Introduction

Tender is a tool for rough-rough planning, It determines if you have the capacity to start a new project and finish it before a specified date or to let you know when it can be finished given a specified pace. This is done by setting up different production groups with different capacities during different weeks. Then product quantities are created, each Tender product has paces connecting to them. The capacity and workload can then be viewed on a bar chart.

Settings

Under the settings tab in IMPACT Tender, you will need to configure all of your production groups and map them together with element types or element groups depending on what is set under "Product Classification". To make any changes to settings the user needs "Company Settings" user rights.

Product Classification

Under "Product Classification", the user chooses to use "Element Type" or "Element Group". This choice affects the mapping of production groups.

Production Groups

When creating a production group the user needs to give it a name and a parameter (area, mass, length, piece, volume), the description is optional. To each production group, capacity can be added. When adding a capacity you need to select a start and an end week for the given period the capacity is valid. Periods cannot overlap with each other unless they use a different factory. Description and factory are optional, the factory is by default set to none.

Production groups are used under "Project Quantities" and must be selected under the Workload's filter.

Mapping

Here you map together element types or element groups dependent upon chosen "Product Classification". Under the column "Name" you can see all the element types/groups. One element type/group and only mapped with one production group, but a production group can be mapped with many element types/groups.

Mapping is used to display correct information about fine planning and rough planning under "Workload".

 Mapping when product classification is set to "Element Type" Mapping when product classification is set to "Element Group"
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Displays the difference between using product classification "Element Type" and "Element Group"

Project Quantities

Under "Project Quantities" you will need to open a project, add products to that project, and input the quantity for each product. The given input here will be used when you are looking at the workload.

Project

In Tender you can create new projects, these projects are prephased projects with limited input. Unlike Project Manager, in Tender, you can only choose which standard to use and what name, title, and description the project should have.

As Tender only works with prephased projects, you can only open projects of type "Prephase". When opening a project it will be saved as a recent project and can easily be opened again by going to "Recent Projects".

Tender Products

When adding a product you will need to give the product a name and set the quantity for that product, select a production group that is to work on the product, and select a calculation method. The parameter is set based on the selected production group, which is set under Settings - Production Groups. Color is used to easily set which product is displayed under Workload. The calculation method is used in order to determine the working pace or when the product can be finished or when it needs to start, depending on the selected calculation method.

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An example of how Tender Products can be set up

Below are the calculation methods described:

  • Manual, the user gets no help and will have to calculate by them selfs
  • Start Date - End Date, will calculate the required working pace
  • Start Date - Pace, will calculate when the product can be finished
  • Pace - End Date, will calculate when the production group must start

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Selecting Calculation Method

Paces

When viewing and editing "Paces" there are five columns, Star Period, End Period, Weekly Pace, Factory, and Description. "Start Period" is not editable when calculating using "Pace - End Date" as the product's calculation method. When using "Start Date - Pace" the column "End Date" will not be editable. The "Pace" column is not editable when the calculation method is set to "Start Date - End Date".

Import Product

If the project already has products you can import them into Tender. When clicking on "Import..." a dialog will come up and display all the available elements types in the project and the total area, mass, and volume of all the elements of that element type. It also displays how many elements there are of that element type belonging to this project.

Workload

To view the workload there is a bar chart and a filter. The filter is used to view specified data, some information is required in the filter to view the workload.

Filter

Under the Workload's filter, the user has to select the period to view in the bar chart. The period is weekly, based on a start week and end week that the user wants to view. The production group that they want to view is also required. Optional is to select projects and factories, but not selecting a project will mean you will only be able to view fine planning and rough planing on the bar chart.

All input in the filter will be saved when closing Tender and retrieved the next time the same user starts up Tender.

Bar Chart

The bar chart lets you view the workload of fine planning, rough planing, and the planning that has been done in Tender belonging to the selected production group chosen in the filter. The x-axis displays time and the y-axis represents the parameter that is connected to the given production group in the filter. This is the parameter that is set under Settings, Production Groups (area, length, mass, piece, or volume).

The red line on the chart displays capacity. Remember that the capacity is affected by both the selected production groups and factories in the filter. And keep in mind that capacity in Tender is not the same as the capacities in Resource Manager, only Tender's capacities will appear in Tender.

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Bar chart over workload, the red line displays the capacity of the work that can be done
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Created by Mattias Hansen on 2020/07/13 09:32
Copyright 2020 StruSoft AB
IMPACT Documentation