User's Manual

8.0
7.6
7.4.2
7.4
7.2
7.0
6.4

Table of Contents

User's Manual

7.4.2

Getting Started
- Installing the client
- Starting up the desktop client
- Solving my first scheduling problem
- ROB-EX 7.4.2 upgrade FAQ
Master data
- Resources
- Shift calendars
- Master operations
- Master routes
- Materials and BOM
- Attached documents
The user interface
- Gantt chart
- Keyboard shortcuts
- Search panel
- Adding and removing table columns
  - Property columns
Production orders
- Edit production order
- Order list window
- Express orders
- Split order
- Operation split and join
- Synchronized operations
- Production order progress (partial completions)
- Manpower graphs
- Series and groups
Projects
- Project List
- Project View
- Economy control with budget- and turnover overview
Reporting and KPI
- Production targeted HTML reports
- Dashboard App
- Resource monitor
Scheduling
- Scheduling strategy
  - Automated scheduling
- Bottleneck sorting
- Scheduling Settings on Resources
  - Transition rules
- BOM scheduling settings
- Special routing cases
- Advanced customization of scheduling rules
- Team scheduling
- Campaign scheduling settings
- Key Performance Indicators
Web Planner
- Log in
- Web-planner overview
- Gantt chart
  - Operation toolbar
    - Edit operation
  - Gantt chart “Create in period” shortcuts
- Order list
  - Create new order
- Projects
  - Create new project
  - Edit project
- Field chooser to customize windows and tables
- Master data editing
- Macro in web-planner
- Keyboard shortcuts
- Direct URL to open Web Planner
Options
- Multiuser
- Operator – The new Shop Floor module
- Shop Floor
  - Shop Floor configuration
- Time Tracker
  - Time Tracker search option
- Sequencer
- Batch
Advanced functions
- General settings
- Time zones
- Templates
- Integration client
Import and export
- CSV integration
- XML
  - XML minimal example
- SQL integration
- Direct SQL Integration
- Interfacing with Operation split and join
- Time and Attendance import
- REST Server
- Interfacing using Talend Open Studio for Data Integration
- Interface History Manager
Product configuration
- Misc and background
- Global client settings
  - GanttSetup.properties file
- Changing the UI language
- Variable list of columns
- Enable/Disable GUI elements
- Securing network traffic – SSL
- Developing using the API
  - Eclipse Java IDE
  - Guide to scripting
- FlexRules
- Trouble shooting using logfiles
- History Tracking with SQL query option
Macro
- Selection context
- Automation interface
- ActivateView
- AdjustOrderQuantityToInventory
- AdjustResource
- Archive
- Balance
- BalanceOperations
- Bottleneck
- CallSQL
- ChangeResource
- CheckShelfLife
- CreateCIP
- CreateProductionOrder
- CreateResource
- DBSynchronization
- DeleteFile
- DemandSatisfier
- DistributeOperationsOnResource
- ExecuteScript
- ExitProgram
- ExtractReportingHistory
- GenerateReport
- JoinOrders
- MakePlace
- OpenFile
- PackOperationsOnResource
- PalletSystemScheduling
- Pegging
- ProgressImport
- ProjectDBCheckExportStatus
- ProjectDBJeevesCallStoredProcedure
- ProjectDBMasterRoute
- ProjectDBProductFamily
- ProjectDBRawMaterial
- ProjectDBRawmaterialInventory
- ProjectDBRawmaterialMinMax
- ProjectDBRawmaterialTransactions
- ProjectDBStoredProcedure
- ProjectDBSync
- ProjectDBWarehouse
- Queue
- ResetSplit
- ResourceCalendarImport
- RunExternalProgram
- RunMacro
- SaveAs
- SaveView
- Schedule
- SelectComponents
- SequenceOptimizer
- ServerConnection
- SetOperationStatus
- SetOprCalendar
- ShowDocument
- SortAndSchedule
- SplitOperationsByStorageSpace
- SplitOperationsEnsureEmptyWarehouse
- SplitOrderToBatches
- TankPlanning
- TextExport
- TextImport
- TextIOExport
- TextIOImport
- TextSingleLineExport
- UpdateMaterialDates
- UpdateOrderDates
- UpdatePlan
- WorkloadOverviewExport
- WorkloadOverviewExportII
- XMLExport
- XMLImport

The user interface

The main window

The following features are part of the main Proficy Scheduler window:

The Gantt chart.
Menu
Toolbar
Detail panel
Short cut menu
Edit operation
Create express order

Attached documents

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