Scheduling Resource Breaks—Key Exercises
IMPORTANT |
It is extremely important that you set up and work within the CBS
training site. If you work within any other site, you will not be
able to access a CBS server. To simplify data entry, select the CBS site
as your default site on the
Sites per User tab. Also, to keep your data separate from
that of other users, be sure to name all data using your initials as the
prefix. |
Basic Data Setup
Overview of Constraint Based Scheduling Data
Purpose: The purpose of this exercise is to create the
required data used in the Constraint Based Scheduling (CBS) exercises. This sets
up data for your site that needs to be done only once for all CBS exercises.
- If you have not done so already, set up your site so that it includes all
the CBS required data.
General exercise for Overview of Constraint Based Scheduling Data
Main Exercises
Creating a Manual Resource Break
Purpose: The purpose of this lesson is to show you how
to define a resource break.
Windows:
Resource Break
- Create a new record.
- In the Break No field, enter, XXBRK1.
- In the Break Desc field, enter, XXFIX.
- In the Break Duration field, enter 48 (hours).
- In the Begin Date Range field, enter next Wednesday's date (e.g.,
2/14/01).
- In the End Date Range field, enter the date of the second Monday
from today (e.g., 2/19/01).
- Click the
Work Center Resources tab, and create a new table
record.
- In the new record, enter XX800 in the Work Center field and XX800 in the Resource ID field.
- Save your changes. The resource break is created with the Proposed status.
This resource break does not yet exist in the Scheduling Server. By default, the break type is
Manual.
Approving a Resource Break
Purpose: The purpose of this lesson is to show you what
happens when a resource break is approved.
Windows:
Resource Break
Simulation Client
- In the Resource Break window, right-click the header portion of the resource break, and click Approve.
The status of the resource break changes to Unscheduled, and the resource
break is sent to the Scheduling Server.
- Reopen or refresh the Simulation Client.
- In the Tree View window, under the Activities node, find Resource Break
XXBRK1, and
drag it onto the Gantt chart.
- Hold down the Shift key, and drag Work Center XX800 to the
Gantt
Overview pane.
Note that the color of the resource break is gray. This indicates that it is
not scheduled.
Scheduling a Resource Break
Purpose: The purpose of this lesson is to show you how a
resource break is scheduled.
Windows:
Resource Break
Simulation Client
- In the header portion of the resource break, right-click and then click Schedule.
Be sure not to select the Reassign Operations that Must Be Scheduled check box in the
dialog box that appears. The status of the resource break becomes Scheduled,
and the Start Date and Finish Date fields are updated (e.g.,
start date = 2/23/01 2:00 P.M., finish date = 2/25/01 2:00 P.M.).
Note: When CBS schedules a resource break, it attempts to
fit the resource break within the begin/end date range without adjusting the
current schedule on the resource. If there is an insufficient time slot in which
to fit the resource break, the break is scheduled to start at its begin date and
time. Any scheduled operations are moved to a later time on the resource. CBS
schedules the resource break based on 24 x 7 availability. The normal work
center resource calendar is ignored.
- Reopen or refresh the Simulation Client.
- In the Data Tree window, under the Activities node, find Resource Break
XXBRK1, and drag it onto the Gantt chart.
- Hold down the Shift key, and drag Work Center XX800 to the Gantt
chart.
Note:
The status of the resource break is automatically set to Released when the
break is
scheduled.
In CBS, you can manually adjust the schedule for the resource break as long as
its status is changed from Released
to Scheduled. A manual resource break can be scheduled later than
its end date.
- Return to the Resource Break
window. Right-click and then click Unschedule. Be sure not to
select the Reassign Operations that Must Be Scheduled check box in the dialog box that appears.
The value in the State field changes to Unscheduled, and the Start
Date and Finish Date fields are now blank.
- Reopen or refresh the Simulation Client. Plot the resource break on the
Gantt chart. Note that the resource break is gray. This indicates that it is not scheduled.
- Return to the Resource Break
window.
- Change the value in the End Date Range field to next Friday's date
(e.g., 2/16/01).
- Save your changes.
- Right-click and then click Schedule. Be sure not to select the Reassign
Operations that Must Be Scheduled check box in the dialog box that appears.
The status of the resource break changes to Scheduled, and the start and
finish
dates are updated (e.g., start date = 2/14/01 12:00 A.M., and finish date = 2/16/01 12:00
A.M.).
- Reopen or refresh the Simulation Client. Drag the resource break and work center
XX800 to the Gantt chart.
Note:
The resource break is now scheduled where some shop order operations had
previously been scheduled. The shop order operations are scheduled at a
later time.
- Return to the Resource Break
window. Right-click and then click Unschedule. This time, select
the Reassign Operations that Must Be Scheduled check box.
The value in the State field changes to Unscheduled, and the Start
Date and Finish Date fields are blank.
- Reopen or refresh the Simulation Client to see the schedule of the XX800 resources.
The shop order operations are rescheduled to start and finish earlier.
- Return to the Resource Break
window. Right-click and then click Schedule. Select the Reassign
Operations that Must Be Scheduled check box.
The value in the State field changes to Scheduled, and the Start
Date and Finish Date fields are updated (e.g., start date = 2/14/01 12:00
A.M.,
and finish date = 2/16/01 12:00 A.M.).
- Reopen or refresh the Simulation Client. Drag the resource break and
Work Center XX800, along with its resources, to the Gantt chart.
Note:
The resource break is scheduled where some shop order operations had
previously been scheduled. Some of the shop order operations have been rescheduled
on a different resource.
Completing a Resource Break
Purpose: The purpose of this lesson is to show you what
happens when a resource break is completed.
Windows:
Resource Break
Simulation Client
- Return to the Resource Break
window. Right-click and then click Complete. The status of the
resource break changes to Finished.
- Reopen or refresh the Simulation Client. Verify
that Resource Break XXBRK1 is no longer in the Scheduling Server.
Importing Maintenance Work Orders
Purpose: The purpose of this lesson is to show you how to import a
maintenance work order.
Windows:
Prepare Work Order
Maintenance Import
Resource Break
Simulation Client
- Open the
Prepare Work Order window.
- On the
General tab, select an object ID using the List of Values. Be sure to select an ID with
your initials as a prefix.
- Enter a description.
- Enter the CBS site.
- Select a value in the Reported By field using the List of Values.
- In the Directive field, enter Fix.
- Enter next Tuesday's date as the start date and 8:00 A.M. as the start time.
- Enter next Wednesday's date as the completion date and 8:00 A.M. as the
completion time.
- Enter an execution time of 24 hours.
- Select a value for the Execution Dept field using the List of
Values.
- Enter the work type using the List of Values.
- Enter the priority using the List of Values.
- Save your changes.
- Click the
Prepare tab, and create a new record. Enter
2
(Obstructive) in the Op Status field.
- Save your changes.
- In the work order header, right-click and then click Work Order Status.
Select the Prepared status.
- Open the Import Maintenance window. Specify the values
needed to manually import maintenance work orders as follows:
- Enter your site name.
- Enter a begin/end date range to include the work orders that you created.
- Click OK.
Note: Optionally, you can specify that work orders be imported for any
combination of work centers, work center resources, tool IDs, and tool
instances.
- Open the Resource Breakwindow to query the resource breaks
with a break type of Maintenance for your site.
Note: There are resource breaks for the work orders. The
status of these
breaks is Proposed.
- For one of the work order resource breaks, right-click in the header
portion of the window, and then click Confirm. Make sure that the
Re-Assign Operations check box is not checked. The status of the resource break changes to
Scheduled, and the values in the Start Date and Finish Date fields are
updated.
- Reopen or refresh the Simulation Client. Plot the work order resource
break.
Note: The status of the resource break is automatically set to Released
when the break is scheduled. In CBS, you can manually
schedule the resource break as long as its status is changed from
Released to Scheduled. A maintenance resource break can be scheduled only
within its begin/end date range.
Note: You can define a background process to import maintenance work orders
automatically. The options for this process are defined using the
Maintenance Import
dialog box.