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  • 03. Settings bar and Gantt chart display
  • 3.7 – Using the Search Bar
03. Settings bar and Gantt chart display

3.7 – Using the Search Bar

Accounts and settings

Accounts and settings

8
Accounts and settings
  • Adding a new user
  • Changing or resetting your Planilog password
  • Contacting Planilog Customer Support
  • Disabling user access
User access settings
  • What is Planilog user?
Change / Reset my password
  • How changing my Planilog login?
Customizing Planilog
  • Customizing your dedicated space in Planilog
  • Removing the Planilog logo
Glossary

Glossary

41
  • Advanced Planning & Scheduling | APS
  • Assemble To Order | ATO
  • Available To Promise | ATP
  • Bottleneck
  • Capable To Promise | CTP
  • Capacity Requirement Planning | CRP
  • Computer Aided Production Management | CAPM
  • Constraints
  • Constraints-based Optimization
  • Continuous Improvement Process | Kaizen
  • Cycle Time
  • Distribution Resource Planning | DRP
  • Engine To Order | ETO
  • Finite Capacity Scheduling | FCS
  • First In First Out | FIFO
  • GANTT
  • Heuristics
  • Just In Time | JIT
  • Last In First Out | LIFO
  • Lean Management
  • Maintenance in Operation Condition | MOC
  • Maintenance Repair & Overhaul | MRO
  • Maintenance Time Between Failure | MTBF
  • Maintenance Time To Repair | MTTR
  • Make To Order | MTO
  • Make To Stock | MTS
  • Master Production Schedule | MPS
  • Material Resource Planning II
  • Metaheuristics
  • On Time Delivery | OTD
  • On Time In Full | OTIF
  • Overall Equipment Efficiency | OEE
  • Production Leveling | Heijunka
  • Reliability Availability Maintenability | RAM
  • Sales & Operation Planning | S&OP
  • Scheduling
  • Six Sigma
  • Theory Of Constraints
  • Throughput
  • Turnaround Time | TAT
  • V Model
Planilog configuration

Planilog configuration

12
APS Engine
  • Configuring the APS Engine
Display
  • Configuring the Display
General
  • Changing the Planilog Interface language
  • Displaying the GANTT
  • Enabling “Overlap Alerts”
  • Graying weekends
  • Linking Horizons
  • Locking durations
Links
  • Allowing negative links
  • Displaying subsequent/preceding task links
Load N capa
  • Configuring LoadNCapa
Options
  • Configuring the APS Engine
Planilog connect

Planilog connect

4
Import/export and data migration
  • How do I export my Gantt schedule data?
  • How do I print my Gantt schedule?
  • How to import data into my Gantt schedule?
Integration with third-party systems
  • ERP / CAMM / CMMS / HRIS integration
Advanced features

Advanced features

35
Calendars
  • Calendars
  • Close calendars dated before APS optimization date
  • Consider prioritized locks as closure
  • Disable 24-hour calendars for resources without calendars
  • Enable capacity multipliers
  • Force rendering within resource families (0-100)
  • Prevent successive calendar application over same time period
  • Resource Capacity
Configuration
  • À quoi correspond le mode « Calcul des niveaux de lien » ?
  • Apply constraints rules
  • Constraints rules application method
  • Default task duration
  • Ignore completed tasks
  • Planning Strategy
  • Prioritization mode
  • Prioritize by start date (before processing)
  • Prioritize by target dates
  • What does the “Precision” option ?
Constraints
  • Blocking Constraints
  • Enable constraints
  • Invert time and quantity
  • Shortfall tolerance
Horizon
  • Horizon options
  • Ignore operations with priority 0
  • Process tasks not in horizon (except on locked dates)
  • Reschedule all dates to horizon start
  • Set horizon to current date
  • Start/End
  • Use scheduled dates as launch dates
  • What difference between “Automatic” and “User-Defined” Mode ?
Results
  • Generate results
Top banner and action buttons
  • Save configuration
  • See Results
  • Using the APS Launcher
  • Views
Quick start guide

Quick start guide

45
01. Introduction
  • 1.1 – Introduction
02. Gantt chart reporting structure
  • 2.1 – Introduction
  • 2.2 – Editing Headers
  • 2.3 – Creating lists and sublists
  • 2.4 – Creating a new row
  • 2.5 – Grouping/ungrouping my tree
  • 2.6 – Contextual menu
  • 2.7 – Sorting columns
  • 2.8 – Moving rows
03. Settings bar and Gantt chart display
  • 3.1 – Changing row height
  • 3.2 – Today Mode
  • 3.3 – Exclusive Mode
  • 3.4 – Overview vs Page view
  • 3.5 – Changing the name of the Gantt Chart
  • 3.6 – Adding notes to the Gantt
  • 3.7 – Using the Search Bar
  • 3.8 – Using Zoom
04. Tasks
  • 4.1 – Introduction
05. Gantt Horizon
  • 5.1 – Introduction
  • 5.2 – Moving a task
  • 5.3 – Changing the contents of a task
  • 5.4 – Using the Contextual Menu
06. Function Bar Menus
  • 6.1.1 – File – Importing Data into my Gantt
  • 6.1.2 – File – Exporting data from my Gantt schedule
  • 6.1.3 – File – Printing the Gantt data
  • 6.2.1 – Display – Using the Calendar
  • 6.2.2 – Display – Changing non-production days
  • 6.2.3 – Display – Setting the Overview Time Frame
  • 6.2.4 – Display – Using sorted searches
  • 6.2.5 – Display – Applying search criteria
  • 6.2.6 – Display – Saving favorite searches
  • 6.2.7 – Display – Sorting rows
  • 6.2.8 – Display – Changing links between tasks
  • 6.2.9 – Display – Constraints management
  • 6.4.1 – Features – Agenda
  • 6.4.2 – Features – Agenda v2
  • 6.4.3 – Features – KPI
  • 6.4.4 – Features – Tracking
  • 6.5.1 – Views – Dashboard View
  • 6.5.2 – Views – Planning view
  • 6.5.3 – Views – Ungrouped View
  • 6.5.4 – Views – Task View
  • 6.5.5 – Views – Name View
  • 6.6.1 – Load – Work Orders
07. Help
  • 7.1 Help – Accessing Quick Help
Service and security levels

Service and security levels

6
Security
  • Does Planilog store credit card numbers on its servers?
  • How does Planilog save my data?
  • How is my data access secured?
  • What happens to my data after deleting my account?
  • What is the availability rate of the Planilog service?
  • Where is my data stored?
Subscription and billing

Subscription and billing

8
Billing
  • Can I view my past invoices?
  • How can I update my credit card details?
  • I want to add new users. How will it affect my billing?
  • What payments methods do you accept?
  • When do I pay for the selected subscription plan?
Subscription
  • How can I change my subscription?
  • How do I cancel my subscription?
  • Which subscription is the best choice for me?
Video tutorials

Video tutorials

5
  • Tutorial 01 – Solution Introduction
  • Tutorial 02 – Constraints-Based Scheduling
  • Tutorial 03 – Gantt Chart Structure
  • Tutorial 04 – Operating Ranges
  • Tutorial 05 – Capacity Management

The search field is comprised of several buttons:

Comment fonctionne la Zone de Recherche 1

The search field is comprised of several buttons:

  • A: Enter search terms in this field
  • B: Search section. Several sections are available:

– Task code: This refers to the Task Name (mandatory data).

– Task ID: This is a reference for the task, automatically generated when the task is created.

Customer/Order/Products: available in the Sorting Info tab, these three fields allow you to target specific data relating to a specific task. We recommend that you fill this in or provide this info when you import your Gantt data.

  • C: Launching the search

If you get a positive response to your search, the Gantt will automatically reposition to the start of the targeted task, which will flash in red for several seconds.

In the event of multiple search returns, continue to click on the magnifying glass to scroll through all the matches.

  • D: Advanced search

Opening an advanced search window allows you to search for specific tasks that you are looking for.

– Go to: allows you to aim directly for the outlined task in the list.
– Sort: Allows you to sort for tasks with thes same description.

Comment fonctionne la Zone de Recherche 2

Dans le cas de réponses multiples, il convient de continuer à cliquer sur la loupe pour faire défiler successivement toutes les réponses positives.

  • D : recherche avancée.
    L’ouverture du masque de recherche avancée permet de rechercher le ou les tâches désirées.
  • Aller à : permet de cibler directement la tâche surlignée dans la liste
  • Filtrer : permet de filtre sur l’intitulé des tâches du même libellé.
picto-info

Advanced search functions with the four following field types: task code, customer, order and product. In the event of an error message, contact customer support at support@planilog.com

picto-warning

Searches in the “Row Code” and “Row ID” fields are not possible. Nor is there any capability in the current version to do an open text search of content in the “Description” field.

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betterdocs-category-grid-icon

Accounts and settings

164
Accounts and settings
  • Changing or resetting your Planilog password
  • Adding a new user
  • Contacting Planilog Customer Support
  • Disabling user access
Change / Reset my password
  • How changing my Planilog login?
Customizing Planilog
  • Customizing your dedicated space in Planilog
  • Removing the Planilog logo
User access settings
  • What is Planilog user?
Tous les articles
betterdocs-category-grid-icon

Advanced features

164
Calendars
  • Enable capacity multipliers
  • Calendars
  • Resource Capacity
  • Consider prioritized locks as closure
  • Disable 24-hour calendars for resources without calendars
  • Prevent successive calendar application over same time period
  • Close calendars dated before APS optimization date
  • Force rendering within resource families (0-100)
Configuration
  • Prioritize by start date (before processing)
  • À quoi correspond le mode « Calcul des niveaux de lien » ?
  • Planning Strategy
  • Prioritization mode
  • Constraints rules application method
  • Apply constraints rules
  • Default task duration
  • Prioritize by target dates
  • What does the “Precision” option ?
  • Ignore completed tasks
Constraints
  • Blocking Constraints
  • Invert time and quantity
  • Shortfall tolerance
  • Enable constraints
Horizon
  • Start/End
  • Horizon options
  • Process tasks not in horizon (except on locked dates)
  • Reschedule all dates to horizon start
  • Use scheduled dates as launch dates
  • What difference between “Automatic” and “User-Defined” Mode ?
  • Set horizon to current date
  • Ignore operations with priority 0
Results
  • Generate results
Top banner and action buttons
  • Views
  • Using the APS Launcher
  • Save configuration
  • See Results
Tous les articles
betterdocs-category-grid-icon

Glossary

41
  • Turnaround Time | TAT
  • Theory Of Constraints
  • Throughput
Tous les articles
betterdocs-category-grid-icon

Planilog configuration

164
APS Engine
  • Configuring the APS Engine
Display
  • Configuring the Display
General
  • Displaying the GANTT
  • Enabling “Overlap Alerts”
  • Graying weekends
  • Linking Horizons
  • Changing the Planilog Interface language
  • Locking durations
Links
  • Displaying subsequent/preceding task links
  • Allowing negative links
Load N capa
  • Configuring LoadNCapa
Options
  • Configuring the APS Engine
Tous les articles
betterdocs-category-grid-icon

Planilog connect

164
Import/export and data migration
  • How do I export my Gantt schedule data?
  • How to import data into my Gantt schedule?
  • How do I print my Gantt schedule?
Integration with third-party systems
  • ERP / CAMM / CMMS / HRIS integration
Tous les articles
betterdocs-category-grid-icon

Quick start guide

164
01. Introduction
  • 1.1 – Introduction
02. Gantt chart reporting structure
  • 2.1 – Introduction
  • 2.2 – Editing Headers
  • 2.3 – Creating lists and sublists
  • 2.4 – Creating a new row
  • 2.5 – Grouping/ungrouping my tree
  • 2.6 – Contextual menu
  • 2.7 – Sorting columns
  • 2.8 – Moving rows
03. Settings bar and Gantt chart display
  • 3.1 – Changing row height
  • 3.2 – Today Mode
  • 3.3 – Exclusive Mode
  • 3.4 – Overview vs Page view
  • 3.5 – Changing the name of the Gantt Chart
  • 3.6 – Adding notes to the Gantt
  • 3.7 – Using the Search Bar
  • 3.8 – Using Zoom
04. Tasks
  • 4.1 – Introduction
05. Gantt Horizon
  • 5.3 – Changing the contents of a task
  • 5.4 – Using the Contextual Menu
  • 5.1 – Introduction
  • 5.2 – Moving a task
06. Function Bar Menus
  • 6.5.3 – Views – Ungrouped View
  • 6.5.4 – Views – Task View
  • 6.5.5 – Views – Name View
  • 6.6.1 – Load – Work Orders
  • 6.1.1 – File – Importing Data into my Gantt
  • 6.5.2 – Views – Planning view
  • 6.1.2 – File – Exporting data from my Gantt schedule
  • 6.2.5 – Display – Applying search criteria
  • 6.1.3 – File – Printing the Gantt data
  • 6.2.1 – Display – Using the Calendar
  • 6.2.2 – Display – Changing non-production days
  • 6.2.3 – Display – Setting the Overview Time Frame
  • 6.2.4 – Display – Using sorted searches
  • 6.2.6 – Display – Saving favorite searches
  • 6.2.7 – Display – Sorting rows
  • 6.2.8 – Display – Changing links between tasks
  • 6.2.9 – Display – Constraints management
  • 6.4.1 – Features – Agenda
  • 6.4.2 – Features – Agenda v2
  • 6.4.3 – Features – KPI
  • 6.4.4 – Features – Tracking
  • 6.5.1 – Views – Dashboard View
07. Help
  • 7.1 Help – Accessing Quick Help
Tous les articles
betterdocs-category-grid-icon

Service and security levels

164
Security
  • What is the availability rate of the Planilog service?
  • How is my data access secured?
  • Does Planilog store credit card numbers on its servers?
  • How does Planilog save my data?
  • What happens to my data after deleting my account?
  • Where is my data stored?
Tous les articles
betterdocs-category-grid-icon

Subscription and billing

164
Billing
  • What payments methods do you accept?
  • When do I pay for the selected subscription plan?
  • How can I update my credit card details?
  • I want to add new users. How will it affect my billing?
  • Can I view my past invoices?
Subscription
  • Which subscription is the best choice for me?
  • How can I change my subscription?
  • How do I cancel my subscription?
Tous les articles
betterdocs-category-grid-icon

Video tutorials

5
  • Tutorial 04 – Operating Ranges
  • Tutorial 03 – Gantt Chart Structure
  • Tutorial 05 – Capacity Management
Tous les articles
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