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Setting Up the Line Schedule Editor General Defaults, Colors, Dimensions, and Time Periods

To create an LSE template, you need to define several attributes and maintain them in the transaction system. Through the DataLink, you transfer the LSE data to the Planning engine, from where you can display the LSE chart.

Once in PeopleSoft Production Planning, you can modify the original settings of the LSE. However, changes that you make to the LSE definition in the Planning Client aren’t permanent; therefore, changes must be made in the transaction system for the changes to be saved for future use. If changes are made to the LSE definition in the transaction system, these changes will be modeled in the Planning engine only when the Production DataLink is run in Regenerative mode, not Net Change mode.

Defining LSE General Settings

Usage Use the General - General page to define the general parameters of the

LSE.

Object Name PL_LSE_GENERAL

Navigation Plan Production, Maintain Planning Data, Use, Line Schedule

Editor, General, General Access

Requirements

Enter a Business Unit, LSE Type (select Aggregate or Detailed), and LSE Name.

Line Schedule Editor - General: General page

The Business Unit is a display-only field and represents the business unit for which you are maintaining the Line Schedule Editor. The LSE Type and LSE Name also appear in the header of the page and are display-only fields.

Select the Copy LSE to Planning check box to include the LSE in the DataLink run (at least one resource and one time period must be defined). If you don’t select this check box, no data for this LSE will be transferred to the Planning engine.

Select an Above Line Definition from the available options. The Above Line, which appears when there is a capacity shortage, is displayed above the production bar. Your options are No Above Line and Capacity Shortage. The default is No Above Line.

Select a Below Line Definition from the available options. The Below Line, which appears when there is a material shortage or unmovable bar, is displayed below the production bar. Your options are No Below Line, Material Shortage, or Unmovable Bar. The default is No Below Line.

The Bar Split Duration enables you to define a duration of time that can be used to split up a group of overlapping or continuous tasks that are represented by a single bar in the LSE chart. The duration can be expressed in Days, Hours, and Minutes. The default is 1 minute. The following example illustrates how the Bar Split Duration is used. Suppose you have a bar that represents eight continuous or overlapping production tasks, and suppose you have defined a Bar Split Duration of 1 hour. If you decide to split this bar, then this bar will be divided into two bars such that the last task of the first bar and the first task of the second bar are rescheduled so that they are one hour apart.

The Header Format determines where you want the utilization percentage to appear within a cell. Your options are Right, Left, and Center. The default is Right.

Select a Date Format for the time period. Your options are Date Only, Hours, Minutes, and Seconds. The default is Date Only.

The Cell Over Maximum enables you to specify the pattern that will appear in the cell when the capacity usage in the cell exceeds the maximum utilization percentage. Your options are

Forward Diagonal, Backward Diagonal, Cross, Diagcross, Horizontal, Vertical, and None. The default is Forward Diagonal.

The Cell Under Minimum enables you to specify the pattern that will appear in the cell when the capacity usage in the cell falls below the minimum utilization percentage. Your options are: Forward Diagonal, Backward Diagonal, Cross, Diagcross, Horizontal, Vertical, and None. The default is Backward Diagonal.

If you are creating an Aggregate LSE, you need to specify the Bucket Size. Only aggregate resources with a bucket size equal to the bucket size value specified on this page can be assigned to the LSE. In addition, the bucket size determines the size of the LSE time periods; this is done to ensure that the time periods match the bucket size of the aggregate resources shown in the LSE. Your options are Daily, Weekly, and Monthly. The default is Daily.

Defining LSE Dimensions

Usage Use the General - Dimensions page to define the display dimensions of

the LSE.

Object Name PL_LSE_DIMS

Navigation Plan Production, Maintain Planning Data, Use, Line Schedule

Editor, General, Dimensions Access

Requirements

Enter a Business Unit, LSE Type (select Aggregate or Detailed), and LSE Name.

Line Schedule Editor - General: Dimensions page

The Business Unit is a display-only field and represents the business unit for which you are maintaining the Line Schedule Editor. The LSE Type and LSE Name also appear in the header of the page and are display-only fields. The following dimensional characteristics are available for use:

Cell Height The height of the cell. The default is 180 pixels.

Bar Space Vertical spacing of the bar expressed. The default is 8 pixels.

Column Label Height The height of the column irrespective of the font. The

default is 26 pixels.

Column Font Height The vertical space of the font in the column expressed in

number of points. The default is 14 pixels.

Row Label Width The width of the row with the label. The default is 100

pixels.

Row Font Height The vertical space of the font in the row expressed in

points. The default is 16 points.

Magnify Cell Height Magnified version of the cell height. The default is 500

pixels.

Magnify Cell Width Magnified version of the cell width. The default is 850

pixels.

Magnify Bar Height Magnified version of the bar height. The default is 15

pixels.

Magnify Bar Space Magnified version of the bar height. The default is 8

pixels.

Bar Line Space The amount of space between the bar and the line above

or below it. The default is 1 pixel.

Magnify Bar Line Space Magnified version of the bar line space. The default is 1

pixel.

Row Font Name The name of the font used for the row. The default is

Arial.

Column Font Name The name of the font used for the column. The default is

Arial.

Defining LSE Color Settings

Usage Use the General - Color Settings page to define the color of LSE objects.

Object Name PL_LSE_COLORSET

Navigation Plan Production, Maintain Planning Data, Use, Line Schedule

Editor, General, Color Settings Access

Requirements

Enter a Business Unit, LSE Type (select Aggregate or Detailed), and LSE Name.

Line Schedule Editor - General: Color Settings page

The Business Unit is a display-only field and represents the business unit for which you are maintaining the Line Schedule Editor. The LSE Type and LSE Name also appear in the header of the page and are display-only fields.

Before you can select a color for the LSE object, the color must exist in the LSE color legend. You can add a color to the legend using the LSE Colors page in the Line Schedule Colors component. By changing the RGB (red, green, blue) color value (0-255 inclusive), you can create any color you desire. The following color schemes are available for you to use:

Downtime Color Default is Gray.

Default Bar Color Default is Red. If you don’t specify the color, then all the

bars in the display will appear red.

Above Line Color Default is Orange.

Below Line Color Default is Cornflower Blue.

Cell Color Default is Light Gray.

Time Period Color Default is Light Gray.

Resource Entry Color Default is Light Gray.

Resource Entry Offload Color

Default is Teal.

Cell Under Min Pattern Color

Default is Goldenrod.

Cell Over Max Pattern Color

Default is Light Coral.

Time Period Over Min Color

Color

Defining LSE Time Periods

Time periods form the x-axis of the Line Schedule Editor. Essentially, a LSE time period is an offset of the current time. To display the LSE chart, you must first set up at least one time period for the LSE.

Because time periods for a detailed LSE and aggregate LSE are set up differently, you need to define them on two separate pages.