Putting it all together, it goes like this.
Hours come over from Workday once a week, and are updated daily with the time off requests.
In the Job Plan, the P/S sets the required skill sets to execute the work and the time needed for each skillset.
As a Best Practice, skill sets should be added to the Job Plan to save you work -- but if you don't add them there, you can add them in the Planning Wizard, or even during Period Capacity Scheduling.
Remember, you will have to have added both your Scheduling Periods and assigned skill sets to your Technicians before starting the scheduling process.
Once tasks leave the Planning Wizard and are marked "Ready for Scheduling" they get moved to the Period Capacity Schedule board.
1. From the Navigation Pane click on Planner/Scheduler and select Scheduling.
2. You will default to the Period Capacity screen.
3. The scheduling period will default to the current week, just in case there are P3/4/5 tasks you need to add. Remember, IDEALLY, you should be scheduling one week in advance and should only need to add things to the current week on a minimal basis.
This doesn't change the rules for P1/2 Break-in work. Those are handled through the Daily Capacity screen and do not require planning.
All P3, P4, and P5 tasks should be planned.
When P3/4/5 Tasks are assigned in the current week, they will be tagged with a "Breaks Schedule" flag This will be used for metrics to identify P3/4/5 tasks that are assigned into the current week - as these are really schedule breakers.
If the task does not get done during the current week, the flag goes away.
4. The arrows can be used for your navigation.
- You cannot schedule in the past.
- You CAN schedule in the future.
5. The default view is "Ready Backlog".
6. In the top corner of the screen you will see the progress window.
This is a running total of how many hours you have scheduled per skill set so far for the scheduling period. The first number is the number of hours scheduled and the second is the number of hours available as shown in Workday for this scheduling period.
Remember, Workday hours will be updated daily with "time off requests", so this should be a pretty accurate number.
According to WEM philosophy, you should schedule each week to 100% capacity. Realistically you won't get all that work done -- Best in class standard is right around 80%. But time and time again, studies have shown that scheduling to 100% increases productivity and performance.
7. Look at the Associate Tech tile. You can see that we have 43% of our available hours allocated -- or 64.5 allocated out of 151 total hours.
8. As you continue to schedule tasks to the week, the progress bar builds.
9. The colors change as you become closer to the total hours goal.
Color Legend for the Period Capacity (shown above):
- Less than or equal to 50% total scheduled work will be shown as RED
- Greater than 50% AND less than 75% will be shown as ORANGE
- Greater than 75% is shown as GREEN
10. As task check boxes are selected and BEFORE you select the Schedule button the hours will increase on the line and be shown in BLUE with the amount of time added in front of the percentage.
A video on this topic can be found by clicking the following link:
How does the Progress Overview work in the Scheduling Screen?
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