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  • 05. Gantt Horizon
  • 5.4 – Using the Contextual Menu
05. Gantt Horizon

5.4 – Using the Contextual Menu

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

A contextual menu is also available for each task, by left-clicking on the task with the mouse.

  • Modify :

Opens the task. A simple double-click on the task will do the same thing.

  • Copy:

A useful method for reproducing the task exactly. As in Word, simply Copy your task, then Paste it (the Paste option displays when you have copied data into the clipboard) onto another resource (row) in your Gantt. Unlike in many programs, CTRL+C and CTRL+V have no effect here.

  • Lock date :

Generally used with the APS, locking a task’s date in simple planning mode has no effect other than to indicate a higher priority status for the task (visible in the “Advanced” tab).

  • Split:

Splitting the task allows you to divide the initial duration of the task into smaller pieces. For example: Let’s say you need to divide Task 1, which is 10 hours in duration and scheduled on March 12, into two tasks, one on March 14, the other on March 20.
Left-click on the task and choose “Split” from the contextual menu to pull up a configuration panel.
To obtain the division you need, click on the blue “+” button, then select a start date (March 14) and end date (March 15). The end date must be at least one day later in order to display the task.
The duration to be divided, based on the original 10 hours, should be entered in the Time2 column.
You can do this for as many sub-tasks as you wish, provided you don’t exceed the original 10-hour duration.
When you are done, click on “Done” to complete the action and see the two sub-tasks in your schedule. Task 1 is no longer visible.

The new tasks use the space of an entire day on your Gantt but they retain the desired divisions of duration.

Qu’est-ce que le Menu Contextuel 1
Qu’est-ce que le Menu Contextuel 2
picto-warning

For this feature to work, you must not exceed the initial duration of the task.

  • Delete :

Deletes the selected task (the delete key on your keyboard has no effect).

  • Subsequent Link :

This function allows you to assign an order for the processing of and priority among tasks.

In order to create this link, you will first need to have created the Subsequent Link from the previous task. That task is in blue, to indicate it is waiting for a second anchoring point.

Right-click on the preceding task, and select Preceding link from the contextual menu that pops up. This will create the link from the preceding task to the current task.

It is evidently possible to create this link across different resources (different row levels). You can also create more than one preceding link towards the same subsequent task.

Qu’est-ce_que_le_Menu_Contextuel_3
picto-info

Negative links (with reversed sense of priority) are possible within Planilog. To display such links, you must go into the “Views” menu (see “Function Bar Menus” section below). These links will appear in red.

  • Preceding link duration :

It is also possible, when selecting a preceding task, to choose the contextual menu item “Preceding link duration.” Unlike the previous option, this one sets a minimum period of time between the two tasks. This would allow, for instance, the schedule to comply with a cooling or drying time for the part before it proceeds to the next step in the production chain.

  • Display links :

Depending on how you’ve configured display settings in the Views menu in the Function Bar, it is possible to hide links to simplify your Gantt for legibility. By selecting Display links from the context menu while right-clicking on a given task, you can temporarily display the link(s) connected to the selected task (until the next screen refresh).

picto-info

Displaying links only works if the selected task has linked tasks. If you’re not certain, opt for “Display Links” in the “Views” menu (see “Function Bar Menus” section below) which will reveal all existing links in your time frame.

  • End :

Ending a task has a number of consequences for your planning. In particular, it informs the system that the task is no longer active for(APS) purposes, and thus can no longer be sequenced optimally.
Visually, placing the task in Ended mode greys out the task. If you wish to “un-end” the task, click on the Advanced tab and modify its Status.

  • Alert :

Performs the same action described in the Priority field above in the Advanced Tab. You can apply a dotted-line alert around your task. To remove, simply unselect from the contextual menu.

  • Start/Stop/See tracking :

The tracking feature allows for the time-stamping of a task in order to measure the exact time when the task completes. Each task can be tracked individually, or you can view a tracking synthesis in the Tracking module.

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5.1 – Introduction
Still stuck? How can we help?

How can we help?

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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
  • Enable constraints
  • Blocking Constraints
  • Invert time and quantity
  • Shortfall tolerance
Horizon
  • 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
  • Start/End
  • Horizon options
  • Process tasks not in horizon (except on locked dates)
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
  • 6.4.1 – Features – Agenda
  • 6.4.2 – Features – Agenda v2
  • 6.4.3 – Features – KPI
  • 6.4.4 – Features – Tracking
  • 6.5.1 – Views – Dashboard View
  • 6.1.1 – 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
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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