When you initially launch the Resource workbench, it displays resources set in the Preference window. The selected resources and corresponding departments display in the tree hierarchy, and the current scheduling information is viewed on the Gantt chart. If settings are not defined in the Preference window, you must define your view to display records for the current session.

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 workbench toolbar provides the following choices:

• Save: Saves latest changes to the database

• Revert: Restores last database change and view

• Refresh: Repaints the workbench view with changes from other simultaneous users

• Automatic/Manual Scheduling: Invokes manual or automatic job scheduling mode

• Show/Hide Resource Load: Displays the Select Resources, and Resource Load Versus Capacity panes

• Refresh Resource Load: Refreshes Resource Load Versus Capacity pane with latest changes

The workbench menus provide the following choices:

• File

  • Print: Enables Gantt charts printing. See: Printing Your Gantt Chart

• View

  • Resource Load: Enables or hides the Select Resource, and Resource Load Versus Capacity panes.

• Schedule

  • Manual/Automatic: Invokes manual or automatic job scheduling mode

  • Adjust Resource Capacity: Accesses the Capacity Changes window, see: Adjusting Resource Capacity

• Tools

  • WIP Parameters: Accesses the Work in Process Parameters window, see: WIP Parameters

  • Create/Modify Work Orders: Accesses Discrete Jobs window to create or modify jobs, see: Defining Discrete Jobs Manually

  • View Item Supply/Demand: Accessing the Supply/Demand Detail window to display demand information, see: Viewing Item Supply/Demand Information

Tool Tip Windows

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

   Resource Tool Tip:

The Resource tool tip window displays the following data: job name and description, operation, operation code, resource sequence, department, assembly name and description, quantity information, start date, and end date information.

   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 instance bars on the Resource Workbench.

Resource Properties Windows

Information for each job and resource is displayed in Properties windows. These windows contain information about dates, quantities, assembly descriptions, sales orders, and customers. See: Properties Windows

   Resource Properties Windows:

The Resource Properties window displays information about a specific resource assigned to a particular department. You access this window by right-clicking on a specific resource in the tree. This window displays department, and resource name, type, serial number. It also displays resource factors such as utilization, availability, instance, and batch information.

   Resource Properties for Job Operation Window:

The Resource Properties window for the job operation is accessed by right-clicking on a job on the Gantt chart. It has four tabbed regions - General, Operation Quantities, Components, and Sales Order Lines. This window displays the same information as the Job Properties and Operation Properties windows on the Job Workbench, see: Properties Windows

View Job Information Pane

You can view an entire job and all its operations and resources by accessing the View Job Information pane

   To display the Job Information pane:

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

2. Choose View Job Information.

   This pane displays the job name, assembly number, and all operations and resources for the selected job.

3. To view resource information, select an operation bar and right click to display the popup menu

4. Choose Properties, and select the Resources tabbed region in the Resource Properties for Job Operation window:

   The Resources region lists all resources used for this operation.

5. Choose the Close box to close this pane.