Forum Discussion
Creating production schedule in Project
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.
Thank you for the long description of your question. As I read through it a couple of times I wonder if Project is really the best app for you. I can only help you with what Project can and cannot do, you will have to do your own research with regard to what other apps are available that might better meet your needs.
With that, let me address your questions.
1. You can have as many machine resources as you need. They would be defined as Work type resources on the Resource Sheet. They may have a cost factor just like a labor type resource (i.e. $/hr) or they may have a cost per use, or no cost at all if fully amortized and cost of the machine is not of interest. Each machine resource would be assigned to tasks (process steps) as necessary. For example, let's say you have 4 fine wire drawing machines that can run 24/7. On the Resource Sheet they would be shown with a Max Unit level of 400% and a 24 hour Base Calendar. There may or may not be any cost associated with operating each machine but there may be maintenance downtime or die changeover time for each use. Those would be handled as separate process step tasks on the schedule.
2. In Project material resources as consumables. Project does NOT track inventory of material resources but it does track cost of materials (e.g. $/kg bar stock, $/ft thermoplastic insulation, etc.).
3. Unless there are unique characteristics to certain types of wire orders and processing (e.g. scheduling calendars), I would assume the production plan would be a single Project file that changes dynamically as new orders are added and completed orders finish. To keep the ever growing plan at a manageable level, the plan could be saved monthly/quarterly, etc. and deleting orders that are complete. The saved plans create a historical reference.
4. Leveling in Project has one purpose and that is to help alleviate overallocation of work type resources. Leveling does NOT impact material resources and does NOT optimize the plan. Leveling may or may not impact on-going tasks depending on leveling options (e.g. allow on-going tasks to split).
5. As I noted before I have no working knowledge of Project Online plan 3 which includes Project for the Web (very limited functionality), PWA, and Project desktop client. What I explained above is all in the framework of Project desktop. Whether the addition of PWA in Project Online plan 3 will provide added benefit for the shop floor, I do not know. Hopefully some of my colleagues will jump in with their thoughts.
With regard to the sample data you provided, most of the plan appears to be custom fields (e.g order number, target quantity, finish good name, etc.) not related to any type of scheduling. Although Project has the capability to show custom field data the only fields relating to scheduling are the process steps ("Stage Desc"), sequence ("StageLevel"), and Delivery date. That information is readily adaptable to an Excel spreadsheet however if laid out in Project it might look something like this:
John
- John-projectSep 09, 2024Silver Contributormkjain,
You're welcome and thanks for the feedback.
John - mkjainSep 09, 2024Brass Contributor
Great! You drew my attention to test different file structure/s. I will definitely give a try and see what happens.
We tried Project today in more detail, and so that different views like team planner etc make it very clear where are resources are overallocated and so handy to resolve in the same view with the help of details page.
Thanks for all your support so far.
- John-projectSep 09, 2024Silver Contributor
Project's specification allows for more tasks and resources than are practical to manage, (e.g. 400K tasks, 700K resources), so no, there is no limitation on adding new orders. As I suggested, you should consider periodically dropping completed orders from the plan to maintain a workable file.
Avoiding repetitive tasks is a matter of careful file structure. For example, instead of laying out each order under it's own heading, it makes more sense to lay out the plan under the headings (summary lines) of process functions, as shown here:
Assignments of machine resources will perhaps more clearly shown when overallocated so appropriate action can be taken (i.e. manual shuffling of machine allocation or leveling based on Order priority).
Again, unfortunately I can't help you with pluses or minus of going with Project Online versus standalone Project.
John
- mkjainSep 09, 2024Brass Contributor
- shitanshusSep 09, 2024Copper Contributor
Thanks, appreciate.
I tested that small sample myself also:
For me, kind of challenge I foresee, is to understand practically adding new orders in Project, and if so, the list of tasks will go on. Would there be any limitation, how to handle this part. Another challenge is how to avoid repetitive task, many sales orders items are repetitive, with multiple stages, can we make a task master for products, so if I add a product, its multiple stage products as sub task are added automatically?
As far as Project 3 is concerned, what I understood so far, is that One can create a project in the client and publish online and then shop floor team can update the actuals in online version, the planner will update back those updates to his client file and then only add new schedules and republish. This way sync on planning and production is maintained. Not very sure of this understanding as did not test yet, but if so, then its likely a useful feature for ongoing changes on shop floor.