Assignment Planner

Overview

Access: Admin, or an account with Assignment Planner page access, plus the relevant machine access. Roles and access.

Give planners a drag-and-drop workspace for deciding which machine should run which work next, plus a timeline for reviewing assignments across machines and time.

Users open it from the Planner section in the main navigation.

Access

What You Can See

• An unassigned work list and search in Filter & Sort.
• Machine columns and a Hall Pool column for each hall that act as queues.
• Hall and machine filters to focus the planning surface.
• A selectable set of machines in the Gantt timeline.
• Scheduling overlaps and links to the related orders.

What You Can Do

• Search assignments and unassigned operations, with results updating as you type.
• Drag work into a machine queue or hall pool, or move it between columns.
• Reorder assignments inside a queue.
• Update assignment details such as timing, status, or priority.
• Automatically arrange future assignments without changing active production.
• Review warnings before overlapping assignments are rearranged.
• Open Assignment Gantt to inspect the production schedule and use automatic assignment.

Machine Queues and Hall Pools

A machine queue assigns work to a specific machine. A Hall Pool holds work for a hall when several machines could perform it and the machine choice can stay open. By default, each hall pool appears beside its machine columns. You can drag an operation into it or assign a new operation there.

The readiness badge indicates when pooled work is ready to be claimed by a machine. Placing work in a hall pool leaves the machine choice open until it is claimed; the badge helps you decide when work can be picked up.

You can move unstarted work directly between machine and hall-pool columns. With Sort by Queue Position on, drop it at the position you want. With sorting rules on, your Moves choice sets the start or end of the destination queue. For started work, stop it first and hand over the remainder using the dialog described below. Recorded work stays on the original machine.

You can also assign work to a destination marked Work center. Its queue contains orders and assignments without sensor KPIs. Review the destination before confirming a move. See Work Centers.

Click a machine name in its column header to open Machine Details. Ctrl-click or middle-click opens a new tab. Clicking the name does not start a drag. Hall-pool names are not links.

Hand Over Started Work

Administrators and users with access to the Orders page can drag a started, stopped operation to any hall pool or another machine they can access. Every user needs access to the operation’s current machine. Other users can only return the operation to the pool of its current machine’s hall, in Assignment Planner or Data Acquisition. The dialog shows Planned, Done here, and Left. Review Quantity left and add Reason (optional) for the next operator. Only good parts reduce the suggested remainder; scrap must be made again. Leave the quantity empty if unknown. Confirm with Back to pool for a pool or Move for a machine.

The original machine keeps its times and good parts. Its part leaves the active queue and shows Handed over. The rest goes to the top of the destination queue, including when you drop onto a collapsed pool. Your display sorting can affect where its card appears. Both queues update. For example, 40 good parts out of 100 leave 60 for the next machine. There is no automatic undo for a handover.

A running card can be reordered within its column. Moving it to another destination is blocked with Running. Stop it on the machine before moving it. Finished and cancelled work cannot be handed over. An unstarted planned or released card still moves without a dialog. An unstarted card marked in progress or on hold opens a move confirmation; it moves the whole operation without leaving recorded work behind.

Grey badges show where work came from or went. Hover for the quantities, person, time, and reason. Narrow cards can show only an icon and numbers. Operation context and waiting details show Partly done: and where the rest is waiting. If the operation changed while you were reviewing it, the queues refresh; check them before trying again. Follow hand over work.

Choose Where Hall Pools Appear

On a wide screen, open Hall pools above the board. Under Where to show them, choose:

• In the board: the default. Pools sit beside their hall’s machines and follow the board’s column or row layout.
• Beside the list: each pool stays beside Unassigned operations while you scroll through machines. Pools remain vertical columns in either layout. Each is as tall as the unassigned list and scrolls its cards separately.

Your placement choice is saved for your account. Under Which pools to show, tick the halls you need. This is the same selection as the hall filter. Hall pools do not count toward the 25-machine limit. While a pool loads, it shows a loading indicator.

With Beside the list, use Collapse pool in the pool header to leave a narrow strip with its name and count. It still accepts cards. For a move without a dialog, a drop places work at the end of the pool, including cards not yet shown. A confirmed handover places the remainder at the top. If your search covers the pool, close it first so the work lands at the very end. Otherwise, the drop can land among the cards. Click the strip or use Expand pool to open it again. Collapsed pools are remembered in this browser for the current company.

Hiding the unassigned list leaves the pools at the left edge. The placement menu and these columns are available on wide screens. Follow Plan Machine Assignments.

Search, Filters, and Card Details

Filter & Sort groups the controls under Filter, Sort, and Display. Each group has an information icon. Filter chooses which machines, hall pools, and operations appear; the ERP import filter is here too. Sort sets card order and where moved work lands. Display controls visible values, highlights, and the Forecaster’s delivery marker.

Open the information icon for Assignment Planner Guide when you need help with filters, sorting, or moving cards.

Press Ctrl+F (⌘F on a Mac) or click the search icon in the always-visible Filter & Sort bar. Enter an order, product, or customer. Under Search in, choose the area to filter:

Search only filters the area chosen under Search in. Status, priority, and tag filters apply to the unassigned list and all queues. The import filter narrows only the unassigned list to one ERP upload. Areas outside your search choice keep showing their cards. Your search-area choice is saved for your account. When the search includes the unassigned list, it also shows how many unassigned operations were found. Esc or × closes and clears the search; other filters still apply.

A link that opens the Planner with a search uses Everything for that visit without changing your saved choice. Opening it from an order, product, or customer can also add a filter chip above the board. Remove that chip to clear its filter; matching unassigned cards are outlined.

Select machines by hall; click the hall checkbox or hall name to select or clear the whole hall. Empty space in the heading does not change the selection. You can show up to 25 machines plus hall pools. Status filters apply to individual assignments. Order tags appear when your company has defined them. The import filter narrows only the unassigned list to one ERP upload.

Columns controls the values shown on cards. Some values cannot be hidden. Highlight emphasizes visible values. Both choices are saved to your profile. Highlighting a hidden value has no visible effect until you show it. You can also read and edit operation or assignment notes here.

When machines are shown in rows, Filter & Sort → Display → Show full text is an on/off button remembered for your account. With it on, every value is shown in full and each card is only as tall as its own values. One long note does not stretch the other cards. With it off, each value uses one line; long values are cut off, and you can hover over a value to read it all. In the column layout, cards always show every value in full, so this button is absent. In the row layout, Order Date and Delivery Date each have their own line, so Delivery Date remains readable.

Recognize Reopened Work

Reopened with a date and time marks an operation reopened after completion or cancellation. It appears in both card layouts; narrow cards use a shorter time display. Open its explanation to see who reopened it, when, on which machine when available, and whether it was placed by company sorting, at the top, or at the bottom. The badge disappears when the operation is completed or cancelled again.

On the PDA page, reopening lets you choose its queue placement. This leaves priorities, dates, and the saved company sorting unchanged. Follow Reopen a Completed Operation.

Reveal More Cards in a Queue

Each machine or pool queue initially shows 40 matching cards. Select Show 40 more to reveal the next 40; the button shows a smaller number when fewer remain. The count and summary include every card in the queue, also the ones not shown yet. This works in both layouts. Search filters the work before the first 40 cards are shown.

Revealed cards stay visible after a refresh. For moves without a dialog, dropping at the end places work after every card in the queue, even if you have not revealed them all. If your search covers that queue, close it first so the work lands at the very end. Otherwise, the drop can land among the cards. Unassigned does not filter machine queues or pools; Hall pools, Machines, and Everything filter the queues in their chosen area.

If a change cannot be saved, the Planner shows an error and reloads the queues involved. Check them before trying again.

Set and Filter Priorities

Order priority (previously Priority filter) and Operation priority are independent. Select the P chip for the order or the dashed OP chip for one operation to change its priority. Changing an operation's priority leaves the order priority unchanged.

Each priority filter accepts several values. Type a number to find a value that has no entry in the company legend. When you use both filters, a card must match both. For example, you can find a particular operation priority within orders of a selected priority. See Plan Machine Assignments.

Queue Order and Operation Priority

With Sort by Queue Position on, queue order and operation priority affect each other by default:

• Drag an operation ahead of more urgent work to raise its operation priority, or behind less urgent work to lower it. This also applies when moving between columns or assigning work from the unassigned list.
• Within the same queue, moving past equally urgent work can raise or lower the priority by one company level. For example, with the default levels, moving the second of two OP70 operations to the top makes it OP100.
• Change the dashed OP chip to move the card towards its new priority’s position. It passes less urgent work when raised and more urgent work when lowered. Equal-priority cards keep their relative order.

The Planner uses your company’s priority levels and urgency direction. If a priority already fits, it can stay unchanged. When no suitable level fits between the neighbours, the operation can share a neighbour’s priority. A move does not change other operations’ priorities or the order priority.

After a drag changes priority, a notice shows the old and new values. Undo restores the old priority and keeps the new queue position.

An operation split across machines or pools shares one operation priority. Dragging one part updates that priority everywhere but leaves the other queues in place. Changing the priority on its card can reposition its parts in each accessible queue.

Administrators can turn this off under Admin Panel → Priority Levels → How priorities are used → Queue order and operation priority stay in step. When off, dragging only changes order, and changing priority does not move cards. These linked changes do not apply in sorting-rule mode or when applying Re-sort. Follow the planning steps.

Queue Position and Sorting Rules

Sort by Queue Position displays assignments exactly in the order set by dragging them. Running and on-hold operations keep their place and are numbered there; nothing is pulled to the top. You can reorder running work within its column, but must stop it before moving it to another destination. When this option is off, sorting rules determine the displayed order instead. Each rule has a field and an ascending or descending direction. Additional rules break ties, and their order determines which takes precedence.

You can edit rules under Filter & Sort → Sort while Sort by Queue Position is on. These saved rules order unassigned operations and supply Re-sort → Sort rules. Editing them does not move work in machine or hall-pool queues. Apply Re-sort to put a queue into that order. On the PDA page and in BDE access templates, rules remain locked while queue-position sorting is on.

The same sorting choices are available in Data Acquisition V3. Priority values follow the company levels configured in the Admin Panel.

Re-sort a Queue

You need planning access: an administrator account or access to the Orders page, plus access to the machine. In Assignment Planner, enable Filter & Sort → Sort by Queue Position. Choose Re-sort (previously Sort by priority and date) on the last line of a machine or hall-pool header. It is also available on each machine row in Assignment Gantt.

Under Sort by, Sort rules is the first tab and is selected whenever you open the dialog. It starts with the rules your Planner uses when Sort by Queue Position is off. Gantt uses those same Planner rules.

The rule editor is always visible. Under Rules from, choose:

• My sorting: restore your Planner’s rules.
• Company standard: copy the rules an administrator saved for everyone. This choice appears only when a company default exists.

Edit the rules below the choice to use a different order for this re-sort only. Select what each rule sorts by and set its ascending or descending direction. Use Add sort rule for another rule, or remove one you do not need. Changed appears when the rules match neither your own nor the company’s. If both match, My sorting is selected. These edits do not replace saved personal or company sorting. Reopening starts again with your Planner’s rules.

Rules apply in order; later rules break ties. The proposal follows the same order as your board with queue-position sorting off, except for operations you keep fixed. For example, use order priority first, operation priority second, and planned order start third. Add at least one rule; without a rule, you cannot apply the sequence.

The other tabs remain Order priority, Operation priority, Planned end, Delivery date, and Order date. On these tabs, priorities use the company’s urgency direction; dates put the earliest first. Missing values come last. Equal values use the planned operation start, then the current place. Planned end uses the operation’s end, or its work order’s end when the operation has none.

The proposal includes the whole active queue, including work hidden by filters. Place compares current and proposed positions. Work left shows remaining planned work; a dash means it is unknown. Clear Can move to keep an operation at its exact place. Select all or Select none changes the whole selection. Running and on-hold work can be sorted here; unlike the search in Improve plan, status does not fix its place.

On Sort rules, the table has one column per rule, in rule order. Each heading shows the rule and its direction arrow. Priorities appear as chips; dates and times appear where available. Planned-date headings distinguish Operation planned start and Operation planned end from Order planned start and Order planned end. A dash means no value is shown. Columns → Sort rules shows or hides all rule columns together. On narrow screens, their values are grouped together.

Use Columns to choose optional details; your choice is remembered. Click a row or its information icon for Details, including forecast assumptions and dates. Close the panel with its close button or by clicking outside it.

Choose Apply sequence to save, or Cancel to leave the queue unchanged. New sequence applied offers Undo. Re-sorting does not change priorities. You can still drag cards afterwards; this action does not keep sorting automatically.

While Updating… appears, wait for the new proposal before applying. If the queue changes during review, check the refreshed proposal. If nothing changes or every operation is fixed, there is nothing to apply. Allow some operations to move. If undo fails, review the current queue. Follow Re-sort a Queue.

Read Queue Position Numbers

The number at the bottom left of a card means Place in this queue. Numbers count active assignments in each machine or hall pool, starting at 1. They work in both layouts and continue when you reveal more cards. Completed and cancelled work has no number.

Numbers appear only with Sort by Queue Position on, no priority, operation priority or tag filters, and the usual status selection. A search covering machines or pools hides numbers in that area. Clear the relevant search and filters to see them again. Data Acquisition cards do not show these numbers.

Save or Use Company Sorting

Administrators can set the sort mode, rules, and Moves choice under Filter & Sort, then select Save as company default. Saved as company default confirms the change. For moves without a dialog, the Moves choice controls where orders land in rule mode; in queue mode, the drop position still decides. Handed-over work goes to the top of its destination queue.

People without their own saved sorting start with the company default. Personal sorting takes precedence. Data Acquisition V3 uses the company's sort mode and shared rules; its running- and waiting-order options are separate.

Choose Reset to company default to copy the current company mode, rules, and Moves choice into your Planner settings. This saves your own sorting, so later changes to the company default do not replace it. Without a company default, the reset shows Reset to default (no company default set yet) and restores the standard choices. For the PDA page's reset and required save step, see Data Acquisition.

Choose the Date for Sorting

Cards can show Operation Planned Start and Operation Planned End. These describe one operation's planned window. Use them to sequence individual operations within an order.

Order Planned Start and Order Planned End describe the whole order. Every operation in that order shares these dates, so sorting by them keeps its operations together. Work Order Planned Start and Work Order Planned End describe the work order's planned window.

Improve a Plan

With planning access and access to the machine, enable Filter & Sort → Sort by Queue Position. Select the sparkle icon Improve plan on the last line of a machine header. Choose This machine or All machines in <hall>, then clear any machines you want to leave out. Operations keep their machines unless you include pool work.

The same dialog opens from Assignment Gantt. Its toolbar sparkle covers the machines on the board; a machine row’s sparkle starts with that machine and offers its hall.

Choose an Option

Under 1 · Choose an option, compare Best operation sequence with Follow planned dates, Follow the queue, Follow the queue, not before the planned date, and Delivery date first. Today marks the current company rule. Best result marks an option that improves on today. Every result compares late orders and delay after saving with today.

Best operation sequence tries many sequences. It favours fewer late orders, then less total delay, then earlier expected ends. If these tie, order priority favours more urgent orders finishing first without changing their priority; fewer changes decide last. It also considers work waiting on other machines. Within this choice, select:

• Keep priorities: changes no priority and keeps more urgent operations ahead.
• Least delay: aims for the best result and shows any operation priorities that must change.
• Fewest changes: finds the best result with at most 3 moves; operation priorities may change.

Recommended marks the suggested choice. Identical results appear only once. Order priorities never change. When the company turns off Queue order and operation priority stay in step, these options leave operation priorities unchanged too.

The search keeps running and on-hold operations in place and respects the operation sequence within an order. Clear Can move to keep other operations at their exact places. Use Select all, Select none, or a machine group’s checkbox to change several at once. The table first shows only operations that change place or whose status changes. Show all (N more operations) shows the rest, including machines that do not change; Show only the changes returns to the shorter list. Fixed-rule choices have no Can move controls.

The first search shows Looking for the best operation sequence…, followed by lines for reading the machines’ queues, trying other sequences with a running count, checking every delivery date with the best result so far, and preparing the options. After the search, the bottom left shows Checked N sequences in X seconds, with Search longer beside it when offered. In Distribute to machines, this reads Checked N arrangements in X seconds. Stop and show the best so far stops the search and keeps any result found. Search longer, when offered, tries further sequences; it is no longer offered after the longer search. A stopped search with no improvement does not prove that no better sequence exists.

Review and Save

Under 2 · What changes, the table shows Can move, Place (now → new), Order, Operation sequence (the operation number chip), Product, Machine (when several machines are included), Work left, and Expected end (now → after). Can move appears for the searched sequence. There is no separate status column. Columns lets you hide Operation sequence, Product, Machine, Work left, and Expected end. Can move, Place, and Order always stay visible where offered. Your column choices are remembered.

The time after applying uses red for late and amber for at risk. Click a row or Details to read the full verdict, planned end, delivery date, Based on, and Why this time. The information icon beside Expected end explains: now is the forecast with today’s sequence; after is the forecast if you apply the proposal. Neither is the planned end or the delivery date; those are in the details.

Operations outside your selection whose expected ends change appear under Also changes expected ends on other machines. Check them and the number of planned dates and priorities that will change. Why this sequence? explains the proposed sequence.

When the company’s forecast rule is Follow planned dates or Follow the queue, not before the planned date, saving Best operation sequence also sets new planned dates for waiting operations on the reordered machines. This makes the forecast follow the new sequence. The selected option says Applying sets new planned dates for N operations on this machine. or Applying sets new planned dates for N operations on these machines. More planned dates can change than operations move. With Follow the queue, saving the sequence sets no planned dates; any operation-priority changes remain as shown.

When earlier work is missing from the plan, the dialog shows a short line such as N operations wait behind an operation that isn't planned. with an information icon. Those waiting operations cannot be moved, and their times are too optimistic. Planning the earlier operations helps most.

Choose Save as plan after reviewing. Nothing changes while you compare. Saving can change queues, operation priorities, and Watchmen planned dates as shown. It keeps original operation dates and delivery dates. New plan saved offers Undo, which restores the saved queue, priority, and plan changes. If the plan changed and Recalculate appears, review the new proposal before saving. If undo cannot restore the old plan, review the current board.

Changing a selection keeps the table visible with Updating…. Saving and Search longer wait for the updated result. Follow Compare and Save a Plan.

When Dragging Does Not Change Expected Ends

With Follow planned dates, dragging changes queue position and can change priority, but expected ends follow planned dates. Saving Best operation sequence also sets new planned dates for waiting operations on reordered machines with Follow planned dates or Follow the queue, not before the planned date. With Follow the queue, it sets no planned dates. Check the selected option’s planned-date count before saving.

With Delivery date first, the forecast chooses its own sequence; the Planner hides Improve plan and Distribute to machines. Reordering cards does not change expected ends under that rule. With planning access, Gantt still offers Improve plan with the fixed rules. Best operation sequence is greyed out with a reason, and no search starts.

Hover over Manual queue order to read the forecast explanation. The chip appears only while Filter & Sort → Sort by Queue Position is on. With Follow planned dates or Delivery date first, it explains that moving cards changes the order and priority, not expected ends, and that Improve plan can set new planned dates. This replaces the separate forecast banner and its dismiss button. With either queue-following rule, this extra explanation is absent.

Distribute Pool Work to Machines

With planning access, enable Sort by Queue Position and choose Distribute to machines beside Re-sort in a hall-pool header. The dialog is titled Distribute <hall> pool to machines. Choose the hall’s machines to use and tick Place for each pool operation to include. The list covers the whole waiting pool, including cards hidden by board filters. It is not limited to the cards you currently see.

Existing machine operations keep their relative sequence while pool operations fit between them. Clear Can move on an existing operation to keep its exact place; new pool work cannot be inserted ahead of it. The machine group’s checkbox changes all its existing operations together. Running and on-hold work stays in place.

The dialog offers option cards Keep priorities, Least delay, and Fewest changes, with one marked Recommended. Each compares late orders and delay with leaving the work in the pool. The summary shows results such as 3 operations placed, 1 stays in the pool. and N late orders instead of M if they stayed in the pool. It compares late orders after placing with what would happen if the work stayed in the pool.

Each placed row shows → <machine>, place N and its expected end. Reasons for work left out start with Stays in the pool:. No machine may be selected, an earlier operation may also stay in the pool, every placement may delay other orders, or the search may have stopped before reaching the operation. Try Search longer when offered for that last case. Review any priority and planned-date changes.

Choose Apply this sequence to place the selected work as proposed. Operations placed on the machines offers Undo, which returns placed operations to the pool in its previous order and restores the other saved changes. If the pool changes during review, the list can update and recalculate. If a conflict appears when applying, choose Recalculate and review again.

In Improve plan, choose All machines in <hall>. When the pool has waiting operations, Also place the N operations waiting in the pool appears and starts unchecked. Check it to show pool rows with a Place box for each operation. The pool choice is absent when the pool is empty. Without pool inclusion, that dialog only rearranges work already on machines. Follow Distribute Pool Work.

Check Dates with the Forecaster

Open Forecaster check to choose which date the cards are measured against. The coloured tab on the left of each card shows whether the job will make that date: red means late and amber means at risk. On-time cards with an expected end show a small clock in the same place. An at risk result means the remaining work barely fits or an earlier operation is not planned. The machine summary also counts jobs with this warning.

If the Forecaster has no expected end for a job, only its date is compared with today. This does not confirm that the work will finish on time. The queue's expected finish tells you when the machine is expected to complete all its queued work. Waiting working time tells you how much work remains.

For the explanation, open Forecaster check → How does the Forecaster work?. The menu closes and the help opens without changing your selected date check. It explains the colours, how shifts and earlier operations affect expected times, and why missing planning details can make times too early. You can also read the Forecaster explanation or follow Plan Machine Assignments.

Under Forecaster check, choose Delivery date, Planned end, Delivery date & planned end, or Off. Read the card’s expected end and remaining buffer to understand the warning. An unplanned earlier operation makes the expected end too optimistic.

The machine summary’s free time comes from the last expected finish in its queue. If some work has no expected end, that time is only the earliest possible availability. The displayed load is work still booked by the forecast.

Switch the layout to put machines side by side with queues downward, or machines top to bottom with queues to the right. Use Show unassigned operations or Hide unassigned operations to adjust the workspace. You can display up to 25 machines; hall pools do not count toward that limit.

Explain an Expected End

Hover over the date tab or small clock on the left of a card. The explanation shows:

1. Expected end, the expected start, and the date checks.
2. Based on, when assumptions need your attention.
3. Why this time, naming the work ahead on the machine, an earlier operation on another machine, or the next shift it must wait for. It can also show the first operation causing a chain of waits.
4. Earlier operations of this order, with their machines and progress or expected ends, followed by any other notes.

Read the assumptions before relying on the time:

• On hold for a long time: the forecast assumes the operation continues in its queue position. Later work still waits for it.
• Never started: this note appears only with Follow planned dates or Delivery date first under View options → Planning in Assignment Gantt; the forecast assumes the operation starts as soon as its machine is free. With Follow the queue or Follow the queue, not before the planned date, neither this note nor No planned start appears, and the operation keeps its place in the queue.
• No planned start: this note appears only with Follow planned dates or Delivery date first. The forecast places the operation after the machine’s dated work.
• Waits for an earlier operation: an earlier operation has no machine yet or is still in a hall pool. The displayed times may be too optimistic.

These operations still get expected times. The warning icon carries the same assumptions. No forecast means the operation is in a hall pool or the forecast is not available right now. Pool work gets a forecast once assigned to a machine. Without an expected end, only the date is compared with today. If details fail to load, hover again to retry.

Follow Updates on the Board

After a saved move, expected ends and date checks refresh automatically. The open Planner checks for schedule changes about every minute. Updates pause while you drag, while a move is being saved, or while a sorting dialog, an assignment dialog, or the Back to pool dialog is open.

Cards slide to their new positions. The dropped card briefly gains an outline, and a changed forecast briefly highlights its date marker. These cues do not change the card’s status. With reduced motion enabled on your device, outlines replace sliding and scaling. Cards hidden by filters remain hidden; a changed priority can make a card enter or leave a priority filter.

Assignment Gantt and Scheduling Feedback

Use the view switch to open Assignment Gantt. Review expected starts and finishes, trace delays under Attention, and compare waiting work with Improve plan. Its Move controls let you review the effects of an eligible assignment’s move before saving.

Save as plan updates eligible queue positions and planned dates. Running and on-hold work keep their place. Review the work left unchanged, especially assignments behind an unplanned earlier operation. Follow Plan Machine Assignments for review and saving steps.

Why Can I Not Move a Card?

Running work must be stopped on its machine before a handover. Finished and cancelled work cannot change destination. Started, stopped work opens the handover dialog even if its status is Planned or Released. Its recorded work always stays on the original machine.

At most 25 machines can be shown at once, plus hall pools. Search only filters the area chosen under Search in. Status, priority, and tag filters apply to the unassigned list and all queues. The import filter narrows only the unassigned list to one ERP upload. If the queue changes while you reorder, it refreshes and you must redo the reorder.

For moves without a dialog, with Queue Position on, dropping a card sets its exact position, including running and on-hold cards within their column. With it off, sort-rule precedence controls the view, and the Moves dropdown offers Start of Queue or End of Queue. This also applies to newly assigned operations dropped from the unassigned list onto a machine or hall pool.

Read OP, AG, P, Seq, Qty, and Utilization

• The dashed OP chip shows Operation priority; P shows the independent Order priority.
• Seq / Nr. is the operation sequence. Qty / Menge is quantity; Dur / Dauer is duration.
• Prep / Vorb. is preparation; Prod. is production. util. / Ausl. is planned queue load from planned durations, not actual utilization.
• Order Planned dates are shared across an order; Operation Planned dates belong to one operation.

For example, 50 parts at 2 minutes per part add 100 planned production minutes, plus fixed preparation time. Assignment Gantt shows time windows; its drag-to-reschedule mode is Experimental and read-only. See calculations.

Main Entities

• Machine
• Production Order
• Work Order
• Operation
• Assignment

Outcomes and Limits

Common Outcomes

• Users create or adjust the planned machine sequence for upcoming work.

Limits and Empty States

• A hall pool loads up to 500 assignments; a machine queue loads up to 100.
• With Queue Position on, dropping an unassigned operation into a large queue adds the work but does not save its chosen position. This affects hall pools with more than 500 active assignments and machine queues with more than 100. The Planner shows Could not persist queue reorder. Local changes were rolled back. and reloads the queue. Check the queue before trying again. Reordering work already in a large pool is still saved.
• Up to 25 machines can be shown at once. Hall pools do not count toward this limit.
• Filters can hide both machines and unassigned work.
• Running work must stop before handover. Finished and cancelled work stays on its machine.
• Automatic arrangement applies to future assignments and leaves active production unchanged.

Related Pages

• Scheduler
• Orders & Products
• Machines
• Peak Optimizer

Related Workflows

• Plan Machine Assignments
• Assign Machine Shifts
• Create a Production Order