Overview
The install package scheduling system is designed to manage the workflow from shop drawing to installation using a "Pull Planning" technique.
This pull planning system allows the field person to mark up shop drawings to create "Install Packages" and plan the on site delivery requirements for each package. The system provides transparent scheduling and coordination between CAD, the Field and the Shop. Each person in the delivery chain can see the full workflow and status of each shop drawing and install package.
The workflow system will track the workflow on Drawings and Install Packages through the entire process. The workflow steps are completely configurable including color coding. A sample workflow could be as follows:
Drawings
- Not Started
- Started
- Submitted
- Approved
Install Packages (Shop Workflow)
- Not Scheduled
- Scheduled
- In Progress
- Finished
- Stored
- Shipped
- Hold
Install Packages (Field Workflow)
- Not Started
- Started
- Completed
- Hold
The workflow system is separated into running lanes called PROFILES. Each Profile is a separate workflow management system typically used to manage a shop group or trade. Typical Profiles might include: Sheet Metal, Piping, Electrical, etc. Each profile is managed separately, with a separate shop schedule.
Shop Drawings
This screen is a list of the shop drawings. It is the starting point for managing shop scheduling. The shop drawings are organized by "profile" which can be a trade (electrical, piping, insulation, etc) or some logical grouping of shop work that is separate and distinct.
To operate this screen, first select a job from the search box, then select a Profile. The system will remember your selected profile so each time you return it will default to your preferred profile.
Add Drawing
Clicking this button will give you a dialog box where you can enter the details for the shop drawing. Only the shop drawing number is a required field, everything is optional. It is possible to add custom field to this display. See the setup screen for the shop drawing log.
Add Install Package
Install packages are shop prepared pre-fabricated sections that are shipped to the field as a unit. Normally there are several Install Packages to a shop drawing.
To add an install package, first select a drawing by clicking on the selection box in the first column, then click the "Add Install Package" button. The required fields are highlighted. The install package number must be unique for the job. The system generates a prefix for the install package that is entered during setup.
Enter the shop hours. The system sets the default duration and then will calculate the crew size. You can adjust the crew size and the system will calculate the duration. These are starting points only and can all be adjusted in the scheduling system later.
Enter the field hours. The system sets the default duration and then will calculate the crew size. You can adjust the crew size and the system will calculate the duration. These are starting points only and can all be adjusted in the scheduling system later.
The onsite date is optional. It can be set later. This is the date the install package is required to be onsite, so it will drive the shop schedule.