.
6. In the Required Quantity field, enter 3.
7. In the Required Date field, enter a date that lies beyond the PTF. This date should be later than or the same as the date of the forecast registered previously, since the demand will start consuming the forecast available on the demand date and then move backwards to consume other forecasts if necessary.
8. In the Supply Option list, click Project MRP.
9. Save the record. The Consume Forecast check box is selected upon saving.
10. Check that no planned costs have been allocated to activity XXA2 in the Activity/Cost tab. This is because the supply option for the miscellaneous demand is Project MRP and it is set to consume the forecast. Therefore the planned costs have already been allocated to XXA1 when the forecast was entered.
11. Open the Project MS Part window and query for the project MS part that you defined previously.
12. Perform project MS for the part again as you did in steps 2-4 in the previous exercise.
13. In the Register Forecast tab, you can see that the Consumed Forecast and Actual Demand columns have been updated with the project miscellaneous demand quantity.
14. Click the Sub MS Receipts tab to view the individual receipts that have been planned.
15. Click the Action Messages tab to view any action messages that have been generated as a result of performing project MS.
16. Click the Supplies and Demands tab to view they types and sources of individual supplies and demand for the project MS part. You can see the project miscellaneous demand stemming from activity XXA2 and a material requisition that has been created to transfer parts from activity XXA1 to activity XXA2 in order to meet the project miscellaneous demand.