Overview of Project Master Scheduling Data—Exercises

Basic Data Setup

Setting Up Basic Data

Purpose: The purpose of this exercise is to copy the necessary basic data to your site.

Prerequisites: The following data should be available in the RACE database. The data is connected to company 10 and site 1.

Windows:
Inventory Basic Data /Planners
Procurement Basic Data /Buyers
Manufacturing Standard Basic Data /Work Center Department
Manufacturing Labor Class
Work Center
Inventory Locations

1. Open the Planners tab and add your user ID as a planner.
2. Open the Buyers tab and add your user ID as a buyer.
3. Open the Work Center Department tab and copy the departments above to your site.
4. Open the Manufacturing Labor Class window and copy the labor classes above to your site.
5. Open the Work Center window and copy the work centers above to your site.
6. Open the Inventory Locations window and copy some inventory locations from site 1 to your site.

General exercise for planner
General exercise for buyer
General exercise for work center and labor class
General exercise for inventory location

Inventory Part

Purpose: The purpose of this exercise is to set up inventory parts, product structures and routings in your site.

Windows:
Copy Parts to Site
Product Structure
Routing

1. Open the Copy Parts to Site window and copy all inventory parts with commodity code 270 from site 1 to your site.
2. Update the inventory part planning information for all 8 imported parts.
3. Open the Product Structure window and query for the product structures (20-100 and 20-120).
4. Copy the structures to your site.
5. Open the Routing window and query for the routings (20-100 and 20-120).
6. Copy the routings to your site.

General exercise for copying parts to site
General exercise for product structure
General exercise for routing

Planning Data for Inventory Part

Purpose: The purpose of this exercise is to set up the planning data and cost for the inventory parts on your site for using the functionality using the Racing engine data for project master scheduling.

Windows:
Inventory Part /General
Inventory Part /Acquisition
Inventory Part /Costs
Purchase Part
Supplier for Purchase Part

1. Open the Inventory Part window and query for all parts on your site. A total of 8 parts are displayed.
2. Click the Acquisition tab and set the lead times for the purchased parts to the values shown above.
3. On the Cost tab, set the cost to the values shown above.
4. Click the General tab and enter your user ID as planner for the parts.
5. Right-click and then click Purchase Part to open the Purchase Part window and then enter your user ID as buyer for the purchased parts.
6. In the Purchase Part window, right-click and then click Supplier for Part to open the Supplier for Purchase Part window.
7. Connect your purchased parts to supplier 5001. The purchase price can be set to the same as the costs entered in step 3.
8. Repeat steps 5-7 for each of the parts. Alternatively, you can open the Purchase Part and Supplier for Purchase Part windows, query for all the above parts and then enter the buyer and supplier information for each.

Product Structures

Purpose: The purpose of this exercise is to update the product structures so that some components are set to be standard planned and the product structure is set to Buildable state.

Windows:
Product Structure

1. Open the Product Structure window and query for your site and site 1.
2. Verify that the parts 20-100 and 20-120 are available in your site. If not, copy these product structures from site 1 to your site.
3. Update the Standard Planned Item check box in the Product Structure/Product Structure tab as given in the table below.
4. Right-click in the Product Structure tab and then click Build to move the structure alternate to Buildable state. Do this for each part.

General exercise for copying revisions

Routings

Purpose: The purpose of this exercise is to make sure that the routings are copied and set to Buildable state.

Windows:
Routing

1. Open the Routing window and query for your site and site 1.
2. Verify that the parts 20-100 and 20-120 are available. If not, copy these routings from site 1 to your site.
3. Right-click in the Routings tab and then click Build to move the routing alternate to Buildable state.

General exercise for copying revisions

Calculate Manufacturing Lead Time and Cumulative Lead Time

Purpose: The purpose of this exercise is to ensure that a good value can be proposed for the time fences of the parts when they are added as project MS parts.

Windows:
Lead Time Calculation
Background Jobs
Cumulative Lead Time Calculation

1. Open the Lead Time Calculation dialog box.
2. Verify that the value in the Site field is your site.
3. Leave the Part No field blank so that all parts on your site will be calculated.
4. Click OK.
5. Open the Background Jobs window and verify that the Calculate Manufacturing Lead Time job is ready.
6. Open the Cumulative Lead Time Calculation dialog box.
7. Verify that the value in the Site field is your site.
8. Leave the Part No field blank so that all parts on your site will be calculated.
9. Click OK.

General exercise for calculating manufacturing and cumulative lead time

Perform Cost Calculation

Purpose: The purpose of this exercise is to calculate costs for your parts in your site.

Windows:
Part Cost

1. Open the Part Cost window and query for your parts on your site.
2. Select cost set 2.
3. Right-click anywhere in the header, point to Cost Calculations and then click All Levels Part Cost Calculation.
4. Click OK in the All Levels Part Cost Calculationdialog box that appears and then click Yes for the warning message that appears.
5. Right-click anywhere in the header of the Part Cost window again and then click Copy Costs to Cost Set One.
6. Click OK in the Copy Costs To Cost Set One dialog box that appears and then click Yes for the warning message.

General exercise for cost calculation

Create Project and Project Planned Netting Group (PNG)

Purpose: The purpose of this exercise is to create a project with activities and a connected project PNG including these activities. Project master scheduling will later be performed against parts connected to this project (project PNG).

Windows:
Project
Sub Projects
Activities
Projects

1. Create a new project.
2. Make sure that the value in the Material Allocation list is set to Within Project for the project.
3. Open the Sub Projects window and create two sub projects for your project, described as Sub Project 1 and Sub Project 2.
4. Open the Activities window and define an activity under each sub project, A11 and A21, described as Acquisition and Assembly respectively.
5. In the Project /Site tab, add your site to the project as a default site.
6. Right-click anywhere in the header of the Projects window and then click Netting. Check that the View Project PNG option is enabled. This means that a project PNG has been created automatically when you created the project. If it is not enabled you can create the project PNG manually by right-clicking, pointing to Netting and then clicking Create Project PNG.
7. Right-click in the header again, point to Status and then click Approve.
8. Open the Activitieswindow and query for the activities A11 and A12 that belong to your project.
9. Select the activities, right-click, point to Status and then click Release.

General exercise for creating projects

Define Project MS Part

Purpose: The purpose of this exercise is to define the parts that should be project master scheduled. Later you will enter forecasts for these parts and use them in the project master scheduling calculation.

Windows:
Project MS Basic Data /Project MS Default Settings
Project MS Part

1. Open the Project MS Basic Data window and select or enter the following default settings in the Project MS Default Settings tab.
   

   List/Field	Value
   Active	Part Active
   Roll	Rolled up
   Gen Fixed MS	Create Fixed MS Rcp
   Create S/P Req	Create S/P Req
   Unconsumed Forecast Disposition	Roll out
   Forecast Consumption Window	10
   Create Project MS Supply	Yes (selected)

2. Open the Project MS Part window. Create a new records and enter following parts as project MS parts, using the default project MS settings. Save each record when completed.

   Part Number	Description	Site	PNG	Demand Time Fence	Planning Time Fence	Default Project MS Supply Activity
   20-110	Engine Block 1600	Your Site	Your Project PNG	1	20	The project ID is retrieved from the PNG. Enter your sub project and activity A11 (Acquisition).
   20-120	Cylinder Head 1600	Your Site	Your Project PNG	1	21	The project ID is retrieved from the PNG. Enter your sub project and activity A11 (Acquisition).