Plan Machine Assignments

Select up to 25 machines and the halls whose pools you need. Pools do not count toward the machine limit. Narrow work with order tags, order and operation priorities, or the status of individual assignments.

Open search with Ctrl+F (⌘F on a Mac) or the search icon in Filter & Sort. Search for an order, product, or customer. Choose Search in → Unassigned, Hall pools, Machines, or Everything. Esc or × clears and closes the search.

Drag the operation onto a machine column when its destination is known. If several machines in a hall could perform it, drag it into that hall's Hall Pool or assign a new operation there. Use the readiness badge to see when a machine can claim the pooled work.

For work without a connected sensor, choose a destination marked Work center. Review the destination before confirming; the work center shows orders without sensor KPIs.

Reorder work inside the queue to adjust the planned sequence. Enable Sort by Queue Position in the sort/filter options to display that manual order.

Update key details such as status, dates, or priority when needed. Review or edit operation and assignment notes to keep instructions with the work.

Open Assignment Gantt and select up to 25 machines. Close the machine selection menu to apply your choices. Inspect the timeline for overlaps and open a related order when needed. Gantt has no hall-pool columns.

Open Improve plan, compare the alternatives, and review the assignments that would change before choosing Save as plan. Running and on-hold work keep their place. Follow the detailed comparison steps below.

Let the planner save the queue changes back to the platform.

On a wide screen, open Hall pools → Where to show them → Beside the list. Your choice is saved for your account. Choose In the board to return pools to the machines’ layout.

Under Which pools to show, tick the halls you need. This also changes the hall filter. Each pool appears beside Unassigned operations and stays in view while you scroll through the machines. If the list is hidden, pools start at the left edge.

Use Collapse pool to leave a narrow strip. If your search covers the pool, close it first so the work lands at the very end. Otherwise, a drop on the strip can land among the cards. Unassigned does not filter pools. You can drop onto the strip even while it is collapsed. Started work opens the handover dialog; after confirmation, its remainder goes to the top. Click the strip or use Expand pool to see its cards again. This browser remembers collapsed pools for the current company.

Press Ctrl+F (⌘F on a Mac) or select the search icon in Filter & Sort, even when the unassigned list is hidden. Enter an order, product, or customer.

Under Search in, choose Unassigned for the list, Hall pools for pooled work, Machines for work on machines, or Everything for all three. Other areas keep showing their cards. The default is Unassigned, and your choice is remembered. Machines does not search machine names.

If a queue has more than 40 matches, use Show 40 more, or the smaller remaining number, to reveal more. When the search includes the unassigned list, check its found count. Press Esc or × to close and clear search; other filters remain in effect.

Find the card in its machine or hall-pool column. For pooled work, check the readiness badge before choosing the machine that will take it.

Drag it directly onto the destination machine or hall-pool column. You do not need to unassign it first.

Choose the start or end of the destination queue and review the resulting plan.

A running card stays locked with Running. Stop it on the machine before moving it. Use the normal stop action in Data Acquisition and record the quantities first.

Drop the card on a hall-pool or another machine column. The handover dialog opens even if started work is marked Planned or Released. Moving within the same column only reorders the queue.

Check Planned, Done here, and Left. Review Quantity left: only good parts reduce the suggested remainder. Change it if parts need to be made again, or leave it empty if unknown. If nothing is left, finish the step unless more parts are needed. Add Reason (optional) for the next operator.

Check the destination, then choose Back to pool or Move for a machine. There is no automatic undo for a handover. The original machine keeps its times and good parts, marked Handed over. The rest goes to the top of the destination queue, even when dropped onto a collapsed pool. Both queues update. The step remains open until the remainder is finished.

On an operation or queue card, select the dashed OP chip to set Operation priority. Use P to change Order priority instead. The two values are independent.

Use Order priority and Operation priority to select one or more values. Type a number if it is absent from the legend. With both filters set, work must match both in the unassigned panel and machine columns.

If work disappears, review the status, tags, and machines. For missing work in the unassigned list, also check the import filter. It narrows only that list to one ERP upload. Remove any unwanted order, product, or customer filter chip above the board. Open the information icon for Assignment Planner Guide for help.

In the sort/filter options, enable Sort by Queue Position to use the order set by dragging assignments. Turn it off to sort by fields such as priority or date.

Choose Operation Planned Start or Operation Planned End to sequence individual steps. Choose Order Planned Start or Order Planned End to keep an order’s steps together. Set ascending or descending order. Add rules to break ties and drag them into the order of precedence.

Open Highlight and select fields from Order, Work Order, Product, Operation, Planning, and Assignment. Check the cards for your selected highlights, such as priority, due date, or customer.

Under Filter & Sort, enable Sort by Queue Position. In the machine or hall-pool header, choose Sort by priority and date. The preview covers the active queue, including cards hidden by filters.

Each opening starts with Order priority. Choose Operation priority to use step priorities instead. Higher priorities come first, then earlier planned operation starts. Check proposed positions and the previous positions of moved work. Running orders stay first, followed by on-hold orders; Stays on top marks these groups.

Choose Apply order to save the shared sequence. Choose Cancel to keep the existing order. If the queue changed during review, check the updated proposal before applying. If loading fails, retry; applying remains unavailable until loading succeeds. If no positions change, there is nothing to apply.

Check the queue after New order applied. Select Undo in that confirmation to restore the previous order. If undo fails, review the reloaded queue before adjusting it. You can still drag cards to change the sequence. New imports join the end; this action does not keep sorting automatically.

As an administrator, open Filter & Sort in Assignment Planner. Set the mode, sort rules, and Moves choice, then select Save as company default. Wait for Saved as company default.

If you have no personal sorting, you start with the company default. To replace personal sorting, use Reset to company default in the sort section. It saves the current company mode, rules, and Moves choice as your own settings. Without a company default, Reset to default (no company default set yet) restores the standard choices.

In Data Acquisition V3, open Card Display Settings → Sort Order → Reset to company sorting, then Save. The button shows a tick and is unavailable when the sorting already matches. Without a company default, use Reset to default (no company default set yet), then Save. Queue-mode choices for running and waiting orders remain unchanged; sort rules are replaced. Add any special running- or waiting-order rules again if needed. Follow the display setup steps.

Open Forecaster check in Assignment Planner and review the selected date. The card's coloured tab compares the job with this date: red means late, amber means at risk, and green means on time.

Choose How does the Forecaster work? at the bottom of the menu. This opens the help without changing your selected date check. Read what the colours mean and when times may be too early, then close the help to return to planning.

Open Assignment Gantt. In the view options, choose Expected times to include delays or Planned dates to inspect the plan. Open Attention to review the most important warnings first. Follow the related order to check steps without a machine or date. Also check planned durations, machine shifts, and whether current work has been recorded on the PDA/BDE.

Reading the forecast changes nothing. If you want to compare waiting-job sequences, open Improve plan. Review the comparison before choosing Save as plan. Saving changes planned dates and queues, can be undone, and never changes delivery dates.

With access to Orders & Products, open Forecaster. Choose Late for delivery → Show in table or Of these, steps not planned → Show in table. Date range and status filters pause; order, product, customer, and machine filters still apply.

Choose Not planned at all → Show list. Open an order and select Assign steps or Open in planner. These orders have a delivery date but no operation on a machine or in a hall pool.

In Assignment Gantt, inspect Attention → Earlier step not planned. Follow Show that step, then Assign to a machine when available. Select a machine you may plan on. A step waiting in a hall pool needs a machine too.

The assignment uses the step’s own planned dates. If no planned start exists, set dates before treating it as planned. Review the recalculated times for later steps and check whether the order still risks missing delivery.

Open Improve plan in Assignment Gantt. Compare Today with the other orderings for the machines on the board. Check Deliveries at risk, Total lateness, and the list of assignments that would move.

Use Show on board to preview an alternative without saving. Read what saving would actually do: running, on-hold, and blocked assignments keep their place. If saving would worsen delivery, return with Back to today and review missing planning steps instead.

Choose Save as plan and review the changed queue places and dates, the effect on orders, and Left as they are. Confirm only the intended changes. Delivery dates and the plant’s ordering rule stay unchanged. If someone changed the plan during review, nothing is saved; check the reloaded board again.

Check the board and Assignment Planner for the new queue and Watchmen dates. Use Undo to return to the previous plan if needed.

Open an assignment in Assignment Gantt. Select Move → Earlier, Later, Run next, or To machine…. Read the explanation if the action is unavailable. Running, on-hold, and finished work stays in place. Recorded work prevents a machine change.

Check the expected start and end, other assignments pushed later, and changes to late orders. Save after reviewing the assignments that will be replanned on the machine.

Review the updated queue. Use Undo if needed. If someone has changed the queue since, automatic undo is unavailable; review it and move the assignment back by hand.