Still new to Scheduling - Finding Overloads

[NateS (Nate Schoonover)]

Good morning! I am still digging into scheduling in Epicor. My previous scheduling experience was with MS Project, so this is quite a bit different. I am used to being able to see the entire schedule in one export. Is that possible in Epicor?

I have looked at the overload informer. I see that there are lots of rows showing dates where we are over capacity on the resource. But how can I can I tell which job/part is overloaded? I have poked around in all the reports and graphs, but I am having trouble answering a couple questions.

1. Do we have capacity to run this new job? Do I have to answer this by reviewing the load on each resource group individually?

2. What jobs are at risk of not being completed due to low capacity? Can I identify the operation where the job is likely to start falling behind due to lack of available resources?

What are the best tools (in Epicor/Kinetic) that you all use to answer these questions? I have looked at the resource schedule load graphs and shop load graphs. These seem quite information-dense, yet they don’t really show me where my issues are.

EDIT: Could I pull any of this information into a BAQ? If so, what tables would I use? I find working with the data helps me wrap my head around the setup.

Thanks for your time!
Nate

[bordway (Bruce Ordway)]

@NateS

Could I pull any of this information

I usually start with pulling data from the standard forms/reports.

e.g. Priority Dispatch, Shop Load report(s), I make a custom style(s), formatted for Excel data only.
or Resource Scheduling Board, I might put in my date range but won’t specify a resource. then I can copy the Scheduling Board List sheet contents into Excel, which is a little easier (for me) to decipher.

As far as BAQ(s), I know there are a existing topics that I found helpful but… don’t have the links handy right now but if I can remember/find, I will post later.

[bordway (Bruce Ordway)]

@bordway

don’t have the links handy right now but if I can remember/find

The current search tool for this site isn’t always the greatest but… with a little digging I almost always find A LOT of existing topics. Here are just a few of the many links on scheduling that I’ve found helpful.

Overview of how to schedule

Hello all. I’m new to the forum and to the scheduling side of e10. We implemented e10 about 100 days ago. We are trying to figure scheduling out but are struggling with certain elements. So far, we have been able to get most of the noise out of the system in terms of suggestions by setting days of demand, min/max, etc. We are firming jobs based on suggestions which is keeping us in front of demand but then for scheduling we’re printing the travelers and using our old physical scheduling boar…

Build Dashboard showing the shop load report data

Hello Epicor Gurus, I am trying to build a dashboard that shows the data from the shop load report. I am wondering if any of you have successfully built such a dashboard? I am using the jobhead, joboper, jobopdetails table but the result is not same as the shop load report. Am i missing anything?

Overscheduled Resources

I’m trying to schedule finitely. Epicor is overscheduling resources from the very beginning of the schedule. I would understand overscheduling past my finite date or if a job was scheduled to end after the finite date, but these jobs that are being overscheduled are not. This is from the resource scheduling board for resource M290. [image] This is the resource group: [image] This is the resource itself: [image] Site Maintenance: [image] And these are the settings when I run Global…

Would your site pony up for Epicor courses on scheduling?
Since (I think) it is the most difficult area of Epicor to master… doesn’t lend itself so easily to the autodidactics among us.

[bordway (Bruce Ordway)]

@NateS

a BAQ

and maybe take a look at some of the existing, system BAQs?
e.g. I’ve found these helpful
zShopCapAndLoad
zOverLoadInformer
zShopLoad01

[aclements (Andrew Clements)]

I really struggled with this issue for a while.

The info you require is in epicorerp.ERP.resourcetimeused and EpicorErp.erp.ShopCap tables, but it requires a bit of complex SQL to get the info into a tabular format that you can then use in reports and graphs.

In the end I used Power Pivot as the means to display the info in a format that was useful to the planners.