This option can be used to move one or more steps listed in the details from one resource to another.

• Select one or more steps in the grid to move.
  • Select individual line by placing a check in the 'Select' field for each one or select all lines at once by clicking the 'Select All' button above the grid.
• Select the radio button that indicates which resource the selected step(s) will be moved from.
  • Work Center
  • Employee
  • Department
• Select the new resource the selected step(s) will be moved to.
  • Options in the dropdown menu will vary based on the radio button selected.
• Finally, click the 'Process' button and answer the prompts provided to complete the move.

Only lines selected in the grid will be moved.

These buttons can be used to lock or unlock all top level jobs displayed in the details grid at one time.

• Line items do not need to be selected to be affected.
• Locking or unlocking a single step locks / unlocks the entire job.
• Sub-assembly jobs cannot be locked.

"Up" and "Down" Arrows

Click these buttons to move the selected job up or down one line in the grid.

Select All

Click this button to place a check in the 'Select' box for every job listed in the detail grid.

Deselect All

Click this button to remove the check from every 'Select' box that is currently present in the detail grid.

The 'Select' field is used to identify jobs to include in the 'Move Selected Grid Rows' option only. Action buttons located in the grid that affect a job (Details, Job Gantt Chart, Split Job, etc.) look to the line item that currently has "focus" on it as indicated by being highlighted. These options DO NOT rely on the 'Select' field being checked.

Details

Select an option from the dropdown menu to see details for the highlighted job. Detail options include:

• Job Step (estimated and actual times, pieces good, pieces scrapped, etc.)
• Job Purchasing (job requirements, posted material, etc.)
• Documents (attached to the job)

Job Gantt Chart

Click this button to view all the steps of the highlighted job in a Gantt chart format.

Time Scale

Select a radio button to determine whether the information in the grid is displayed in increments of a day (Daily) or an hour (Hourly.)

Start Date

This represents the begin date of the first open step of the highlighted job.

• The date can be changed for review purposes.
• Click the 'Update Date Range' button to see the new date in the Gantt Chart.

Earliest

Click this button to reset the 'Start Date' to its scheduled default value if it was manually edited.

End Date

This represents the end date of the last open step of the highlighted job.

• The date can be changed for review purposes.
• Click the 'Update Date Range' button to see the new date in the Gantt Chart.

Latest

Click this button to reset the 'End Date' to its scheduled default value if it was manually edited.

Update Date Range

Click this button to see the effect of changes to the 'Start' and / or 'End Date' fields in the Gantt Chart.

Changes to 'Start' and 'End' dates are for review purposes only; they will not affect the schedule itself. Use the 'Drag And Drop' option to make changes to the schedule using the Gantt Chart.

Split Job

Click this button to open the Split Job utility.

• This option creates a new job by "splitting" an existing one at a step and for a quantity designated in the utility.

Edit Job Dates

Edit the 'New Begin Date' or 'New End Date' to cause the system to recalculate when the selected job is expected to be completed and designate which steps should be affected by the change before closing the screen.

Update Routing

• ALL other steps - The system moves the selected step and all other steps on the job, regardless of whether they are in the past or the future.
• Current step ONLY - The system leaves all other steps in place and moves only the selected step.
• Previous steps ONLY - The system moves the selected step and the step that comes immediately before it; all other steps are left in place.
• Subsequent steps ONLY - The system moves the selected step and all steps that came before it; all steps in the future are left in place.

Balance Load

This option is only applicable for Work Center details and is not available in Employee, Department, or Job Number View.

Click this button to cause the jobs in the grid to automatically reschedule the steps assigned to the work center from the top down.

• Prior to using this option, place the jobs in the desired order of completion starting with the first job at the top and going down from there.
• Once jobs have been placed in the desired order, edit the start and end date of the top job if needed.
• After clicking the button, determine whether the utility should remove any gaps that would otherwise exist between each step by placing a check in the box provided.
  • Leaving the box blank may lead to gaps between one or more steps as indicated.

As noted in the prompt provided, using this feature will override any manual changes made to any job other than the one at the top of the grid.

Balance Load cannot be used on Work Centers that use the 'Finite' Loading Method.

Sort By

Use this dropdown menu to determine in what order the jobs are displayed in the detail grid. Options include:

• Due Date, Priority
• Priority, Scheduled Begin
• Scheduled Begin, Priority

The system sorts by the value listed first to determine the initial order and uses the second value as the "tie breaker" in situations where the first one is the same on multiple jobs.

Quick View Details

Select one of the following options from the dropdown menu to see the corresponding Quick View details for the selected job:

• Customer
• Job Number
• Part Number
• Work Center

Select

This check box indicates whether the line is selected for purposes of the Move Selected Grid Rows option located at the top of the screen.

• This field does not have any affect on the use of any of the Grid Action Buttons.
• Lines can be selected and unselected individually by double clicking on one (to gain focus on the record) and then clicking the 'Selected' box.

Schedule Locked

This check box indicates whether the job is locked.

• Jobs can be locked and unlocked individually by double clicking the line (to gain focus on the record) and then clicking the 'Locked' box.
• Locking or unlocking a single step locks / unlocks the entire job.

Docs

The presence of the "papers" icon indicates one or more files are attached to the job.

• Attached files can be viewed by selecting 'Documents' under 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:

• Customer Code
• Job Number
• Step Number
• Part Number
• Employees assigned to the step (by Shift)
• Work Center
• Time values (estimated and actual)
• Department associated with the step
• Job Priority
• Quantity values
• Due Date
• Indicator of whether the job 'Has Subs' (Sub-assemblies) or 'Is A Sub'