Scheduling

Schedule orders manually or using AI-powered optimisation.

The core function of the Scheduler is to facilitate optimal operational decision making. The graphical scheduler and optimisation algorithms work together to help planners create feasible schedules.

Navigation

Open a scenario from Scheduler > Scenario, then click Open to enter the scheduling view.

Ensure all configuration is completed — including Equipment, Materials, Personnel, Operations, and Availability — and that you have orders available in the scenario before scheduling.

Scheduling Steps

1. Select orders from the Orders Store and add them to the scenario (populates the Unscheduled Orders grid).

2. Run Optimise, or manually schedule via drag and drop.

3. Refine the schedule using the interactive features of the scheduling board.

Interface Overview

The scheduling view consists of:

• Gantt chart — visual timeline showing equipment rows and scheduled orders

• Unscheduled Orders grid — orders added to the scenario but not yet placed on the timeline

• Scheduled Orders grid — orders on the timeline with detailed start/end times

• Toolbar — optimise, filter, view options, and freeze date controls

Manual Scheduling

Drag and drop orders from the Unscheduled Orders grid onto the Gantt chart. Only resources compatible with the order's operation are highlighted as valid drop targets.

Scheduler Controls

Control	What It Does
Drag and drop	Move scheduled orders forward or backward to any time
Resize	Adjust order duration by hovering at the edge and dragging. Zoom in to daily or hourly level first — resize is disabled at long-term zoom levels
Filters	Limit what is displayed in the scheduler and grid (e.g. show only a single machine and its orders)
Unschedule	Remove orders from the schedule and return them to the Unscheduled grid
Left click	View more detail about the order
Double click	Open the Allocations screen

Allocations

Allocation is the process of assigning specific resources when you have multiple route options or a multi-step operation. The Allocations screen shows a detailed view of resource assignment and route selection.

Each step in a multi-step operation has resource requirements that must be fulfilled. The timeline displays all available and compatible resources, along with existing allocations on those resources.

When optimising, the system automatically allocates resources according to the most efficient sequence for all orders.

Optimised Scheduling

The AI-powered optimiser automatically creates schedules based on configured Optimisation profiles.

Running the Optimiser

1. Import the required orders into the scenario.

2. Ensure the optimisation configuration is complete.

3. Click the Optimise button in the scheduler toolbar.

4. Choose whether to optimise everything after the freeze date and/or keep existing scheduled orders locked.

5. The optimiser processes all orders — this usually takes between 2 and 10 minutes for large order volumes. 6. Results are displayed once optimisation is complete.

If the Optimise button shows red after processing, check your configuration settings for issues.

Frozen and Locked Orders

When optimising, two modes control which orders are affected:

Mode	Description
Optimise after freeze date	All orders after the freeze date are re-optimised, including new unscheduled orders
Keep locked orders	Orders already on the schedule stay in place. The optimiser only allocates unscheduled orders into the remaining gaps

Freeze Dates

The freeze date locks in scheduled activities before a specific point in time.

To set a freeze date, click, hold, and drag the freeze line on the Gantt chart. All orders before the freeze date cannot be changed and will not be rescheduled during optimisation.

The optimiser uses the freeze date as its starting point for allocating new orders. If existing orders cross the freeze date boundary, the optimiser appends new orders after them, including any changeover calculations.

Splitting an Order Across Linked Lines

An order can be split across two linked lines (for example, Line A and Line A1) with a configurable time offset so that the second line starts at a different time rather than simultaneously. The total output across both lines sums to the original order quantity.

How to Split an Order

1. Click on an order allocation on the Gantt chart.

2. Click the pen icon to open the order scheduling details.

3. Tick the checkbox for the additional asset you want to split the order onto.

The Scheduler performs a best-effort split so that the combined target production and duration adds up to the original order values.

Before splitting

After splitting — the second line starts at the configured offset

The time offset is reflected on the Gantt chart. Both lines run concurrently with the specified delay between them, and their combined output equals the original order quantity.

Dependency Visualisation

When an operation is selected on the Gantt timeline, dependency arrows show the relationships between linked operations.

Arrow styles differ by dependency type:

Arrow Style	Dependency Type
Solid line	Segment-level and order-level dependencies
Dashed line	Material dependencies

Order Dependency Toggle

The Order Dependency toggle in the Scheduler Settings drawer controls which arrows are displayed:

Toggle State	Arrows Shown
OFF (default)	Segment and material dependency arrows
ON	Segment and order dependency arrows

The Order Dependency toggle is saved per browser session and defaults to OFF.