Scheduling
Prioritize Jobs Utility
The Prioritize Jobs Utility provides a way to automatically assign an individual priority to each open job based on criteria provided in the utility.
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Prioritizing jobs only has value when using Forward - Finite scheduling assumptions.
Prioritize Jobs Action Buttons
Calculate Priorities
Click this button to assign a priority to each job in the Whiteboard indicating its relative importance based on the Priority Calculation Criteria selected.
- Each job will receive its own Priority value.
- The higher the Priority, the more important the job is considered to be.
- The utility provides a prompt that allows the user to stop the process of assigning priorities.
OK
Click this button to save any changes that have been made to job priorities and return to the Global Reschedule utility.
Close
Click this button to close the Prioritize Jobs utility without saving any changes that have been made.
- Answer 'Yes' to the prompt provided to close the utility without saving the changes.
- Answer 'No' to the prompt provided to leave the utility open.
Job Priority Grid
The grid displays all the jobs currently included in the Whiteboard in the order of their calculated importance from top (most important) to bottom (least important.) A job's position in the grid, and its corresponding importance relative to other jobs, can be adjusted using the Action Buttons located at the top of the grid or the Priority Calculation Criteria locate below the grid.
Jobs on Hold do not appear in the grid.
Priority Grid Action Buttons
Select a job in the grid before clicking any of these buttons to get the desired result.
"Up" and "Down" Arrows (buttons)
Click these buttons to move the selected job up or down one line in the grid.
Move Job To Top
Click this button to make the selected job the first line (most important) in the grid.
Using any of the "move" Action Buttons will cause the system to automatically assign / reassign a Priority value to each job in the grid based on its new position.
Details (dropdown menu)
Select an option from the menu to see details for the selected job. Detail options include:
- Job Purchasing (job requirements, posted material, etc.)
- Documents (attached to the job)
Quick View Details (dropdown menu)
Select an option from the menu to see the corresponding Quick View details for the selected job. Quick View options include:
- Job Number
- Customer
- Part Number
- Current Work Center
Priority Grid Information
Total Open Jobs
This field, located immediately above the Grid Action Buttons, indicates the number of jobs currently included in the Whiteboard.
Priority
This field displays the Priority value for each job in the grid.
- By default, jobs display the priority value inherited from the customer selected on the order until the system assigns individual priorities.
- If multiple jobs share the same priority, the system looks to Due Date as the default tie breaker.
- Priority can be entered manually.
Docs
The presence of the "papers" icon indicates one or more files are attached to the job.
- Attached files can be viewed and edited by selecting the 'Documents' option in the Details dropdown menu.
Job Req (Job Requirements)
This field indicates whether there are material requirements associated with the job and, if so, there status.
- "Thumbs Up" icon - Indicates all listed material requirements have been filled
- "Thumbs Down" icon - Indicates that some or all of the listed material requirements have not been filled
- No icon - Indicates there are no material requirements associated with the job
Outside service requirements are not considered with regards to this indicator.
Job Late
The presence of the "warning" icon indicates the job is running behind its scheduled dates
Additional Values
Additional values in the grid include, but are not limited to:
- Job Number
- Part Number and Description
- Customer Code
- Quantity values
- Time values (estimated and actual)
- Due Date
- Dollar value
Priority Calculation Criteria
These dropdown menus determine the priority of each job when the 'Calculate Priorities' button is clicked. The 'First Criteria' selection determines what value the system looks to initially to decide the relative importance of each job. If it runs into multiple jobs that share the same value, it looks to the 'Second Criteria' as the first "tie breaker", and if those values are also the same, it uses the 'Third Criteria' and 'Fourth Criteria' options as needed to make the determination of importance.
Criteria options include:
- Actual Hours ASC (Ascending value)
- Actual Hours DESC (Descending value)
- Cust (Customer) Priority ASC
- Cust Priority DESC
- Due Date ASC (Most commonly used 'First Criteria' selection)
- Due Date DESC
- Estim (Estimated) Hrs ASC
- Estim Hrs DESC
- Hrs Left ASC
- Hrs Left DESC
- Job Value ASC
- Job Value DESC
- None
- Pct Complete ASC
- Pct Complete DESC