Asset Planning

An overview of the Asset Planning screen in Texada WorkFlow.

In This Article

• Quick Reference
• Introduction
• The Asset Planning Screen
  • Orders Table
  • Asset Planning Timeline
  • Order Lines Panel
  • Forecast Panel
  • Work Orders Panel
• Create Order
  • Customer Search
• Edit Timeline Item
• Add Order Line

Quick Reference

• The Asset Planning screen in Texada WorkFlow provides you with a timeline view of customer orders, work orders, hauling orders, and other maintenance for your equipment. To reach this screen, select Asset Planning from the left navigation menu.
• The Asset Planning screen comprises three main sections: the orders table, the asset planning timeline, and the order details panels.
  • Orders table: Found at the top of the screen. Lists all current orders in your system. 
    • Click on an order to select it and load its details below the timeline. 
    • Click the pencil icon next to an order to edit it. 
    • Click the navigate icon next to an order to open driving directions for that order in a new browser window.
    • Click the filter icon next to an order to filter the asset planning timeline by items related to that order.
  • Asset Planning Timeline: Found below the Orders table. A timeline view of customer orders, hauling orders, and work orders across all equipment. Consists of a calendar, equipment list, and the timeline itself.
    • Click on a date in the calendar to display items in the timeline beginning with that date. Use the left and right arrows in the top corners of the calendar to navigate between months.
    • Click the right / down arrow / next to an equipment category or class to expand or collapse it. 
    • Click on a piece of equipment to view its information. 
    • Click and drag the left or right edge of a timeline item to change its start or end time. 
    • Click and drag a timeline item horizontally to reschedule it.
    • Click and drag a timeline item vertically to assign it to a different piece of equipment.
    • Click the X icon in the top-right corner of a timeline item to delete it.
    • Click on a timeline item to view additional information.
  • Order Details: Once you have selected an order from the Orders table, additional information about that order will appear at the bottom of the screen, below the asset planning timeline. 
    • Order Lines Panel: Lists the order lines for the selected order. Click on an order line to select it and reveal the Forecast and Work Orders panels. Click the pencil icon next to an order line to edit it. 
    • Forecast Panel: Appears once you have selected an order line from the Order Lines panel. Contains a forecast of the phases included in the currently-selected order line. Click the checkbox next to a phase to select it, then click the “Mark as done” button to mark selected phases as complete.
    • Work Orders Panel: Appears once you have selected an order line from the Order Lines panel. Contains an overview of the work orders included in the currently-selected order line.
• Other navigation tips:
  • Click the “Switch Timeline View” button at the top of the screen to adjust the scale of the timeline between daily, weekly, monthly, quarterly, and yearly views.
  • Click the “New Order” button at the top of the screen to create a new work order, delivery order, pickup order, or transfer order.

Introduction

The Asset Planning screen in Texada WorkFlow is designed to improve visibility across your organization and break down barriers between sales and operations. It allows you to verify the availability of your assets by providing a timeline view of customer orders, work orders, hauling orders, and other maintenance for your equipment.

To reach this screen, select Asset Planning from the left navigation menu.

The Asset Planning Screen

The Asset Planning screen is divided into three main sections. From top to bottom: the orders table, the asset planning timeline, and the order details panels (Order Lines, Forecast, and Work Orders).

• The orders table contains a list of the orders (contracts, hauling orders, and work orders) present in your system. It allows you to view and edit orders, open driving directions, and filter the asset planning timeline.
• The asset planning timeline provides a timeline view of orders and maintenance tasks across all equipment. It consists of a calendar, a list of equipment, and the timeline itself. You can review and reschedule items using the timeline.
• The Order Lines panel will appear below the timeline once you have selected an order from the orders table. Click on an order line to load the Forecast and Work Orders panels.

A more detailed description of the elements of this page can be found below.

1. Switch Timeline View Button
   Click to select a display style for the timeline (10) below, from the most granular (Day View) to the most high-level (Year View).
   • Day View: Order lines will be grouped by day and hour, with each column representing half an hour.
   • Week View: Order lines will be grouped by day, with each column representing an hour.
   • Month View: Order lines will be grouped by month, with each column representing a day.
   • Quarter View: Order lines will be grouped by quarter and month, with each column representing a week.
   • Year View: Order Lines will be grouped by year, with each column representing a month.
2. New Order Button
   Click to create a new order. See “Create Order” for more information. 
3. Reload All Button
   Click to reload the orders table (8) and the asset planning timeline (10).
4. Show Asset Search Toggle
   Click to show or hide the Asset filters (9). This will not affect any filters that have already been applied.
5. Show Order Search Toggle
   Click to show or hide the Order filters (7). This will not affect any filters that have already been applied.
6. Show Calendar Toggle
   Click to show or hide the calendar to the left of the asset planning timeline (10).
7. Order Filters
   Select or enter information into these fields to filter the Orders table (8) by the criteria selected. Click “Search Orders” to apply the currently-selected filters. Click “Reset” to clear all filters and display all orders.
8. Orders Table
   Lists the orders (contracts, hauling orders, or work orders) in your system.
9. Asset Filters
   Select or enter information into these fields to filter the asset planning timeline (10) by the criteria selected. Click “Search Assets” to apply the currently-selected filters. Click “Reset” to clear all filters and display all assets.
10. Asset Planning Timeline
    This tool allows you to see the customer orders, work orders, hauling orders, and other maintenance tasks associated with each piece of equipment. 
11. Order Lines Panel
    Click on an order in the Orders table (8) to reveal the Order Lines panel. This panel lists the order lines for the selected order.
12. Forecast Panel
    This panel contains a forecast of the phases included on the current order line. Select an order line from the Order Lines panel (11) to reveal this panel. 
13. Work Orders Panel
    This panel contains the list of work orders included on the current order line. Select an order line from the Order Lines panel (11) to reveal this panel. 

Orders Table

Orders are listed in this table. See “Working with Tables in Texada WorkFlow” for information on how to interact with this table.

By default, this table will display all of the contracts (customer orders) in your system. Using the order filters at the top of the Asset Planning screen, you can filter this table to display hauling orders or work orders instead.

1. Edit Order
   Click the pencil icon next to an order to edit it. See “Edit Customer Order” for more information. 
2. Navigate Button
   Click the navigate icon next to an order to open driving directions for that order in a new browser window.
3. Order
   Click on an order to select it, and populate the Order Lines panel (11) with the order lines of that order.
4. Show Assigned Button
   Click the filter icon to filter the asset planning timeline (10d) by items assigned to this order.

Asset Planning Timeline

This tool allows you to see the customer orders, work orders, hauling orders, and other maintenance tasks associated with each piece of equipment. 

1. Calendar
   Use the left and right arrows in the top corners of the calendar to navigate between months. Click on a date to display items in the timeline (4) beginning with that date.
2. Equipment Category / Class
   Click the right / down arrow / next to an equipment Category or Class to expand or collapse it. 
3. Equipment
   Click on a piece of equipment to view its information. 
4. Timeline
   Orders and maintenance tasks assigned to each piece of equipment will appear at their scheduled time on the timeline. The timeline starts on the date selected on the calendar (1); the amount of time each column represents is determined by the “Switch Timeline View” button at the top of the screen.
   • The colored bar along the top of a timeline item indicates its status: 
     • Blue: New, Open, or Scheduled
     • Green: Validated
     • Gray: Closed
   • If an order line causes a scheduling conflict, its text will be colored red. Note that items assigned to an equipment Class will never cause scheduling conflicts, as the specific piece of equipment to which they apply has not yet been finalized.
   • Click and drag the left or right edge of a timeline item to change its start or end time. 
   • Click and drag a timeline item horizontally to reschedule it.
   • Click and drag a timeline item vertically to assign it to a different piece of equipment.
   • Click the X icon in the top-right corner of an item to delete it.
   • Click on a timeline item to view additional information. See “Edit Timeline Item” for more information.

Order Lines Panel

Click on an order in the Orders table to reveal the Order Lines panel. This panel lists the order lines for the selected order.

1. Add New Button
   Click to add a new order line to the order. See “Add Order Line” for more information.
2. Edit Order Line
   Click the pencil icon next to an order line to edit it. See “Edit Order Line” for more information.
3. Order Line
   Click on an order line to select it, and reveal the Forecast panel and Work Orders panel for that order line.

Forecast Panel

This panel contains a forecast of the phases included on the current order line and allows you to schedule these phases on the asset planning timeline. Select an order line from the Order Lines panel to reveal this panel. 

1. Mark as Done Button
   Click to mark all selected phases as complete.
2. Select Phase
   Click the checkbox next to a phase to select it.
3. Phase
   Click and drag a phase from the Forecast panel into the asset planning timeline to schedule it. Once you have dropped a phase into the timeline, the Edit Timeline Item window will open automatically, giving you the opportunity to adjust the phase you have just scheduled.

Work Orders Panel

This panel contains the list of work orders included on the current order line. Select an order line from the Order Lines panel to reveal this panel. 

Create Order

Click the “New Order” button at the top of the Asset Planning screen to create a new order. You will be able to select from the following options:

• New Work Order: For performing maintenance on a piece of equipment.
• New Hauling Order:
  • Delivery Order: For delivering equipment to the job site.
  • Pickup Order: For picking up equipment from the job site.
  • Transfer Order: For moving equipment between locations.

Selecting any of these options will open the “Create Order” window, where you can enter the details of your order.

1. Search Customers Button
   Click to open the Customer Search window and select a customer and station for the order. See “Customer Search” for more information.
2. Order No.
   A default order number is generated for new orders. This number can be overwritten if desired.
3. Customer
   The customer for whom the order is being completed. Does not apply to transfer orders.
4. Station
   The station at which the order is being completed. Does not apply to transfer orders.
5. Station From
   Transfer orders only. The station from which the equipment will be moved.
6. Station To
   Transfer orders only. The station to which the equipment will be moved.
7. Planned Start Date
   The date and time at which the order is scheduled to be started.
8. Planned End Date
   The date and time at which the order is scheduled to be completed.
9. Create Button
   Click to create your order.

Customer Search

When creating a new order, click the “Search Customers” button at the top of the Create Order window to open the Customer Search window. This allows you to search for and select the customer and station for which your order will be completed.

1. Customer Search Filters
   Select or enter information into these fields to filter the Customers table (4) by the criteria selected. Click “Search” to apply the currently-selected filters. Click “Reset” to clear all filters and display all customers.
2. New Customer Button
   Click to create a new customer record. See “Create or Edit a Customer” (article forthcoming) for more information. The completed record will be added to the Customers table (4).
3. Show Search Toggle
   Click to show or hide the customer search filters (1). This will not affect any filters that have already been applied.
4. Customers Table
   Customers matching the current filters are listed here. See “Working with Tables in Texada WorkFlow” for information on how to interact with this table.
5. Select Customer
   Click the check mark icon next to a customer to select it. This will update the Stations table (7) to display stations for that customer.
6. New Address Button
   Click the new address icon next to a customer to add a new station to that customer.
7. Stations Table
   Contains a list of stations for the currently-selected customer. See “Working with Tables in Texada WorkFlow” for information on how to interact with this table.
8. Select Station
   Click the check mark icon next to a station to select it. This will close the Customer Search window and return you to the Create Order window. 

Edit Timeline Item

Click on an item in the asset planning timeline to edit it. Depending on the type of timeline item, you will be able to edit its Planned Start Date and Planned End Date as well as view invoice information.

1. Go To Customer Order
   Click to view the customer order to which this item belongs. See “Edit Customer Order” for more information. 
2. Go To Parent Order
   Work order line items only. Click to view the work order to which this item belongs. See “Edit Work Order” (article forthcoming) for more information. 
3. Planned Start Date
   The date and time at which the item is scheduled to be started.
4. Planned End Date
   The date and time at which the item is scheduled to be completed.
5. Save Button
   Click to save your changes.

Add Order Line

After selecting an order in the Orders table, click the “Add New” button in the top-left corner of the Order Lines panel to add a new order line to that order. This will open the Add Equipment window followed by the Edit Order Line window.

1. Add Equipment
   When the Add Equipment window is first opened, the filters will be automatically prefilled using information from the order, including start and end date, location, and category and class of needed equipment. These filters can be further adjusted as required.
   
   Select the equipment you want to add using the checkboxes, then click “Add Selected”. For more information on this window, see “Add Equipment”.
   
2. Edit Order Line
   In the Edit Order Line window, fill out the details for your order line as desired, then click “Save” to create it. For more information on this window, see “Edit Order Line”.