Resource load plays a key role when it comes to order planning. Planners have to ask themselves whether a certain resource has enough capacity on a certain day to work off a task. Usually, the capacity load is visualized by a capacity curve, also called histogram, in a Gantt chart. In this blogpost I‘ll introduce two other ways of displaying capacity load: by an own resource view and by a calendar view as is known from Microsoft Outlook.
Resource planning for pest controllers
Pest controlling has more and more become a highly complex service business, no longer being a mere matter of setting traps or placing baits but meanwhile also including making service contracts to ensure that the trap systems in the infested buildings will be checked and equipped on a regular basis. Moreover, comprehensive regular documentation is mandatory for the pest controller as well as for his customer. Pest controllers with a big customer base nowadays can’t do without consistently being supported by software. For this reason, many of them use the ERP system Microsoft Dynamics NAV that simply lets them better manage customer contracts, recurrent on-site services, invoices, and inventory.
But that is by far not all the order backlog of the VSS offers in terms of gaining more clarity and thus being able to allocate tasks to resources quickly, comfortably, and unerringly. Read today about three useful options of structuring your order backlog so that no matter which planning situation you are in, the orders shown will always fit this situation.
There's one thing most everyone working in production scheduling knows: No matter which system you use, however accurately your data might be, and how much time you have spent dealing with sophisticated scheduling algorithms - production reality never follows your system's implicit or explicit model. Hence, users of any production scheduling system should not only look at how it deals with a typical or an average production schedule, but they should also ask how the system supports them when dealing with unplanned incidents.
So this is why today I'd like to show you how to deal with short-term deviations from the planned capacity (i.e. when a machine operator calls in sick for a shift, or when a machine breaks down etc.).
In this inaugural episode of the Visual Scheduling Podcast, we talk to long-time scheduling consultant and ERP industry expert Dave Weissman from ArcherPoint about his experiences with scheduling.
This episode covers:
- Getting started and setting up your schedule
- Advice from an expert on creating a new schedule, including factors to consider
- Challenges faced with creating a new schedule and how to overcome them
- What's more important, resource utilization or meeting job deadlines?
- Final pieces of advice from a scheduling expert
The so called Jobs module of Microsoft Dynamics NAV is designed for companies with largely project-based business (like engineering or construction companies) to gain better control of their projects. Since the ERP system’s module seems to focus more on the aspects of financial project controlling rather than on the requirements of a day-to-day project management, I’d like to outline in this blog post how you can easily enhance your NAV 2018 system with interactive Gantt charts to facilitate a graphical drag & drop project planning.
If you search for getting tips about how to build a professional project plan, you'll find many useful posts and articles.
In nearly all of them you will stumble across milestones. Setting milestones is generally considered as indispensable when it comes to gain successful project delivery.
'So, that's all very well', you may think, 'but I'm a Dynamics NAV user and NAV doesn't offer any milestones'.
In today's blog I'll show you how to work around this shortfall - read how to create and use milestones in the Jobs Module of NAV. Furthermore, you will see how to visualize your milestones in the Visual Jobs Scheduler, our add-in for visual project planning in Dynamics NAV, to gain further planning agility and clarity.
In spite of the steadily growing automation, many small companies still plan their orders manually. Ideally, they use an interactive planning board for scheduling support. In this case, the order backlog (also called order pool or stock of orders) is an important part of this planning board. We have different ways to visualize this backlog for our customers, the presentation depending on whether the orders consist of several sub orders or not, e.g. For all of you dealing with Gantt charts and manual planning I have summed up four visualization versions.