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Tab: Standard
Advanced functions » General settings » Tab: Standard
Standard settings for Orders Default values and settings for orders If checked, this will set the precondition flag when creating new orders. The default priority or new orders. The default customer for new…
General settings
Master data » Resources » Resource tree » General settings
General setup Efficiency Set the efficiency for this resource. A resource working with another efficiency as the standard resource. E. g. an older machine can produce only 80% per hour of what a newer machine can. In that case, set the efficiency to 0.8. If the…
General settings
Advanced functions » General settings
This document explains the different settings available in the ROB-EX planner client menu: Functions->Settings->General. Help is available on the following topics Standard File Gantt chart Graphs & windows Shopfloor Multiuser Express order Resource…
Standard Excel Import
Import and export » CSV integration » Standard Excel Import
This package comes with a ready-to-use Excel file for easy import of order data into ROB-EX. The package has the following features: A ready to use Excel sheet with build in flexibility regarding columns, naming and formatting. Copy and paste of orders directly…
Tab: Documents
Advanced functions » General settings » Tab: Documents
Show document icon on operations in the gantt chart with attached documents. If checked an icon will also be shown for inherited documents (e.g. an operation may inherit a document belonging to the resource it is assigned to). If not selected…
Tab: File
Advanced functions » General settings » Tab: File
The size of the recent file history shown at the bottom of the “File” menu. If selected the current plan is automatically saved with specified interval in minutes If ROB-EX at startup should load the same file that…
Tab: Multiuser
Advanced functions » General settings » Tab: Multiuser
This tab controls the Multiuser login information enabling a ROB-EX client to connect to a ROB-EX Multiuser Server. The tab also controls setup, execution and information about archiving. The Archive area in this tab is only enabled for users logged in to the…
Tab: Progress
Advanced functions » General settings » Tab: Progress
Progress settings concerns functionality in ROB-EX concerning the progress in hours, quantity or % on a started operation. The concepts are: Completely turn off use of progress information in ROB-EX (both presentation and import/export) …
Tab: Materials
Advanced functions » General settings » Tab: Materials
Note that this tab is only available with license to the BOM module. If “No graphics” is selected then material graphs will show values but without bar graphics. If enabling graphics specify the height in pixels for each material graph…
Tab: Integration
Advanced functions » General settings » Tab: Integration
This tab affects the behaviour concerning integration to ERP systems using any of the modules: XML integration During import of operations ROB-EX will automatically create a template operation for each new operation name imported. If this option is…
Tab: ID generator
Advanced functions » General settings » Tab: ID generator
An ID is the unique identifier assigned to all objects in ROB-EX (resources, project, production order etc.). Settings here decides the next free id to use. It also decides the format used for ID’s. !Warning: this tab is only meant for expert users only, since…
Tab: Gantt chart
Advanced functions » General settings » Tab: Gantt chart
Four (4) different levels of time-detail is available in the ROB-EX chart: quarter-hour, hour, week and month. These settings decides what time-detail level should be selected depending on the number of days shown in the gantt chart. In the above used…
Tab: Shop Floor
Advanced functions » General settings » Tab: Shop Floor
Also visit the general introduction to ROB-EX Shopfloor. If the Shopfloor web-server should be automatically started when the ROB-EX client is started. The web-server must be running before any user can log into the Shopfloor pages. However setting up…
Tab: Express order
Advanced functions » General settings » Tab: Express order
Also see general overview of Express orders. Snap means adjusting the operation start or end time to nearest “rounded” hour/minute value after the user has dragged the approximate duration of the express order using the mouse. If as an…
Tab: Resource filter
Advanced functions » General settings » Tab: Resource filter
From this tab it is possible to control what resources will be available in the pick list of possible resource shown when manually changing an operation from one resource to another. Enable or disable sorting rules. A sorting rule will color resources…
The Times tab
Master data » Master routes » Operation list » Editing operation details » The Times tab
Field Explanation Quantity factor Adjust the number of pieces on the specific operation. Example: An order produces 100 tables. The current operation produces table legs. For every table on the production order, this operation produces 4…
The Advanced tab
Master data » Master routes » Operation list » Editing operation details » The Advanced tab
The advanced tab allows control of less commonly used advanced options. Calendar settings Respect resource calendar If “Yes” is selected (the default) the duration of the operation will be calculated with respect to open and closed periods. If…
The Progress tab
Master data » Master routes » Operation list » Editing operation details » The Progress tab
The progress function can get its information (partial completions) by Manually entering the information in this window. A typical way to get to the tab, is by double clicking an operation in the Gantt chart. The window Edit operation is opened. For Started…
The Materials tab
Master data » Master routes » Operation list » Editing operation details » The Materials tab
Use this tab to add, edit or remove BOM-lines assigned to the current operation. If you edit BOM-lines for an operation assigned to a master route, then those BOM-lines will be copied automatically to any order created from that master route. If you edit BOM-lines…
The Dependencies tab
Master data » Master routes » Operation list » Editing operation details » The Dependencies tab
Anchorpoints for constraint arcs between two or more operations may be edited from the Dependencies tab. Also see how to use the graphical constraint editor
The Batch tab
Master data » Master routes » Operation list » Editing operation details » The Batch tab
Please see the description of the Batch module
The Manpower tab
Master data » Master routes » Operation list » Editing operation details » The Manpower tab
Please refer to chapter Optional modules – Manpower for a description of the Manpower tab.
Tab: Graphs & windows
Advanced functions » General settings » Tab: Graphs & windows
The max height in pixels of the bottom area of the gantt chart showing graphs for workload, man-power and material. Note that this is the max height, since ROB-EX will only use up the space necessary to show currently viewed graphs. …
Tab: Project and Economy
Advanced functions » General settings » Tab: Project and Economy
This module is only available with license to Project and Economy. If resource calendar is used, the turnover is distributed across the hours available. The turnover will be zero on non working days. If this setting is disabled the turnover will be…
The Sub-operation tab
Master data » Master routes » Operation list » Editing operation details » The Sub-operation tab
Use this tab to adjust settings when an operation is of type Sub-operation. Please see page on Sub-operations.
The Attached Documents tab
Master data » Master routes » Operation list » Editing operation details » The Attached Documents tab
External documents, such as Word documents, spreadsheets, drawing, links to homepages etc. can be attached to operations in ROB-EX. Select “External documents” in the shortcut menu (Right click on an operation). A list of documents attached to the operation…
BOM scheduling settings
Scheduling » BOM scheduling settings
Important: The parameter “Use in planning” (found on the master material) must be enabled in order to include a material in the BOM scheduling! Notice that, if “Procurement leadtime” is defined on the master material, it will be considered, if…
Campaign scheduling settings
Scheduling » Campaign scheduling settings
Below is a picture and description of the scheduling settings that apply to campaigns. Allow reassign to different campaign Checking this will allow the scheduler to reassign operations, that already are assigned to a campaign, to other campaigns if it can find a…
Global client settings
Product configuration » Global client settings
A ROB-EX Scheduler Client or Viewer has a global configuration file called custom\GanttSetup.properties. The file contains various settings concerning the behavior and appearance of ROB-EX. Configurations made in this file, by an Admin, will affect all clients starting…
Creating a general calendar
Master data » Shift calendars » Creating a general calendar
A general calendar is created in the following way: Select menu Edit->Calendar to open the window “Edit resource calendar”. Select the tab “General calendar” Click the New button to the right of the list “General calendar”.…
Scheduling Settings on Resources
Scheduling » Scheduling Settings on Resources
The resource scheduling settings can be reached by editing a resource. Also refer to that page for general information about resources. When editing resources, there is a tab called Scheduling where several settings describe how operations should be scheduled on the…
Functions menu
The user interface » Gantt chart » Menu » Functions menu
The menu Functions contains the following options: General Settings Scheduling Strategy XML Plugin Database Plugin Textfile Plugin Manpower User management Macro->Edit Script console Settings – Scheduling strategy Select a scheduling…
REST Server
Import and export » REST Server
Page Content Introduction Requirements Starting the REST server Test connection FAQ / Troubleshooting Introduction When enabled, the REST Server, provides the user with a REST Based Client API (a set of web-services). This allows for custom integration…
Product configuration
Product configuration
Welcome to the documentation for users/consultants performing additional configuration or development on ROB-EX clients. The documentation includes chapters on Installation FAQ (Frequently Asked Questions) Changing global parameters affecting GUI and business logic…
Scheduling
Scheduling
Scheduling orders : How to schedule or reschedule orders in ROB-EX. Scheduling strategy window: Strategies and setting available when planning in ROB-EX. Setting a default scheduling strategy : How to set the default scheduling strategy used for new…
Archiving
Options » Multiuser » Archiving
The archive functions in ROB-EX is used to remove data from ROB-EX Scheduler Client no longer needed for the planning process, but still retain the data in the ROB-EX Scheduler database. This is typically old data which cannot be deleted for different reasons. As an…
SplitOperationsByStorageSpace
Macro » SplitOperationsByStorageSpace
Split or move producing operations to suitable warehouse resources – where there are enough space. If a warehouse is found with enough space for the entire operation it is moved to the resource assigned to that warehouse. Otherwise the operation is splitted and…
Resources
Master data » Resources
Resources and resource groups may be edited by selecting menu Edit->Resources. Resources can be shown as: Normal resources (machines, employees, tools, etc.) Resource groups Resource categories (used when organizing resources and resource groups into logical…
View menu
The user interface » Gantt chart » Menu » View menu
Click on… if you want to… Order name View order name together with the orders The order name is viewed above the order in the Gantt window. The order name is shown as a text above each operation in the Gantt plan. The…
Visma Business SOA integration for ROB-EX
Import and export » Visma Business SOA integration for ROB-EX
Page Content Introduction Installation Requirements Installing the Service Setting up the connection and some other mandatory parameters Synchronize Advanced configuration The “General” tab The “Macro”…
Attached documents
Master data » Attached documents
External documents, such as Word documents, spreadsheets, drawings, links to homepages etc. can be attached to e.g. operations or orders in ROB-EX. The “Documents” dialog (go to “Edit -> Documents”) shows a list of all the documents which are…
Interface History Manager
Import and export » Interface History Manager
The interface history manager is used on integration clients to inform other ROB-EX Scheduler clients about the current status of the interface between ROB-EX and an external ERP system. In combination with the integration status bar, other clients will be able to…
Resource tree
Master data » Resources » Resource tree
Settings on a resource are changed by first selecting the resource in the left side tree and following changing the setting in the right side part of the tab-pane. The following fields are general Field Explanation Color Edit the color…
Manpower graphs
Production orders » Manpower graphs
Manpower graphs shows the actual requirement for manpower pr. hour, day or week. For each operation the manpower requirement is entered. The total manpower requirement is shown in the graph in the button of the window. Use the resource button to the left in the…
XML minimal example
Import and export » XML » XML minimal example
This is the “Hello world” example for ROB-EX XML import, showing the minimum required information that must be supplied in order to import 2 resources and 1 production order with 2 operations into ROB-EX. Essentials of the XML document structure is…
Macro
Macro
General overview List of available macro command lines General overview The Macro list window (“Functions->Macro->Edit”) enables you to create macros to automate frequently performed tasks. A macro has a name and an associated icon that can be made…
Multiuser menu
The user interface » Gantt chart » Menu » Multiuser menu
Click on… if you want to… Log in Open a connection to the Multiuser server. Note that if you have been working in an off-line plan any changes must be saved to a file first. Before logging in parameters must be configured in the…
Campaign management
Master data » Materials and BOM » Campaign management
A campaign can be used in discontinuous process and batch industry. A campaign is a grouping of productions orders producing similar products. The reasons for producing in campaigns can be many including reduction of cost (less setup and switchover time) and for some…
Express orders
Production orders » Express orders
This function enables your to create an order with one operation directly in the Gantt chart. You start out by dragging a rectable in the Gantt chart rigit on the resource the order should book. The width of the rectable indicate start- and end time of the order. This…
Command line options
Getting Started » Starting up the client » Command line options
Different options can be passed to the ROB-EX Gantt.exe file to further control the different features of the product. By specifying -help or /? on the command line the different possible options will be displayed. The options are passed to the .exe file by right…
Sub-operations
Master data » Master routes » Operation list » Sub-operations
Table of contents Introduction Using sub-operations Creating sub-operations Editing sub-operations Adding sub-operations to normal operations Scheduling with sub-operations Introduction A sub-operation is a special type of operation that can be…
Adding and deleting
Master data » Resources » Resource tree » Adding and deleting
If you want to… You must add a resource right click on the headline Resources in the Resource tree and select Add resource. Fill out the fields “Color” and “Name” and other right side resource settings. Please…
File menu
The user interface » Gantt chart » Menu » File menu
Click on… if you want to… New The current plan is cleared completely. It is possible to keep master data. Save the former plan with the functions Save or Save as before “New” is selected in order not to lose…
Master materials
Master data » Materials and BOM » Master materials
The Edit->Materials windows lists in table format all master materials known to the system. The standard search functionality provides the flexibility to search and filter in many different ways. Each row in the table represents a material and each column a property…
Creating a calendar specific calendar
Master data » Shift calendars » Creating a calendar specific calendar
The calendar specific calendar is used to specify periods in time that deviate from the ordinary holiday and week calendars. E.g. meetings that only occur occasionally. The calendar specific calendar can only contribute to one main (general) calendar. In the window…
Material graphs
Master data » Materials and BOM » Material graphs
The material graphs visualize the projected stock levels, i.e. the result of all the different stock transactions: Counting Purchase Shipment BOM-line One or more material graphs can be added and each graph can be configured individually. You may choose to…
Scheduling
Master data » Resources » Resource tree » Scheduling
Scheduling The scheduling tab contains settings relevant when scheduling orders in ROB-EX. For more information see Scheduling settings on resources.
CallSQL
Macro » CallSQL
This macro will execute a single SQL call to a database – the result of the SQL call can be saved into a CSV file for further processing by other macros for example CSV Order Import or ProgressImport Example parameter configuration The configuration shown…
Creating a week calendar
Master data » Shift calendars » Creating a week calendar
The week calendar is used to state periods of time that occur daily or weekly. E.g. the working hours of the individual shifts. The week calendar can just as the holiday calendar be shared between many different general calendars. In the window “Edit resource…
Integration client
Advanced functions » Integration client
The ROB-EX Scheduler client can as needed be installed to run as a Windows service. This is typically useful when a ROB-EX Scheduler client needs to run unattended batch jobs like interfacing to external ERP systems, running the Shop Floor server, automatic generation…
Scheduling strategy
Scheduling » Scheduling strategy
Scheduling Strategy Window Unless a default scheduling strategy has been set, the Scheduling strategy window is shown each time orders are scheduled: The settings in this window define how the selected orders and operations are scheduled. Orders being scheduled …
Creating a holiday calendar
Master data » Shift calendars » Creating a holiday calendar
In a holiday calendar vacation periods will be created. A holiday calendar is created in the following way: In the window “Edit resource calendar” select tab “General calendar”. In the middle of the window select tab “Holiday…
Editing operation details
Master data » Master routes » Operation list » Editing operation details
You may edit an operation by: double clicking on an operation in the route list (in e.g. the the Edit->Route window or from the Order list). double clicking on an operation in the Gantt chart selecting Edit operation in the right-click short cut menu The…
GanttSetup.properties file
Product configuration » Global client settings » GanttSetup.properties file
# ROB-EX property file # Copyright (c) 2011 NOVOTEK PLANNING SYSTEMS Misc # Location of Gantt log file. If not specified it will be placed in # users documents and settings area # logfile.location=C\:\\temp\\robexlog # Dateformat used for loading/saving of…
Automation interface
Macro » Automation interface
The automation interface in ROB-EX allows external programs to execute predefined macros. As an example you can use the automation interface to trigger the database integration that exchange information with an external ERP system. The ROB-EX Automation interface is…
Resource views
The user interface » Gantt chart » Resource views
Creating and editing views Views define what resources are currently visible in the Gantt chart and in what sequences they are shown. Users may create their own views. In ROB-EX you will find 4 built in views: Standard (CTRL + 1) The standard view shows all…
ServerConnection
Macro » ServerConnection
This macro support automatic login and logout from a Multiuser server. Which action to take is decided by the parameter serverAction. If serverAction is set to “login” and the macro runs when the ROB-EX client is already connected to a Multiuser Server,…
Controlled overlap
Master data » Master routes » Operation list » Editing operation details » The Times tab » Controlled overlap
The function controlled overlap supports different kinds of overlap (send-ahead) between two operations. The function is available when double-clicking on an operation in the Gantt chart and the window Edit operation will show up, on the Times tab the settings for…
CSV 1 integration
Import and export » CSV integration » CSV 1 integration
This chapter describes the setup and use of the module CSV 1 integration for ROB-EX Scheduler. Using this module text files with data delimited by comma, semi colon etc. containing order and routing information can be imported into ROB-EX. The following are examples…
Adding and removing table columns
The user interface » Adding and removing table columns
Most tables in ROB-EX will allow a user to individually add or remove columns according to the user’s own preferences. In this section, we will show how to add table columns, remove table columns and specify the field name. Add table columns 1. In order to add…
Templates
Advanced functions » Templates
With this dialog you can perform maintenance of your templates. There are 3 kinds of templates Macros (automation of often performed tasks) Table properties (e.g. what table columns to show) and View layouts (what text to show about Gantt bars). Templates in use…
DBSynchronization
Macro » DBSynchronization
This will perform a DB synchronization. The synchronization is always performed in the following order: Export from ROB-EX Import to ROB-EX Export from ROB-EX *Note: This function is only available with SQL integration module. Example parameter…
The graph area
The user interface » Gantt chart » The graph area
The graph area shows different kinds of graphs, such as Workload graph Manpower graph (refer to chapter Optional modules->Manpower) Material graph (refer to chapter Optional modules->BOM) If more graphs are selected to be shown at the same time, a scroll bar is…
Operation efficiency
Master data » Master routes » Operation list » Editing operation details » The Times tab » Operation efficiency
With the operation level efficiency field, it is possible to allocate more or less workload per operation in the open periods of the resource calendars. This is useful if you as an example schedule for a labor group, where you need more or less than a single person to…
Tool bar
The user interface » Gantt chart » Tool bar
Click on… if you want to… New Create a new plan. The present plan is cleared for orders but the selected resources are preserved. It is advisable to save the former plan with the functions Save or Save as…
Constraint editor
Master data » Master routes » Operation list » Constraint editor
Constraint editor When adding or removing operations to a route the operations will be added with a default constraint from the previous operation end to the new operation start. The constraint editor allows further editing of the network: remove existing…
ProjectDBSync
Macro » ProjectDBSync
This will perform a project DB synchronization. This macro element has no user parameters. Note: This function is only avaible with SQL XAL Project integration module. Example parameter configuration To setup the DB connection and other general DB settings, go…
Gantt chart
The user interface » Gantt chart
The Gantt chart in ROB-EX Scheduler combines the graphical Gantt chart overview with tools making it easy to change and simulate operations and production orders. This is an overview of topics covered in this first section: The Gantt chart Frequently used…
Creating resources
Getting Started » Solving my first scheduling problem » Creating resources
Start out creating all the resources you are going to plan for. In the menu select “Edit/Resource”. The following dialog Edit resource will be shown. Right click on the headline Resources in the top right corner of the resource list and select…
Server installation
Options » Multiuser » Server installation
Installation and Administration guide Table of contents Preparation Installation of ROB-EX Multiuser Server Updating an existing ROB-EX Multiuser Server Starting up ROB-EX Multiuser Server and Clients Stopping ROB-EX Multiuser Server 64-bit NT Service Connect…
Detail panel
The user interface » Gantt chart » Detail panel
Mark an operation in the Gantt chart and see detailed information about the selected operation, order, and project The panel is activated/deactivated in the menu View. Operation Production order Project (Only with ROB-EX Project) Manpower (Only with ROB-EX…
Categories
Master data » Materials and BOM » Categories
Categories can be used for subdividing or grouping materials. I.e. if you have materials of different variants or materials that can be in different states. As an example a material named “Screws” has a category named “Type”, in order to be…
Time Tracker
Options » Time Tracker
ROB-EX Time Tracker is an App optimized for mobile devices allowing named operators to check in and check out at the operation level. When doing a check-out or partial completion, the client automatically suggests logging past hours since the previous check-in. In…
Direct SQL Integration
Import and export » Direct SQL Integration
The principle behind this integration is that on a push of a button in the ROB-EX client, SQL calls are executed on the ROB-EX client towards the database of the ERP system. The SQL itself can be modified from application to application, but ready made templates are…
Batch
Options » Batch
The ROB-EX Batch module contains powerful features with high relevance for, as an example, the Food and Beverage industry, Chemical processing and Health and Pharmaceutical. In a few words this module contains features that can: create multilevel batch orders based…
Going from Proficy Scheduler to ROB-EX
Getting Started » Installing the client » Going from Proficy Scheduler to ROB-EX
This page is a guide on how to upgrade from an existing Proficy Scheduler installation to ROB-EX. The installation assumes you are upgrading to ROB-EX 6.4 or later. Typically the existing installation will be Proficy Scheduler v5.2. It is worth noting, that Proficy…
Importing master routes/BOM from Excel
Master data » Master routes » Importing master routes/BOM from Excel
ROB-EX has an option for importing and exporting master routes and master BOM’s from Excel. This is provided as scripts/macros you install to your \custom folder, and execute from macros. From ROB-EX v6.4, the scripts are included as part of the client installation…
Project View
Projects » Project View
Project view Show one or more projects in the project view. Switch between Project view and Gantt view. The project tree shows the contents of the selected project i.e. project milestones, production orders and subprojects. The nodes…
Production targeted HTML reports
Reporting and KPI » Production targeted HTML reports
ROB-EX Scheduler HTML reports support the generation of a number of different reports. The reports are 100% HTML-based, so you can save the reports on a file server or intranet, where readers can easily access them using a web browser. This chapter…
GenerateReport
Macro » GenerateReport
This macro can silently (option) generate both HTML reports (i.e. menu File->Print HTML) as well as prints of the current resource or project gantt view (i.e. menu File->Print). Example parameters for printing HTML report Example parameters for printing…
Shift calendars
Master data » Shift calendars
For a quick hands-on intro the Create simple shift calendar in the “Getting started” section is recommended reading. This chapter contains the following: Introduction Examples of contributions from sub-calendars Creating a general…
SQL integration
Import and export » SQL integration
This chapter describes the integration between an ERP system and ROB-EX using an integration database. Data are exchanged between ROB-EX and the ERP system through a neutral integration database named ‘GanttERP2’. Data possible to transfer with the…
Dashboard Quick Guide
Reporting and KPI » Dashboard App » Dashboard Quick Guide
This is a quick guide to the user interface of the App. The home screen From this screen, you can jump to different KPI areas. Orders – e.g. Scheduled Order delivery performance Projects – e.g. Scheduled Project delivery performance. Operations…
Guide to scripting
Product configuration » Developing using the API » Guide to scripting
The following will explain the power of ROB-EX Scripting by showing how a simple script is created and executed. Overview The Scripting option allows the full ROB-EX API to be called and manipulated through the Groovy Scripting language. The Groovy language is a…
Automated scheduling
Scheduling » Scheduling strategy » Automated scheduling
Automatic scheduling of production orders and operations can be initiated from the following sources As a default rule executed when a user manually create and plans a new production order Running macros like SortAndSchedule, Schedule and CreateProductionOrder. As…
AdjustOrderQuantityToInventory
Macro » AdjustOrderQuantityToInventory
Adjust operation or order quantity based on the stock level for the material consumed by the selected operation. If there’s a positive stock level after the operation end time and a specified horizon ahead. Adjust the qty up so all material is consumed and thus…
Dashboard System configuration
Reporting and KPI » Dashboard App » Dashboard System configuration
This is a quick guide for the ROB-EX system administrator, explaining how to configure the web-server side of the ROB-EX Dashboard App. If not already running, configure ROB-EX Integration client to run as a service. Make sure the integration client starts up…
Key Performance Indicators
Scheduling » Key Performance Indicators
The “Key Performance Indicator” (KPI) gives some statistics or key figures on the selected orders, projects or operations. It can be used to compare different planning scenarios in order to achieve the most optimal plan. Among others it shows the quantity…
Searching, sorting and filtering using the Order list
Production orders » Order list window » Searching, sorting and filtering using the Order list
The Order list contains many features for searching, sorting and filtering out production orders. Configuring displayed columns Make sure you have added all the important columns you need to the order list. The table is 100% configurable when it comes to adding and…
Multiuser
Options » Multiuser
ROB-EX Multiuser enables multiple users to work in the same plan at the same time, i.e. a change made on Client1 is immediately available and visible on Client2. Each user is assigned a login, a role and the permission to connect to one or more sites. The role of a…