When you open the app, you need to select the production plan to use. You
can click All Production Plans to list all the production plans
that are available for you, and then double-click the tile of the plan or use the tile
menu . Alternatively, provided you have used the plan in the app before, you can open
it from the Recent list.
Note:
With viewing rights, you can
access a production plan only provided a user with authoring rights has published it
at least once before.
By default, the app displays the selected plan in a Resource Gantt chart,
but you can then use Preferences
to choose a different view if applicable. The views available are as
follows:
- Resource Gantt chart: This Gantt chart shows
the distribution of operations among
execution resources.
It gives a good grasp of the workload of the resources in the plan.
- Work order Gantt chart: This Gantt chart displays the work orders in
the plan. For each work order, it shows the sequence of operations over time.
This is the go-to view to monitor the execution of work orders.
- Hierarchical work order Gantt chart: This Gantt chart displays the work
orders in the plan. Each work order appears as a single summary bar on the
graph, that you can expand to view the operations in the work order. This is the
Gantt chart of choice to switch quickly between a global and a detailed view of
the work orders.
- Resource workload chart: This chart shows how the
workload of resources varies over time, and highlights the periods when there is
either a risk, or a situation, of overload or overcapacity.
- Work center workload chart: Same as above, but for work centers. You
can expand the work center rows in this chart to see also the workload for each
resource in a work center.
If you have selected a Gantt chart or a workload chart:
- In Secondary view type, you can select a second view to display below
the main view in the widget. Typically, this is useful for analysis purposes. If you
select two charts, they share the same time scale, so scrolling left or right in one
chart scrolls the other chart accordingly. Similarly, selecting an operation in one
of the charts highlights it in the other. If you do not
need to display two views at a time, select None in
Secondary view type.
- In Open / Restore view from, you can select the first date to see when
you open the views, and also when you refresh them with F5 or
Ctrl + F5. The default value is the Scheduling
start date.
Also from Preferences
: For all types of views, you can select a Refresh
rate. With the default value Manual, you update
the data only when you select Refresh
from the widget menu . Depending on the production plan and on how you work, using one of the
automatic refresh options may be more convenient.
You can change these settings at any time.
You can pin the widget to a dashboard
tab, so
you do not need to select the type of view and other options again.
You can combine several widgets, and therefore views, into the same dashboard
tab, or
use several tabs, as best suits you. Typically, if you need to work on several
production plans, a good option is to use a separate widget for each. In any case, the
flexibility of dashboard and dashboard
tab
management lets you make the most of the Production Plan Cockpit widget.