|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 data.
|Open..||Load an already saved plan into memory. The current plan is lost unless you choose to first save it.|
|Save..||Save the current plan with the existing file name. All master data and all transactional data is saved to a file which can be re-loaded at any time.
You can enable automatic saving of the plan with a fixed time interval. This function can be enabled/disabled in Functions->Settings->General.
Note that the client automatically reloads the last plan saved at startup.
|Save as||Save the current plan with a new file name. Specifying a different file name will allow you to work with different versions of the same production plan (saving a snapshot)|
|Read from another plan||Import master and transactional data from another ROB-EX Scheduler client into the existing production plan.
Using this function, parts from another plan can be imported into the current plan. It is also a convinient function to use when migrating a single user plan into a Multiuser server setup.
Important: Please observe that by default record ID’s are only maintained for Resources and Master operations. For all other objects new record ID’s are generated according to the id counter settings of the plan you are reading into.
If you as an example loads a Project with id X, then the resulting loaded project will have a record id of Y. This behavior may be altered using GanttSetup.properties
To use this function:
If as an example Project where selected to be imported, then Projects and its operations are imported into the plan using the dates from the imported plan.
If the first operation in the project must be started “today” put a check mark in the field “insert today”. The import will now move all operations to start after today (inserted with unlimited capacity).
| View and print a reports. Example reports available:
In the fields Start date end End date enter the time interval for the reports.
Use the function “New page for every group” if you want one page for each order or resource.
Use the “Filter” function if you want only a part of resources to be shown in the Job list. The Filter function uses the views from the Gantt chart.
|Print html report|| Generate a html report.
The following reports are available:
Select to save the reports to a shared file server in order to make them viewable from any web-browser. Please refer to chapter HTML reports.
|Import|| Import data.
In the Tool bar you will find a shortcut to import of text- or xml-files.
Please refer to the chapters Integration – CSV integration for further information. Only with ROB-EX integration modules.
|Export|| Export data.
In the Tool bar you will find a shortcut toexport of text- or xml-files.
Please refer to the chapters Integration – CSV integration for further information.
|*||Exit||Close the program.|
|Latest opened files|| Show the latest files you have been working with.
The maximum number of files can be set in menu Functions – Settings – General – Standard
1 Read from another plan
9 sorts of information can be imported with Read from another plan:
- General calendars can be imported, including week- and holiday calendar.
- All resources
- All resources can be imported. If the resource uses a calendar which is not already in the plan, the calendar is also imported.
- All materials
- All materials can be imported, including countings, shipments and purchases.
- Template operation
- Template operations can be imported.
- Routes and all operations in the route can be imported.
If an operation uses a resource which is not already in the plan, the resource is imported. If the resource uses a calendar which is not already in the plan, the calendar is also imported. For each operation in the route all information connected to this operation, including materials and manpower is imported.
- Route network
- Route networks can be imported, they are imported in a similar way as routes.
- Production order
- Production orders can be imported, including the route and all operations in the route, if they are not already in the plan.
If an operation uses a resource which is not already in the plan, the resource is imported.
If the resource uses a calendar which is not already in the plan, the calendar is also imported.
- Resource views
- Resource views can be imported.
If a resource view uses a resource which is not already in the plan, the resource is imported.
- All production orders connected to a project are imported. Every production order is imported with a route.
Sub orders in the project are imported.
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