Forum Discussion
Creating production schedule in Project
I believe Desktop client is needed to add resources, finally I could install that and now started learning. Since I need online version, so I believe I need to add resources, make the projects and then publish it. Hopefully then online I would see all resources including machines etc I created in Desktop.
Incase you have advise on how to make initial learning curve smoother please suggest.
You do NOT need plan 5 as plan 3 has what you need. But I'm a little confused when you say you need "online version" since you initially asked if the stand alone desktop version is available and in my response I told you stand alone versions are still available.
I do not use Project Online (subscription version) so I can't help you with how best to use it for your production planning. However, I will ask my colleague Dale Howard to jump in as he has expertise in that area.
John
- mkjainSep 07, 2024Brass ContributorThanks again.
Since whole day today, I am trying to learn Project professional, and I think its bit clear to me. This looks to be good enough for scheduling purpose, since I would be using in a production environment where wide variety and small qty products orders are received, so several tasks throughout the week might be needed, and I am yet to ascertain if that would be practically possible to do in this software.
Each product have multiple process stages, so much repetitive work shall be present.
Any helps further to guide is highly appreciated.- Sep 09, 2024mkjain --
Based on the conversation I have seen in this thread, you DO NOT need Project Online. That is an enterprise Project-Portfolio Management (PPM) tool that needs to be configured according to your requirements for managing enterprise projects and resources. I would recommend that you stick with the desktop application, as I believe it will meet your needs. Hope this helps.- mkjainSep 17, 2024Brass Contributor
As an update, we started using Project in Production scheduling and it seems to be working fine. Looks like we can keep using it for longer term. We are using Desktop client, for now we took subscription of Project 3 to download the desktop since it gives monthly option, but we hope that soon we buy Perpetual license of Project in a month or so.
Perhaps creating scheduling is possible for us now, and next thing to learn is get actuals from shop floor and update in timely manner, reschedule as needed. Since things are not so well organized at shop floor for now, we may need to reschedule quite often, and that seems to be a challenge for now.
Upon creation of schedule, we are levelling it, before that we take care about predecessors and assigning resources' that most of the time they fit in well, but occasionally we overallocated and team planner show this issue.
We manage reassigning the tasks, but looks like team planner view is good to handle it but can you please help understanding its use and optimization a bit, for example in screen shot below, a large task is of 8h, but other are .1h and 3h, some task appear as single like, where as some as rectangle block? what does that mean?
- John-projectSep 07, 2024Silver Contributor
mkjain,
Yes, Project can handle production type planning/scheduling. Are you focused on the subscription version (i.e. Project Online Plan 3) or are you still interested in the stand alone desktop version?
Another question. Have you considered using Excel for your production planning? It's not specifically designed for planning/scheduling but it might serve your needs. There are a lot of nuances to Project compared to Excel, so the learning curve is steeper and longer. Just a thought.If you could give us an example of one of the products you are trying to schedule that includes the typical steps in the process and the kind of resources to produce that product, then we should be able to give you some guidance and suggestions.
John- mkjainSep 08, 2024Brass Contributor
Looking into your encouragement and help to find a suitable solution, I need to provide detailed response. Please bear with my long post below:
Application
We are a wire making company, draw metal wire and coat it with variety of materials. There are many grades and variety of product depending construction, wire size, jacket color and so on. Orders comes in varied volume sometimes in small qty which will take few hours if planned for that independent order and some are large orders scheduled for distributed dispatches.
We follow make to order as well as make to stock. At times enquiries can be lost if don’t take up the order into production quickly, so lead times are short.
Typically, each product has 2 to 10 process stages, and machines may have size change, color change like set up requirements.
Requirements/ desires
Complete visibility of each sales order/line item from plan to pack, expected completion dates, fitting in expedite orders, accepting new orders and fitting in, visualizing bill of material availability
Solutions tested
It was a small scale making unit, so far we could manage by ad-hoc manual/excel mix planning without any special format as such. But now things cannot be managed that way. We have searched and found advanced solutions such as Siemens opcenter, that looks to be quite promising but highly expensive, and also other part of systems are also not fully evolved to fully utilize such advanced solution.
I am a Power BI advanced user of last several years, so I could make visualizations to track pending orders, with live each stage status. Now we are in the situation to finally find a suitable yet simple scheduling system. I could partially build an excel sheet using solver which can suggest ideal schedule but it’s not complete, and I am afraid that it is so much manual that at shop floor it may not be used on regular basis.
Last 3 days, I tried Project professional, initial learning curve is too steep up to the level just to understand how many type of products are available for project scheduling by Microsoft, that even after my experience of similar environment about Power BI desktop for development and then publishing it in service. As of now my understanding is Project professional is full-fledged application and I think I need that, but I am not clear what are exact steps to make schedules visually available to shop floor, would it be additional inclusion of Project 3, PWA etc?
Anyway, yesterday I explored Project professional a lot to learn it to operate and I feel it has most features which we need, its user friendly, I need advice on customizing it for application of production scheduling?
Some of open questions:
- Like each product have multiple stages, and multiple time orders of same materials will come, and ill go to same set of machines, so can we have all kind of machines, product masters in Project created to just use them again and again?
- I am not sure if we can show available inventory of raw materials on the scheduled items?
- Will it be one Big project and we keep adding each day/ week new orders to that update the schedule?
- Incase we level the schedule, would we be able to preserve already planned orders in existing state, so can we lock the schedule up to a certain stage and level thereafter?
- What you would advise after going through the application I elaborate above, Project professional is enough as a tool, or do I need Project 3 as well or I need combination of MS-excel with Project professional, or Just excel is simple enough?
I provide sample data for an order:
SalesOrderNo PlanNo SalesOrderLineId Finished good name StageDesc StageLevel Semi finished good name TargetQty UOMDesc Delivery date 2025/0805 2025/110648 82417 A Final 1 A1 3700 Mtrs 12-Sep 2025/0805 2025/110649 82417 A Insulation 2 A2 3700 Mtrs 12-Sep 2025/0805 2025/110650 82417 A Buncher/Stranding 3 A3 3.7 KMs 12-Sep 2025/0805 2025/110651 82417 A Fine Wire Drawing 4 A4 22.718 KMs 12-Sep 2025/0805 2025/110652 82417 A Rod Break Down 5 A5 74.061 Kgs 12-Sep 2025/0805 2025/110654 82418 B Final 1 B1 3700 Mtrs 15-Sep 2025/0805 2025/110655 82418 B Insulation 2 B2 3700 Mtrs 15-Sep 2025/0805 2025/110656 82418 B Buncher/Stranding 3 B3 3.7 KMs 15-Sep 2025/0805 2025/110657 82418 B Fine Wire Drawing 4 B4 22.718 KMs 15-Sep 2025/0805 2025/110658 82418 B Rod Break Down 5 B5 74.061 Kgs 15-Sep Request you to kindly advise. Thank you so much for your kind attention.