Analyzing the Execution and Progress of Work Orders

You can use a specific color scheme to see at a glance whether the activities in the plan are early, on time, or late.

1. From the Main View Settings section of the action bar (or Secondary View Settings, if the chart is in the lower half of the widget window), click Work Order Color.
2. From the list, select Advance / Delay.

In the graph area of the chart, the colors of the operations reflect the advance / delay of their work order. In the Hierarchical Work Order Gantt Chart, the color of the icon in each summary bar reflects the work order advance / delay. By default, operations are:

• Red if the work order is late, and there is no way to catch up with the delay; hex color: #df3a01. The work order calculated due date is equal to, or earlier than, the current planning start date.
• Orange if the work order is more than 7 days late; hex color: #e87b00. Its end date in the plan is later than its calculated due date by more than 7 days.
• Yellow if the work order is 7 days late or less; hex color: #d7df01.
• Light green if the end date of the work order is equal to its calculated due date, or earlier by up to 7 days; hex color: #a9f5bc.
• Dark green if the work order is more than 7 days early; hex color: #088a4b.

Important: The value "7 days" is an example. Your plan applies the advance / delay margin used for calculated due dates in Factory Scheduling. If there is no margin, operations are red when the calculated due date is equal to, or earlier than, the current planning start date. They are orange when the scheduled end date of the work order is later than its calculated due date. And they are dark green when the work order is on time or early. You can customize the advance / delay color scheme. For more information, see Dialog Box for Editing Colors.

You can select another color scheme at any time, using the Work Order Color flyout.

Tip: The advance / delay status of a work order is always visible in the tooltips related to that work order, and in the Details panel. For more information, see View Details on Work Orders.

You can use a specific color scheme to show the status of work orders: launched, scheduled, in progress, or closed. This information can be useful to understand the current schedule.

1. From the Main View Settings section of the action bar (or Secondary View Settings, if the chart is in the lower half of the widget window), click Work Order Color.
2. From the list, select Work Order Status.

In the graph area of the chart, operations change color to reflect the status of their work order. In the Hierarchical Work Order Gantt Chart, the color of the icon in each summary bar also changes accordingly. Colors are as follows:

• Cyan is for launched work orders; hex color: #a6e7f3. The activity is available for planning, but not scheduled yet.
• Light blue is for scheduled work orders; hex color: #80baca. The activity is in the schedule, but has not started yet.
• Medium blue is for work orders in progress; hex color: #53879b. The activity is under way.
• Dark blue is for closed work orders; hex color: #2b566f. The activity is complete.
• Gray is for work orders whose status is unknown; hex color: #77797c. This is an anomaly. You may want to report it to the persons in charge of the schedule, or of the manufacturing execution system.

Tip: You can customize this color scheme. For more information, see Dialog Box for Editing Colors.

You can select another color scheme at any time, using the Work Order Color flyout.

Tip: The status of a work order is always visible in the tooltips related to that work order, and in the Details panel. For more information, see View Details on Work Orders.

You can get a good grasp of the progress of work orders based on the execution status of their operations.

1. From the Main View Settings section of the action bar (or Secondary View Settings, if the chart is in the lower half of the widget window), click Work Order Color.
2. From the list, select Operation Execution Status.

In the Gantt chart, operations change color to reflect the execution stage they are at. In the Hierarchical Work Order Gantt Chart, you need to expand the summary bars to see that. For more information, see Monitor Resource Activity and Operation Execution.

You can select another color scheme at any time, using the Work Order Color flyout.

Tip: Whatever the color scheme, you can see the execution status in the tooltips of operations, and in the Details panel. For more information, see View Details on Operations. Specific hatch patterns always identify the operations that are in progress or complete. For more information, see Gantt Chart Graph Area.

For a global view of where the operations of a work order stand in the schedule of resources, use the Resource Gantt chart. For more information, see Monitor the Schedule of a Work Order on Resources.

You can use the Details panel of the chart to view the characteristics of work orders.

1. On the Gantt chart, locate a bar related to the work order to analyze. This can be an operation bar or, in the Hierarchical Word Order Gantt Chart, the summary bar of the work order.
2. If the Details panel is open already, click that operation or summary bar. If the panel is not open, double-click the bar instead. In both cases, the panel then displays the details on your new selection.
   Note: If you are displaying two Gantt charts at a time in the widget, clicking an operation in one highlights that same operation in the other as well.

If you clicked a summary bar, you are now viewing the Work Order Details panel, which shows only information on the selected work order. If you clicked an operation bar, you are viewing the Operation Details panel, and the information on the work order is in the top section. The work order details are the same in both cases, and include:

• The status of the work order. This is the current stage in the work order lifecycle: scheduled or in progress, for example.
• The work order earliest start date, as determined by the planning constraints.
• The work order due date. This is the date when the work order must be complete so that the process it is part of, or the sales order, for example, is on time. This is not a calculated date. It is part of the input data on the work order.
• The work order calculated due date. This is the latest date when the work order can finish without delaying any of its linked work orders. If the work order does not have links with other work orders, its calculated due date is equal to its due date.
• The work order advance / delay as compared with its calculated due date. Unless the work order is right on time or critically late, there is a tooltip on that field, with the exact advance or delay value.
• The item the work order is producing.
• The quantity to produce.
• The priority of the work order.
• The list of the work order dependencies, if any. This can include predecessor and successor work orders. Predecessors have a link that targets the current work order. They must be complete before the current work order can start. Successors have a link that originates from the current work order. They can start only when this work order is complete. Dependency links are visible on the chart, but this list can be a useful complement to the graphical representation.
• Other dates for the work order. These dates are readily visible in the Work Order Details panel, and are under More in the Operation Details panel. The scheduled dates are the current start and end dates of the work order in the plan. Execution dates are available only when the work order is under way, or complete. The target dates are the objectives for work order execution. They are optional. When they are available, the panel shows whether the scheduled end date of the work order is early or late with respect to its target end date. The reference dates are available only if there is a reference plan. This is a schedule that the planner saved as a reference in the scheduling app, to later assess production plan performance. When these dates are available, the panel shows whether the scheduled end date of the work order is early or late with respect to its reference end date. For both target and reference dates, unless the work order is right on time or critically late, there is a tooltip on the advance / delay value, with the exact figure. The value field uses the advance / delay colors configured from the Display section of the action bar. For more information, see Dialog Box for Editing Colors.

Clicking a bar from another work order updates the Details panel accordingly. For more information, see Gantt Chart Details Panel.