Using the Job Workbench

When you initially launch the Job Workbench, jobs are displayed that fit the filtering criteria set in the Startup filter. You can:

Restore Customized View

The workbench automatically restores the last-worked customized view at startup. When you create a preferred view through pane sizing, time bucket selection, and row height adjustment - that view displays in the next launch of the workbench. This eliminates readjusting the view each time the workbench is opened.

Menus and Toolbar

The Job Workbench toolbar provides the following choices:

The workbench menus provide the following choices:

Tool Tip Windows

Tool tip windows provide an ease of use mechanism for displaying start and end date information about jobs. They are displayed by rolling your cursor over the appropriate bar on the Gantt chart. For more detailed information, you can access the Properties windows.

arrow icon   Job Tool Tip:

The Job tool tip window displays the following information: Job name, Job Description, Progress percentage of completed operations, Assembly Description, Requested Start Date, Start date, Requested Due Date, End date, Customer, and Sales Order.

arrow icon   Job Operation Tool Tip:

The Job Operation tool tip window displays the following information: Operation number, operation Sequence, Operation Description, Scheduled Quantity, Scrap, Completed Quantity, Progress percentage of completed operations, Start date, and End date. Also displayed are the quantities in Queue, Run, To Move, and Reject.

arrow icon   Job Resource Tool Tip:

The Job Resource tool tip window displays the following information: Resource name, resource Sequence, Resource Description, Replacement Group, Start date, and End date.

arrow icon   Bar Inspector Tool Tip:

The Bar Inspector tool tip window provides scheduling accuracy by displaying start date and end date information during a drag and drop action. This tool tip is available for job, operation, and resource bars on the Job Workbench.

Properties Windows

Information for each job, operation, and resource on the Job Workbench is displayed in Properties windows. These windows contain information about dates, quantities, descriptions of the scheduling data, and sales order and customer information.

arrow icon   To view a property window:

  1. Right-click on a job, operation, or resource in the tree hierarchy or Gantt Chart pane. A drop-down menu appears.

  2. Choose Properties. The property window for the respective job, operation, or resource appears.

  3. Choose OK to close the window.

    Job Properties Window

    Job information is on three tabbed areas: General, Sales Order Lines, and Components. The data on the General tab originates from the Discrete Jobs window when you create the job, or derives through job transactions such as status and revision changes. This includes job and assembly number, description, dates, and quantity data. The progress bar displays a value that is calculated by the percent completed of all operations based on the time of each operation.

    The Sales Order Lines tab displays information about all sales order lines linked to this job. This includes customer, status, and due date information.

    The Components tab displays the component detail information for each operation sequence. This includes item master details, bill of material requirements, and quantity information derived through job transactions. You can update this view to display current transactions by choosing Refresh.

    See: Defining Discrete Jobs Manually

arrow icon   Job Resource Properties Window:

The Resource Properties window consists of two tabbed areas. The information on the Resource Properties window displays resources assigned to a particular job operation. The data on the General tab originates from the Resource Requirements window when you assign a resource to an operation. The Instances tab displays the resource name, the type of instance, the instance names, and the number of assigned instances.

See: Adding and Updating Resource Requirements

arrow icon   Assigning Resource Instances:

You can assign resource instances to a job on the Job Workbench. Resource instances are defined on the Resource Instance window, and viewable in the Properties windows.

  1. Select a resource on the tree or Gantt chart, and right-click with your cursor to display the popup menu.

  2. Choose Assign to Instance to display the Assign Instance window.

  3. Select the instances you want to assign to this resource.

  4. Choose OK to save your work.

Firming Jobs or Schedules

You can firm plan jobs or schedules on the Job Workbench. Firming a job prevents Planning from suggesting rescheduling and replanning recommendations when changes to supply or demand occur. If replanning is required, the planning process creates new jobs or schedules to cover the new demand. This value is derived from the specific window where you create a job or schedule.

arrow icon   To firm a job or schedule on the Job Workbench:

  1. Select a job from the tree or Gantt chart, and right-click on the record to display the popup menu.

  2. Enable the Firm check box.

  3. Save your work.