ProBalance 2010 © 2011 Proplanner We'd like to hear your feedback and questions. Please visit our forums at http://forums.proplanner.com to connect with Proplanner engineers. I ProBalance 2010 Table of Contents ProBalance 2010 1 Installing ................................................................................................................................... ProBalance 2 System Requirem .......................................................................................................................................................... ents 4 The User ................................................................................................................................... Interface 5 ProBalance ................................................................................................................................... Menus 7 Export................................................................................................................................... to AutoCAD Tools 11 Data Editors 12 Resource ................................................................................................................................... Editor 13 Model................................................................................................................................... Editor 15 Parts Editor ................................................................................................................................... 17 Station ................................................................................................................................... Editor 20 Task Editor ................................................................................................................................... 22 Task Sheet .......................................................................................................................................................... 23 Precedence Graph .......................................................................................................................................................... 26 Task Grouping .......................................................................................................................................................... 30 Ergonom ics .......................................................................................................................................................... 31 Consum ption.......................................................................................................................................................... 35 Line Balancing 37 Type I................................................................................................................................... Balance 42 Monum ental Resource .......................................................................................................................................................... Constraints 45 Type II................................................................................................................................... Balance 47 Reassign ................................................................................................................................... Work 50 Reports ................................................................................................................................... 51 Setting up a scenario 56 Single-Model ................................................................................................................................... Balance 60 Mixed-Model ................................................................................................................................... Balance 65 Single Model Tutorial 72 Mixed Model Tutorial 82 Manual Balance Tutorial 91 Multiple Operators Tutorial 95 Clusters and Lean Graph Tutorial 101 © 2011 Proplanner Contents II Station Compare Report Tutorial 108 Space Utilization Tutorial 115 Consumption Tutorial 120 Glossary 122 © 2011 Proplanner II 1 1 ProBalance 2010 ProBalance is a Proplanner line balance application which allows you to create line balancing scenarios with your current process data. There are two line balancing methods featured in the ProBalance software. Users can choose to either minimize the number of work stations (Type I), or minimize the Takt time for the operations (Type II). Type I line balancing requires the user to specify a Takt time from which the program determines the least number of work stations needed for the process. Type II line balancing requires the user to specify the number of work stations desired and based on this input, the minimum Takt time is calculated. Included with ProBalance is the option to line balance for a single or mixed model, one or multiple operators in a station, and for either a single or two sided production line. Two simple tasks are required to complete a line balance using ProBalance. First, users need to input their specific process data (example: ID, process time, precedence relationship). After the data is in the program, the second task is to create the actual line balance (Manually or ProBalance Generated) based on the user defined data. Details on how to complete these two tasks are described in the subsequent sections of this manual. Learn About Line Balancing Terms and Definitions The User Interface Creating a scenario Calculations and Results © 2011 Proplanner ProBalance 2010 1.1 2 Installing ProBalance To use ProBalance, you have three different options. You will see the screen similar to the one below each time you open ProBalance. Activate online To activate and register your copy of ProBalance, you may select the online activation option and you will see a window similar to the one below. Enter your Company Name, then click the Activate button. The Proplanner licensing server will be contacted and a valid license will be issued immediately. Activate by email To activate and register your copy of ProBalance by email, you may select this option and © 2011 Proplanner 3 you will see a window similar to the one below. Fill in your Company name, then click the Copy Info button. Then click on licensing@proplanner.com to start an email message and paste the info into the message. A Proplanner representative will respond with a license file. Once it is received, follow the steps below. You will receive your license file as a zipped email attachment from Proplanner. Save the email attachment to your computer to the location where the application is installed (typically, C:\Program Files\Proplanner\ProBalance). Open the file. You can do this by either double clicking and opening the file or by extracting the information in the file. To Extract the information from the file (right click on the zip file and select "Extract All"). This will create a new unzipped folder. Move the ProBalance.License file to the folder where the application is installed. Start free trial usage If you would like to try ProBalance, select this option to begin a 30-day trial period for fullfeature evaluation. A status bar will appear when you open ProBalance to indicate how many days remain on your trial license. If you have any issues or questions in regards to obtaining a license for ProBalance, please contact licensing@proplanner.com. To speak to a Proplanner representative directly, please call 515-296-3236. © 2011 Proplanner ProBalance 2010 1.1.1 4 System Requirements ProBalance requires Microsoft.NET Framework 3.5. To start the installation execute (double click) Setup.exe file. If the required .NET version is not found on the machine, the setup will automatically install it. © 2011 Proplanner 5 1.2 The User Interface ProBalance provides users with an Excel-like user interface which makes data entry easy. Users can choose to manually type in process information or copy it from an external source. There are two main user interfaces used in ProBalance, the Data Editing (Figure 1.2-1) and the Line Balanc ing (Figure 1.2-2) interface. Data Editing Data Editing consists of Task, Station, Resource, Model, and Parts editors. In the Task Editor, users define process information such as the ID, process time, and the precedence diagram. All model-related information, such as demand percentages, is entered into the Model Editor. Tools, machines and other resources can be entered into the Resource Editor, leaving all of the work station related details to be defined in the Station Editor. The user can define the parts to be consumed in the Parts Editor. To learn more about the different editors provided in ProBalance either click on the name of the editor or reference the Data Editing section of this manual. Fi g u re 1 .2 -1 : D a ta e d i ti n g u se r i n te rfa ce Line Balancing The Line Balancing interface displays the line balancing output for the created scenario. Depending on whether the user desires a Type I or a Type II line balance, different information is required. After the balance, line balancing outputs - generated either manually or by ProBalance - are © 2011 Proplanner ProBalance 2010 6 displayed in the form of a graph. The output contains useful information about time, task details, and any violations (Resource, Precedence, etc.) per station. Calculated results can be viewed and printed from two separate reports located in this part of ProBalance. Fi g u re 1 .2 -2 : L i n e b a l a n ci n g u se r i n te rfa ce © 2011 Proplanner 7 1.3 ProBalance Menus File The File menu option is visible for all line balancing tabs and views. 1. New Scenario/ Open Scenario/ Close Scenario: Allows the user to open, close, or create a new scenario. 2. Save/Save As: This feature allows the user to save an existing scenario. The Save As feature allows the user to save an existing scenario under a different name. This is an important feature as the user can create several different scenarios from the same line balance data. 3. Print: The print options such as Page Setup, Print Preview, and Print are visible only for the Balancing Station View. 4. Export FlowPlanner: The export to FlowPlanner menu allows the user to send updated location information for parts that have been reassigned due to a rebalance. 5. Properties: The properties window provides scenario information such as, scenario name, created by, created on, last modified by, last modified on, line side (Single or Multiple), Work Zone, time units, and additional comments. © 2011 Proplanner ProBalance 2010 8 Edit The Edit menu is visible for all line balancing tabs and views. 1. Find: The Find feature enables the user to search for an activity in the task list. The user can search by ID, Name, Task No., Net Time and Line side. Fi g u re 1 .3 -4 : Fi n d w i n d o w 2. Takt Tim e: This menu options is only activated in the balancing station view. This feature allows the user to draw a different Takt time line on the graph. © 2011 Proplanner 9 3. Preferences: The preference menu lets the user modify settings. You may: Set the graph node legend for the precedence graph. The user can set it to ID, or DESCRIPTION, or ID:DESCRIPTION. Set the decimal precision for time values. Set the start up path to any folder on the machine. Set up the Work Zones for tasks and stations. Separate the zones by a comma, for e.g., a station could have zones like, left, right, inside, outside, front, back etc. Type in all these in the work zones section. These zones are then visible to the user through drop down lists in the Task sheet and the station editor. 4. Ergo no m ics Attributes: The ergonomics attributes sheet allows the user to associate several ergonomic attributes to a task. The user can create these attributes in the Ergonomics Attributes Control. View The View menu is visible for all line balancing tabs and views. It allows the user to select an editor or the balancing station view. © 2011 Proplanner ProBalance 2010 10 Balance The Balance menu is visible only in the balancing station view. Fi g u re 1 .3 -7 : Ba l a n ce m e n u 1. Auto Balance: Allows the user to provide the desired Takt time or desired number of stations for the line balance. 2. Clear All Assignm ents: After a balance is generated, the tasks get assigned to a work station. Clicking this menu option removes all tasks from all stations. 3. Rem o ve Em pty Statio ns: Allows the user to remove empty stations form the balance. Report The report menu is visible for all line balancing tabs and views. 1. Balance Repo rt: Shows idle time and utilization of each station. 2. Statio n Sum m ary Repo rt: Summarizes the tasks in each station. Displays the models, times and resources for the tasks. 3. Sc enario Co m pare Repo rt: The scenario compare report allows the user to compare two line balance scenarios. 4. Ergo no m ics Repo rt: The ergonomics report shows the ergonomic attribute of each task by station. © 2011 Proplanner 11 1.4 Export to AutoCAD Tools The line balance data can be exported to the AutoCAD tools, WorkPlace Planner and FlowPlanner. Export to WorkPlace Planner The line balance routine assigns tasks to stations. The work location data for each task indicates where in the station the task is physically being performed. Along with the work location, the user will also provide the dimensions/block for the part container and dimensions/block for the resource. All of this information can be exported to WorkPlace Planner. To do this: Save the scenario file after the balance has been completed. Make sure that the tasks have work locations assigned. THE FILE IS SAVED AS AN .XM L. Open the scenario in the Sequence tab of work place planner and provide a sequence. Export to FlowPlanner The line balance data for Flow Planner is mainly tied to parts. As the line balance scenario is modified, tasks get assigned to different stations and as a result the consumed parts move as well. The Flow Planner input is a list of the old locations and new locations of parts. In order to export the new locations to Flow Planner: Ensure that every consumed part has CLOC and PLOC. The CLOC (current location) would be the location the task has moved to and the PLOC (previous location) would be the location the task was originally assigned to. Click on the File menu and choose the Export FlowPlanner option. Provide a name for the output file and click OK. THE FILE IS SAVED AS A .CSV. © 2011 Proplanner Data Editors 2 12 Data Editors There are four interrelated data entry sheets in ProBalance. These four editors allow you to either type in the data or copy and paste information from a spreadsheet like Microsoft Excel. The data can also be imported from existing ASCII text files. Please contact the Proplanner support team for assistance in importing existing data formats. The work-flow for entering data into ProBalance is shown in Figure 2-1. Each editor can be accessed from the view menu (Figure 2-2). Fi g u re 2 -1 : D a ta i n p u t fl o w Fi g u re 2 -2 : Acce ss d a ta e d i to rs th ro u g h Vi e w m e n u © 2011 Proplanner 13 2.1 Resource Editor Keeping track of available resources in a plant is very important. ProBalance accounts for this importance by allowing users to map resources to a specific task and/or location. Actual tools can be defined and then grouped into user-defined classes. Users can either create new resource information or copy existing information into the resource editor to make data entry quick. Located in the Resource Editor are the following five columns: 1. ID: The ID of a resource is an unique identifier that the user needs to define. The ID can be the actual asset number of the resource, a make- or brand-based ID, or an ID based on the location of the tool (e.g. ABC7862, Kraft001, Drill001 or Assy001). 2. Type: ProBalance allows users to define resources and resource classes in the resource editor. The type is either a resource or a class. For example Drill001 would be a resource of the Drill class. 3. Des criptio n: A detailed description of the resource allows users to more readily recognize the resources. 4. Clas s: The Class column allows users to associate a resource to a specific class. A class is a group of resources that are generally similar (e.g. the class "Wrench" may contain twelve different wrenches). After a user defines a class, the class ID will appear in this drop down list. The user can then assign the appropriate class to the resource being added. 5. Is M o num ental: The "Is Monumental" column needs to be checked for resources that are fixed or are monuments. These are resources that cannot be moved from their positions like a fixture, hoist, machine, etc. © 2011 Proplanner Data Editors 14 6. W idth: This field is the actual WIDTH of the resource. In case the resource does not have an block defined in AutoCAD, we will use this width to draw an outline of the tool. Enter the width in the same units that the AutoCAD layout uses. Units are not defined in ProBalance, so maintain consistency between entries in ProBalance and the AutoCAD layout. 7. Depth: This field is the actual DEPTH of the resource. In case the resource does not have an block defined in AutoCAD, we will use this length to draw an outline of the tool. Enter the depth in the same units that the AutoCAD layout uses. Units are not defined in ProBalance, so maintain consistency between entries in ProBalance and the AutoCAD layout. 8. Blo c k Nam e: This is the block that would be used in AutoCAD to depict this resource. Since we export this data to AutoCAD, the block would automatically be used in flow and work place analysis. 9. Lineside W idth: This is the lineside width required by a tool on the floor (the footprint of the tool). The value entered here is checked against the value entered for available lineside width at a station, as is the required lineside width for any parts used. In this way, we can determine how much of the available space at a station is being used and how much space is available. The units used for the Lineside Width need to be consistent across resources, parts, and stations, but these are the only three areas where this information is used. Typically, users choose to enter measurements in meters or feet. This data is also exported to WorkPlace Planner and Flow Planner. © 2011 Proplanner 15 2.2 Model Editor ProBalance supports both single-model and mixed-model line balancing. The model editor allows you to define models and options along with their demand percentages. Both the M o del Sheet ( Figure 2.2-1) and the Optio n Sheet (Figure 2.2-2) are located in the model editor. Model Sheet Figure 2.2-1: Model Sheet The Model Sheet contains the following columns (Figure 2.2-1): 1. ID: The ID of the model being considered in the line balance. 2. Des criptio n: A description of the model. 3. Dem and Percentage: The demand percentage of a model is the proportion of total production that the specific model entails. For example, consider a company which manufactures 100 vehicles in a month. Out of the 100 vehicles, 30 are luxury, 25 are deluxe, and 45 are standard. Based on this information, the demand percentage entered into ProBalance should be .30 for luxury, .25 for deluxe, and .45 for standard vehicles. For any given model, the calculation is Demand Percentage = (number of Specific Model items in order) / (total number of items in order). ProBalance uses this information to calculate the net take rate (probability of occurrence) of the activities mapped to these model types. Option Sheet © 2011 Proplanner Data Editors 16 The option sheet allows you to list all optional parts and components available for a model. Fi g u re 2 .2 -2 : Op ti o n Sh e e t The Option Sheet contains the following columns (Figure 2.2-2): 1. ID: The ID of the options being considered in the line balance. 2. Des criptio n: A description of the option. 3. Penetratio n Percentage: The penetration percentage is the probability of occurrence for a specific option. © 2011 Proplanner 17 2.3 Parts Editor The Parts Editor contains two worksheets: the parts sheet and the containers sheet. Parts Sheet The parts editor allows the user to import a list of parts that will be consumed on the line. This will help the user after the balance by providing a list of parts needed at each station. Fi g u re 2 .3 -1 : Pa rts Sh e e t Part ID: Provide the ID of the part by either pasting it from an external source or by typing it in. Part Descriptio n: Provide a part description. Co ntainer ID: The container for this part. Containers are created in the Containers tab of the Parts Editor. After containers are created, the container can be selected from a drop-down in the container column here. Co ntainer Qty: This is the number of containers being moved at one time. Parts Per Co ntainer: The standard pack size of this part. Lineside W idth: This is the lineside width required by a part on the floor (the footprint of the part). The value entered here is checked against the value entered for available lineside width at a station, as is the required lineside width for any tools used. In this way, we can determine how much of the available space at a station is being used and how much space is available. The units used for the Lineside Width need to be consistent across resources, parts, and stations, but these are the only three areas where this information is used. Typically, users choose to enter measurements in meters or feet. This data is also exported to WorkPlace Planner and Flow Planner. © 2011 Proplanner Data Editors 18 Containers Sheet Fi g u re 2 .3 -2 : Co n ta i n e r Sh e e t The containers sheet lists all the part containers. The following fields are required ID: A unique identifier for each container. Descriptio n: This is the description of the container. W idth: This field is the actual WIDTH of the container. In case the container does not have an block defined in AutoCAD, we will use this width to draw an outline of the container. Enter the width in the same units that the AutoCAD layout uses. Units are not defined in ProBalance, so maintain consistency between entries in ProBalance and the AutoCAD layout. Depth: This field is the actual DEPTH of the container. In case the container does not have an block defined in AutoCAD, we will use this width to draw an outline of the container. Enter the depth in the same units that the AutoCAD layout uses. Units are not defined in ProBalance, so maintain consistency between entries in ProBalance and the AutoCAD layout. Blo ck Nam e: This would be the block in AutoCAD that is used to depict this container. Since we export this data to AutoCAD, the block would automatically be used in flow and work place analysis. The advantage of entering all the parts data and associating it with tasks is that after completing a line balance, a list of parts for each task at a station is provided. © 2011 Proplanner 19 Fi g u re 2 .3 -3 : L i n e Ba l a n ce Sn a p sh o t - Pa rts a re l i ste d w i th ta sks © 2011 Proplanner Data Editors 2.4 20 Station Editor The current work stations assigned to a production line can be defined in the Station Editor. This provides the option to enter information about a specific work station, such as whether it is left- or right-line side, which resources are available, and the number of operators at the station. Fi g u re 2 .4 -1 : Sta ti o n Ed i to r The Station Editor contains the following seven columns: 1. ID: The ID is a unique identifier of the work station. The ID can be based on a certain production line, the nearest column in the layout, or on the assembly being created--the station naming technique is up to the user. 2. Descriptio n: A brief description of the station. 3. Order: The station order column indicates the order in which stations appear on the production line. For example, the first station on a line is given an order number of 1 and the fifth station is given an order number of 5. 4. Reso urces: A resource (tool) can be associated with a specific station in this column. This is a critical step, since the line balancing operation will flag any resource violations based on what the user enters here. If a resource required by a task is not mapped to the station the task is assigned to, a flag will notify the user. The resource column contains a drop list with all of the tools and resources eligible to that station. Users can then select the resource from the list. All of the resources and tools available in this column were entered in the Resource Editor . 5. Zo nes: A station could have multiple zones, indicating that the operator can work in different areas of the work station. In order to add zones, create a comma separated list of the © 2011 Proplanner 21 applicable zones and map them to a station. Note: The zones here should match the list of zones in the Preferences menu. 6. Operato r Co unt: Enter the number of operators per station in the operator column. Each station can have one or more operators. The amount of work allotted to a station will depend on the number of operators. 7. Available W idth: This is the lineside width available at a station (the footprint of the tool). The value entered here is used to check how much available space is taken up by the resources and parts assigned to the station. We can determine how much of the available space at a station is being used and how much space is still available. The units used for the Lineside Width or Available Width need to be consistent across resources, parts, and stations, but these are the only three areas where this information is used. Typically, users choose to enter measurements in meters or feet. This data is also exported to WorkPlace Planner and Flow Planner. © 2011 Proplanner Data Editors 2.5 22 Task Editor The task editor allows you to enter data on processes (also called tasks or activities). Each row in the task editor's Task Sheet is an activity (or task) and every task entered m ust have an ID and a Pro cess Tim e. The other columns are for additional information that the user can add if desired. In addition to the Task Sheet, there are two other tab pages within task editor. Each of these allows you to specify even more information about your process. One page contains a userdefined Precedence Graph and the other provides the option to group tasks together (Task Grouping). All operations that will be included in the line balance must be entered into the task sheet and also have the precedence specified in the Precedence Graph. Figure 2.5-1 shows the task editor with the Task Sheet open. The other tabs are available at the bottom of the task sheet. Fi g u re 2 .5 -1 : Ta sk Ed i to r w i th Ta sk Sh e e t d i sp l a ye d 1. File Open/Close/Save and Find 2. Task Sheet 3. Precedence Graph 4. Task Grouping © 2011 Proplanner 23 2.5.1 Task Sheet The task sheet is where you can enter task related details and map model, option, and resource data. Clicking the tag on the column heading gives the option to filter the task data according to unique items in that column. The fields described below with a (W PP) designation, indicate that those data fields are saved from ProBalance and transferred to the Proplanner Workplace Planner application. The Task Sheet contains the following eighteen columns: 1. ID: The ID of a task is a unique identifier. The ID can be as simple as 1,2,3 or could be based on the manufacturing process (Assembly01 or Inspect01), line location or workstation (Stn60301), or by the product being manufactured (Chassis01). The numbering scheme is up to the user. 2. Des criptio n: The description column allows users to enter information to identify the task. 3. Type (W PP): The process type column helps identify value-added or non-value added tasks. A "M" type implies it is a manual process, a "W" type implies it is a walk process and an "I" type implies it is a combination of walk and a manual process. Typically a walk process is 0% value added and a manual process is 100% value added. 4. Tim e (W PP): There are three types of times being tracked within the tool. Process Time, Walk Time and Machine Time. If the user has only one time for the task, that time should be entered in the Process Time column. Pro c ess Tim e: The process time is the time value-added work is done. W alk Tim e: The walk time is the time spent doing non-value-added work (e.g. walking). This field is required if using ProBalance in conjunction with WPP. M ac hine Tim e: The machine time is the time involved in doing non-value-added work (e.g. the user waiting on a machine cycle). This field is required if using ProBalance in conjunction with WPP. 5. Freq.: The frequency of the activity within the process plan. By default, the frequency is set to one. 6. Occ .: How many times the activity occurs. By default the occurrence is set at one. 7. Net Tim e: The net time of the activity is computed as: [(Pro c ess tim e + M achine tim e) * Frequency + W alk Tim e]* Occurrence The net time computation can best be explained through an example. Suppose there is a process which requires tightening four bolts. Tightening one bolt consumes one second. After two bolts are tightened, the operator walks to a bin and picks up two more bolts and then returns and finishes the assembly. A one way trip to the bolt bin takes two seconds. For this scenario, the process time is one second, and the walk time is four seconds (round trip), per cycle. Frequency for the bolt tightening process is four, since the operator is tightening four bolts per cycle. The net time for this operation is calculated below. [(1+0) * 4 + 4] * 1 = 8 seconds This entire set could happen for every assembly coming down the line (as is the case above). The occurrence in such a case is 1, or for a specific set of assemblies (say 1 in every 4), the occurrence would then be 0.25. © 2011 Proplanner Data Editors 24 8. VA% (W PP): Value added percentage is a user input. The user can provide a percentage based on the value added content of the task. 9. NVA% (W PP): Non-value-added percentage is a user input. The user can provide a percentage based on the non-value added content of the task. 10.NVBN% (W PP): Non-value-added-but-necessary percentage is a user input. The user can provide a percentage based on the non-value added but necessary content of the task. Note: ProBalance does not automatically calculate the value-added or non-value-added content of the task. It is purely a user input. 11.M o dels: ProBalance handles both single- and mixed-model processes. With a single model, the user does not need to specify which model is being balanced and can leave this column blank. In the case of mixed models, the user can select any model which has already been defined in the Model Editor. A task is mapped to any model which is selected or typed into the model column. If the task is necessary for multiple models, users must separate each model name with a comma. 12.Net Take Rate: The net take rate is the probability of occurrence for a specific task. Its value is dependant on both the demand percentage for the models and the penetration percentage for the options that are mapped to the task. For example, consider a process for manufacturing three automobile models (standard, deluxe, and luxury). The demand percentage for the three models is 0.45, 0.25, and 0.30 respectively. Tasks which are only applicable to a “standard” model would have a net take rate of 0.45. A task which is used for "standard" and "deluxe" would have a net take rate of 0.70 (= 0.45 + 0.25). Finally if the task is used for all three models, the net take rate would be 1.00 (= 0.45 + 0.25 + 0.30). 13.Res o urces: The tools and machines required by the tasks are listed in the resource column. The user needs to first define all resources in the Resource Editor. Mapping a resource to a task provides information to ProBalance to flag the user if there is a missing resource after the line balance for the tasks has been generated. 14.Statio n: ProBalance computes the station assignment automatically. Once the line balance has been performed, the assigned station ID appears in the station column. All stations that currently exist on a production line can be defined in the Station Editor. 15.W o rk Lo catio n (W PP): The work location is where the work is physically being done within a station. This is a specific location within a station. This is a WPP input, so those just doing a line balance can leave this column blank. 16.Rem arks: The remarks column is a place for the user to add additional comments about the task. 17.Elem ent Data (W PP): Pre-determined time codes (MODAPTS, MTM-1, MMMM etc.) for the activity should be provided in the element data column. This again is a WPP input. 18.Zo ne: Each station can have multiple work zones in it. The user can define these zones and then map them to the task. ProBalance looks at the zone requirement of the task and assigns tasks to stations that have the corresponding zones. For instance, Station One could have three zones, L (Left), R (Right), A (Above), and Station Two has only one zone U (Under). Any underbody tasks would be assigned to Station Two, and no tasks requiring L, R or A would be assigned to Station Two. Refer to the documentation in Menus for Adding zones. Modify the config file by adding values to the key called Work Zone. For e.g. in the image below, Front, Back, Top etc. are new zones added to the application. The user can then add on the Zone © 2011 Proplanner 25 column and map the zone to the task. Fi g u re 2 .5 -2 : M a p p i n g zo n e s to a ta sk © 2011 Proplanner Data Editors 2.5.2 26 Precedence Graph The precedence graph is the most important part of ProBalance. The graph (Figure 2.5-3) depicts the order in which the activities (tasks) must to be done. Task assignments are made based on the precedence; no tasks will be assigned in an order that violates precedence. Figure 2.5-3: Prec edenc e Graph User Interfac e Highlights of Figure 1: 1. Zoom Controls 2. Default Assignment 3. Auto Arrange 4. Precedence Graph 5. Text Editor 6. Cluster List 7. View Type Based on the tasks listed in the task sheet, corresponding number of nodes (yellow circles) will be drawn in the precedence graph. The user must draw arcs between the nodes to depict the order in which the tasks should be done. The arcs can be created in two ways. First, they © 2011 Proplanner 27 can be drawn on the graph itself. Second, a worksheet is provided that allows the user to type in the correct predecessors for each task, which also generates the appropriate arcs. Clicking the default icon (2) will align all tasks in one straight line, indicating that the tasks are to be done one after the other. The auto arrange icon (3) re-draws the graph in an organized manner. Task ID's, Task Descriptions or Task ID's & Descriptions can be displayed on the Task nodes within the Precedence graph. These Task Display settings can be changed from the Precedence option on the Edit menu in the top left corner of ProBalance. Editing the Tasks As mentioned above, the Precedence graph can be edited in two ways: 1. Editing with the graph: The user has to draw arcs between the nodes to depict the order in which the tasks should be done. To draw an arc, move the cursor to the center of the node. The cursor will appear as a hand icon. Then click on the center and drag the cursor to the node to which the arc has to be drawn. Release the mouse button. The arc will be drawn. 2. Using the text edito r to edit: Each task in the precedence graph has a task number assigned to it. In order to define the graph with text, the user needs to provide task numbers of the preceding task(s). Note in the image below, Metal Cutting and Welding are done before the Hole Punch task, making both task 3 and task 2 predecessors of task 4. Fi g u re 2 .5 -4 : Pre ce d e n ce g ra p h e xa m p l e Fi g u re 2 .5 -5 : Co rre sp o n d i n g e n try i n te xt e d i to r © 2011 Proplanner Data Editors 28 Editing the Clusters Clusters are a concept implemented to simplify precedence graphs. Instead of seeing all the individual tasks in one view, the user can specify clusters to assign groups of tasks to. For example, an automotive manufacturer may want to assign all engine-related tasks to a cluster, and all frame-building tasks to another. In this way, the user can work through editing tasks in each cluster without worrying about all of the other tasks in the process, and then move on to the next cluster. A precedence between the clusters can be defined as well. 1. In order to create a cluster, change the view type to Cluster. 2. The user will see a default cluster present. In order to add new clusters, type the cluster name in the cluster column. 3. Once the clusters have been created, save the list. 4. At this stage, the user can define a precedence relationship among the clusters (the relationship of the tasks inside of the clusters will be defined later). 5. Next, change the view type to Task Graph. © 2011 Proplanner 29 6. Next to each task in the list below, the user can now provide the cluster this task belongs to. 7. Once the tasks have been assigned a cluster, the user will now see all the clusters listed in the Cluster drop-down (located next to the View Type). Select a cluster to see the tasks that are assigned to that cluster. 8. To create precedence for tasks within a specific cluster, select a cluster to be edited from the list. The corresponding tasks appear in the spreadsheet and in the drawing. You may either draw lines or define precedence by providing the TaskNo of the predecessor. © 2011 Proplanner Data Editors 2.5.3 30 Task Grouping The task grouping feature (Figure 2.5-8) in ProBalance allows you to group tasks together. This is an important feature for tasks that always need to be done together at one location. To create a group, select all the tasks that will be in the group, right click and select add to group. Users can add the tasks to an existing group or can create a new group. Note: Once the activities are grouped, they will act as one block or set of tasks. Defining a Takt time less than the total time of the group will result in an error. The user will be asked to define a time greater than the total time of the group. Fi g u re 2 .5 -8 : Ta sk Gro u p i n g i n te rfa ce © 2011 Proplanner 31 2.5.4 Ergonomics The ergonomics sheet allows the user to associate several ergonomic attributes to a task. The user can create these attributes in the Ergonomics Attributes Control. The ergonomics system in ProBalance works in the following manner 1. The user first defines attributes or body movements for the study. 2. Next the user sets a min, max and threshold values for each attribute. The user also defines the formula to be used to compute the summary of the attribute at each station. The summary formula is user-defined. For example, the summary could be sum of all the attribute values at a station. 3. The threshold value is the highest possible summary value. Any attribute that crosses the threshold is highlighted to the user. 4. For each task the user maps ergonomic attributes and puts in a value for each. 5. The user balances the line and assesses the ergonomic rating of each station. Defining Attributes 1. Open the Ergonomics Attributes Editor under the Edit Menu. 2. Each row in this editor corresponds to an ergonomic attribute. The system has a few default attributes pre-defined (Hand, Shoulder, Elbow etc.). 3. Each ergonomic attribute has the following properties We will use an example to best explain these properties. Say the shoulder attribute can have a lowest values of 0 and a highest value of 10 (0 being low stress and 10 being high stress). The threshold value is 30, this implies that the sum or average( or any other function the user may wish to use) of the shoulder attributes of all the tasks in a station cannot exceed 30. © 2011 Proplanner Data Editors 32 Nam e: This is the name of the attribute that is used by ProBalance. Note: The name of the attribute should contain only alpha-numeric characters. There should also not be any spaces in the name (e.g. SHOULDER). Display Nam e: The display name will be the name of the column that is displayed in the Ergonomics editor. Descriptio n: Typically, the same as the name but with more details. This is an optional step, and the description column can be left blank. M in Range Value: This is the lowest allowed value of the attribute (e.g. 0) M ax Range Value: This is the highest allowed value of the attribute (e.g.10). Thresho ld Value: The highest allowed summary value for an attribute across all tasks in a station (e.g. 30). Flag If Sum m ary Value < Thresho ld Value?: By default, the system will check to see if the summary value of a attribute is greater than the threshold. This flag should be set if the user wants the system to check in the opposite direction. i.e. to see if the summary is less than the threshold. Is Derived Co lum n: A derived column is one which contains a certain formula. This column allows the user to use existing columns to compute values. - This is a non editable column (read only), the value in this column is computed from other columns. - A derived column will not have a Min or Max value. At any time of defining attributes the user can insert a derived column. This column can contain a formula tied to the Net Time, Weighted Time or any other attribute column. The user can insert a Sum, Average, Max, Min, Standard Deviation formula in here. If the user wants to use more than a cell, the format should be FUNCTION([#ColumnName], [#ColumnName]). For e.g. Display the Net Time - "#NetTime" Display the sum of Attr001 and Attr002 - IsDerivedColumn="SUM([#Attr001],[#Attr002])" Display the maximum of the two columns - IsDerivedColumn="Max([#Attr001],[#Attr002])" The user can use standard MS EXCEL functions in this column. SummaryFormula: The summary formula is used in the line balance scenario. The summary values are computed for each attribute in a station. Then the threshold value is compared to the value in the summary column, which is also a formula column. The formula defined here is restricted to functions that work over a range of values, such as MAX, MIN, SUM, AVERAGE, PRODUCT etc. The summary value is compared to the threshold value, and the resulting cell is either green or red depending on the comparison result. The user can use standard Microsoft Excel functions in this column, but again, only those that work for a range of values. Mapping Values to Tasks 1. In the task sheet click on the Ergonomics tab. By default the Net Time and Weighted Time columns are always visible. Any other column is an attribute. © 2011 Proplanner 33 2. Then assign attribute values for each task. Note: the values must be within the max and min range from the attribute editor. The user is not allowed to type in a value out of the specified range. 3. The third step is to assign values to each attribute. Once the values are assigned the results can be seen in the Ergonomics tab of the Line Balancing View. © 2011 Proplanner Data Editors 34 Notes: In the situation shown above, Station BB001 has two operators and an ergo assessment is available for each. In order to move tasks between operators, the user has to be in the Station View. © 2011 Proplanner 35 2.5.5 Consumption The consumption sheet allows the user to associate parts to processes. The parts have been defined in the Parts Editor and the processes have been created in the Task Sheet. It is at the consumption screen the two come together. The columns in the consumption tab of the Task Editor include: Task No : The task number from the task sheet. Task ID: The task ID from the task sheet. Task Descriptio n: The task description from the task sheet. M o dels: Shows the models mapped to the task. Optio ns: Shows the options associated to the task. Statio n: Shows the station that is mapped to the task. PartID: Here the user will select the part that will be consumed by the process. In cases where the task consumes more than one part, right click on the part ID and select the Insert menu option. This will insert a second row in the part ID column and the user can now select another part. © 2011 Proplanner Data Editors 36 Part Descriptio n: Shows the description of the part (updated automatically after saving). Quantity: Allows the user to specify the quantity being consumed. CLo c: This is the current location of the part. For tasks which have been moved to new WorkStations, the CLoc will be transferred to the PLoc field and the CLoc field will be reset to blank. PLo c: The PLoc is the previous location. When a task is assigned to a different station, the old location of the task will become the PLoc and the new location will be the CLoc. NOTE: THE CLOC AND THE PLOC ARE BASED ON A USER INPUT. WE DO NOT STORE PART LOCATIONS AS A PART OF THE SCENARIO. © 2011 Proplanner 37 3 Line Balancing Once all of the necessary data has been entered in the data editors, the scenario is set up and a line balance can be generated. To go to the balancing station view, click on the View menu and select 'Balancing Station View'. Balancing Station View The balancing station view (Figure 3-1) is the results section of ProBalance. In this view, there are two main areas, the line balance graph and the task list for each station. The line balance graph in turn has two views, the station view and the value added view. Figure 3-1: Results window in ProBalanc e The following features are available in the Balancing Station View: 1. File Open/Close/Save and Find. 2. Auto Balance 3. Unassigned Processes 4. Line Balance Graph View 5. Model Legend 6. Station Selection © 2011 Proplanner Line Balancing 38 7. Task Details 8. Task Violations 9. Collapsible Views 10.Operator View 11.Graph Views A selection of these features are described in more detail below. File Open/Clo se/Save and Find: Allows users to open or save an existing file. The Find feature enables the user to search for an activity in the task list (Figure 3-2). The user can search by ID, Name, Task No., Net Time and Line side. Fi g u re 3 -2 : Fi n d co n tro l Auto Balance: The auto balance button allows the user to provide a Takt time or number of stations depending on the type of line balance desired (Figure 3-3). Fi g u re 3 -3 : Au to b a l a n ce co n tro l There are three steps involved in achieving line balance results: 1 Selecting the Balance Type: Minimizing number of stations or minimizing the Takt . time 2 Selecting the Balance Algorithm: Weighted Average Balance (Default) or Peak Model . Balance 3 Providing User Input: Specifying the Takt time or entering the number of stations . Unass igned Pro cess: The tasks that are not assigned to a station get placed in the unassigned © 2011 Proplanner 39 list. Before balancing the line, by default all tasks will appear in the unassigned list. Statio n Selectio n: The list of stations that exist will appear here. The user can select a station here or double click on the graph to view the tasks for that station. Task Details: The task list below the graph provides the following details: · ID: Provides the ID of the task · Description: Provides the Description of the task · Net Time: Provides the actual time of the task · Weighted Time: Provides the weighted time of the task (time with the model and option take rate applied) · Violations: Provides any resource, precedence, or monumental resource violations · Models: Provides the list of models mapped to the activity · Options: Provides the list of options mapped to the activity · Resources: Provides a list of resources consumed by the activity · Line Side: Provides the line side of the activity As with the columns in the Task Editor, clicking on the tag in the column heading allows the user to filter the task data according to the unique items in that column. Lean Graph (Check the 'Show VA/NVA Chart' box) The lean graph allows the user to visualize the value added percentages at each station. In order to do so, the value-added, non-value-added and non-value-added-but-necessary percentages for each task must be entered. The graph rolls up these values for each station, creating a chart similar to the one below. © 2011 Proplanner Line Balancing 40 Space Utilization View (Go to the 'Space Utilization View' tab) The space utilization view shows amount of space being utilized at each station. The available space is based on the 'Available Width' at a station. The space consumed by parts and resources is based on the Lineside Width of the containers and tools. © 2011 Proplanner 41 © 2011 Proplanner Line Balancing 3.1 42 Type I Balance Minimizing the number of stations is referred to as a Type I balance. This type of balance requires the user to specify a Takt time before ProBalance assigns tasks to stations. In this situation, ProBalance tries to minimize the number of stations required to complete the list of tasks at the given Takt time, while ensuring that the precedence relationship is maintained. Steps to create a Type I Line Balance 1. After defining task, resource, and model information, save the scenario and click on the "Balancing Station View" under the View option. A cell phone example scenario is provided in this manual and will be referenced in this Type I line balance section. To load this scenario data click on “File > Open Scenario” and then click Cellphone.xml. 2. Next go to the Balance Station View and click on the "Auto Balance" icon in the menu bar. 3. The auto balance option screen will appear. Select the balance type as "Minimize number of stations" and select Weighted Average Balance. 4. Next provide the desired Takt time and click OK. If you are following along using the cell phone scenario, type in 20 as the desired Takt time. Fi g u re 3 .1 -2 : Au to b a l a n ce scre e n 5. The line balance graph below shows that five stations were needed for the Takt time of 20 for the cell phone example. Below the figure is a list of details to notice in the line balance that was generated. © 2011 Proplanner 43 a. Statio n 1 contains only two tasks, T01 and T02. If the next task in the precedence graph was added to this station, it would exceed the user-defined Takt time. Also note that there is no resource violation in this station. Fixture01 was required for task T01 and is present at station ST01. b. Statio n 2 contains an option-related activity T04 for models M03 and M04. Note how the graph displays a larger time for both of these models due to the extra activity required. It is also important to notice the resource violation, which is due to the absence of the required soldering gun. c. Statio n 3 contains a monumental resource violation. Fixture02 is not available at station ST03. To correct this problem, the user can rebalance the line--and this time check the monumental resource box. Checking the 'Consider Monumental Resource Constraints' ensures that no monumental resource violations occur in the line balance. To see this in the cell phone example, click on the following link: monumental resources d. Statio n 4 has times exceeding Takt time for models M02 and M04. However, this is not a problem since the average time is still below the specified Takt time. This is the advantage of using the weighted average algorithm; even though a few models exceed Takt time, the station on average is below Takt. 6. Next balance the line again, but this time select the peak model balance algorithm. Again, use 20 © 2011 Proplanner Line Balancing 44 as the Takt time value. 7. The line balance graph shows that 5 stations were needed in this balance also. After the figure below is a list of details to notice in the peak model balance output. a. The task assignments for station ST01, ST02 and ST03 are identical to those in the weighted average balance. b. Station 4 does not contain as many tasks as it did in the weighted average balance. This is because the peak model logic does not allow any of models to contain any tasks that cause it to exceed Takt time within a station. The weighted average logic, on the other hand, considers it acceptable to exceed Takt for some models as long as the average time for the station is below Takt time. In the peak model case for the cell phones, task T11 (attaching antenna) was moved to station ST05. 8. Users have the option to reassign work after the line balance has been generated. Reference the Reassign Work section of this manual for more details. © 2011 Proplanner 45 3.1.1 Monumental Resource Constraints 1. From the Type I balance the user can see that station ST03 has a monumental resource violation (task T06). A resource Fixture02 is not available at the station. Fixture02 has been defined as a monumental resource, which implies that it cannot be moved from its assigned station. 2. The user can now assign the resource to any station. For this example, Fixture02 is assigned to station ST04. In order to do the assign the Fixture02 to ST04, click on view > station editor. Then click on the resource column for station ST04 and select the resource Fixture02. If the line is rebalanced with the same Takt time and the monumental resource box checked, the following balance is generated. © 2011 Proplanner Line Balancing 46 3. The balance shows that activity T06 now gets assigned to station ST04. This results in the whole balance moving up by one station. A station New1 is created to accommodate the shift. 4. The monumental resources and the stations they belong to should be kept in mind while drawing the precedence diagram. A task that needs a tool which is on the latter half of the line will create a rift in the balance if it is early in the precedence. © 2011 Proplanner 47 3.2 Type II Balance Minimizing the Takt time (called the Type II balance) requires the user to specify the number of desired workstations. In this option, ProBalance tries to minimize the Takt time for the available list of tasks while ensuring that the precedence relationship is maintained. Steps to create a Type II Line Balance 1. After defining task, resource and model information, save the scenario and click on the "Balancing Station View" in the View menu. A cell phone example scenario is provided with this manual and will be referenced in this Type II line balance section. To load this scenario data click on “File > Open Scenario” and then click Cellphone.xml. 2. Next go to the Balance Station View and click on the "Auto Balance" icon in the menu bar ( Figure 3.2-1). Fi g u re 3 .2 -1 : Au to Ba l a n ce i co n 3. Select the balance type as "Minimize Takt Time" and select Weighted Average Balance (Figure 3.2-2). 4. Next provide the desired number of stations and click OK. If using the cell phone example scenario, type in 3. Note: The user cannot specify a number higher than the number of stations defined in the station editor. In order to increase the number of stations in the balance, add stations in the station editor. © 2011 Proplanner Line Balancing 48 Fi g u re 3 .2 -2 : Au to b a l a n ce scre e n 5. The line balance graph for the cell phone example shows that a Takt time of 27.98 is needed for all tasks to be completed in 3 stations (Figure 3). Click on Edit > Takt time to represent Takt time with a line on the graph. Below the figure is a list of details to notice about the generated line balance. a. Statio n 1 has four tasks, which is twice the amount of tasks the station contained in the Type I example. Since the goal of a Type II line balance is to minimize the number of work stations, more tasks were assigned to each station. b. Statio n 2 has a monumental resource violation. Fixture02 is not available at the station © 2011 Proplanner 49 ST02. The user can rebalance the line and this time check the monumental resource box to ensure no monumental resource violations occur in the generated line balance. 6. As was the case with Type I line balancing, the user has the option to rebalance the line using the peak model algorithm. Please reference the Type I Balance section or the Glossary of this manual for details on the difference between weighted average and peak model. 7. Users have the option to reassign work after the line balance has been generated. Reference the Reassign Work section of this manual for more details. © 2011 Proplanner Line Balancing 3.3 50 Reassign Work Once the auto balance has been completed you can further fine tune the balance by manually moving work to different stations. To accomplish this, Right click on the tasks to be moved, select the 'Change Assignment' option. Next, select the station and/or operator to which the task should be assigned to (Figure 3.3-1). Rebalancing the line again through the 'Auto Balance' option will bring back the original balance. Fi g u re 3 .3 -1 : Ch a n g i n g Ta sk' s Sta ti o n Assi g n m e n t © 2011 Proplanner 51 3.4 Reports Station Summary Report The station summary report lists all of the tasks for each station and operator. It also provides work zone, model, option, time, resource, and parts information for each task. Fi g u re 3 .4 -1 : Sta ti o n Su m m a ry R e p o rt Balance Report The balance report provides utilization and idle times for each station and operator. It also provides the time breakdown by model and corresponding utilizations. © 2011 Proplanner Line Balancing 52 Fi g u re 3 .4 -2 : Ba l a n ce R e p o rt Station Compare Report The station compare report compares scenarios and indicates to the user the tasks, resources and parts that have moved from their original assignment. This is ideal in comparing lines operating at different Takt times. 1. Click on the reports menu and select the Station Compare Report. © 2011 Proplanner 53 Figure 3.4-3: Selec t the Stations to Compare 2. Next select Scenarios to be compared. 3. Select the criteria for comparison, parts, tools or tasks. 4. Finally select the stations to be compared. © 2011 Proplanner Line Balancing Fi g u re 3 .4 -5 : Ta sk, Pa rt, a n d To o l D i scre p a n ci e s D i sp l a ye d i n Sta ti o n Co m p a ri so n R e p o rt Ergonomics Report © 2011 Proplanner 54 55 Fi g u re 3 .4 -6 : Erg o n o m i cs R e p o rt © 2011 Proplanner Setting up a scenario 4 56 Setting up a scenario Setting up a scenario in ProBalance is a four-step process: 1. Setting up M o del Data: The model editor will contain the four basic models with their demand percentages defined. 2. Setting up the Reso urce Data: The resource editor will list all fixtures, solder guns, and test devices. 3. Setting up the Statio n Data: The station editor should list all stations needed for the process and the resources available at those stations. For this example, there will be five stations (ST01, ST02, ST03, ST04, and ST05). 4. Setting up the Task Data: Enter data on all the tasks (mentioned above), their corresponding times, and the tools they require. To demonstrate the ProBalance scenario creation process, a cell phone assembly with four different model options will be used as an example. Cell Pho ne M o del Types: 1. Basic: A cell phone with a case, battery, keypad, and display. 2. Standard: A cell phone with a case, battery, keypad, display, and speaker. 3. Deluxe: A cell phone with a case, battery, keypad, display, and camera. 4. Supreme: A cell phone with a case, battery, keypad, display, speaker, and camera. Along with the models, optional parts can also be associated with these cell phone models. Cell Pho ne Optio ns: 1. Battery: 4, 6 or 8 hour durations 2. Display: Regular or Color 3. Camera: 1.5x or 3x optical zoom © 2011 Proplanner 57 Fi g u re 4 -1 : Ce l l p h o n e m o d e l s The assembly process for these phones follows below. Based on the model type, each cell phone may or may not require every task listed. 1. Assemble the lower case and place the circuit board (use fixture01). 2. Place the microprocessor in the circuit board (Figure 4-2). Fi g u re 4 -2 : M i cro p ro ce sso r 3. Place the ROM, radio section, and the power unit next (use the soldering gun). 4. Place the camera phone unit. 5. Place the flash memory card into the card slot and secure (Figure 4-3). © 2011 Proplanner Setting up a scenario Fi g u re 4 -3 : Fl a sh m e m o ry ca rd 6. Place the display unit to the circuit board next (use fixture02). 7. Next place the keyboard pad on to the upper case (Figure 4-4). Fi g u re 4 -4 : Ke yb o a rd p a d 8. Next attach the speaker unit (use fixture03). 9. Attach the battery to the board. 10 Test battery with test unit BT90 (use testing device BT90). . © 2011 Proplanner 58 59 Fi g u re 4 -5 : Sp e a ke r u n i t 11 Attach the antenna to the circuit board and secure the upper and lower case together. . 12 Inspect part for defects (use testing device ISP765). . © 2011 Proplanner Setting up a scenario 4.1 60 Single-Model Balance The single-model balance option considers only one model being produced on an assembly line. Users do not need to define any model specific data for a single model balance. The following steps should be taken to set up the cell phone assembly example scenario. Resources 1. Click on the Resource Editor under the view menu (Figure 4.1-1). Fi g u re 4 .1 -1 : Acce ss R e so u rce Ed i to r th ro u g h th e vi e w m e n u 2. Provide resource details: ID, Description, Is Monumental, etc (Figure 4.1-2). Fi g u re 4 .1 -2 : R e so u rce d e ta i l s Note: The resource Fixture02 is a monumental resource. Stations 1. Click on the station editor under the view menu (Figure 4.1-3). © 2011 Proplanner 61 Figure 4.1-3: Ac c ess station editor from the v iew menu 2. Provide details and resources available at each station (Figure 4.1-4). Figure 4.1-4: Station details Note: The monumental resource Fixture02 is at the station ST02. Tasks 1. Click on the task editor under the view menu (Figure 4.1-5). Fi g u re 4 .1 -5 : Acce ss ta sk e d i to r fro m th e vi e w m e n u 2. Enter the task details in the Task Sheet next, such as ID, and Description. After this is completed, provide time data for each task. Each task in the cell phone example, contains process time only (Figure 4.1-6). © 2011 Proplanner Setting up a scenario 62 Fi g u re 4 .1 -6 : Ta sk d e ta i l s 3. Once the tasks times are defined, next map the resources being used by these tasks. Instead of scrolling left and right to view the resources the user can split the task sheet into separate panes (Figure 4.1-7). Fi g u re 4 .1 -7 : U se rs ca n sp l i t th e ta sk sh e e t i n to se p a ra te p a n e s Note: The resource Fixture02 is mapped to task T06. Precedence Graph The precedence graph defines a relationship between the activities and displays the order in which the activities are to be done. 1. Click on the precedence graph tab at the bottom of the Task Sheet. All activities can be seen here. Notice that there is no precedence relation defined at this stage (Figure 4.1-8). © 2011 Proplanner 63 Fi g u re 4 .1 -8 : Gra p h w i th Pre ce d e n ce U n d e fi n e d 2. Start defining the relationship between the tasks by clicking at the center of the task node and releasing at the next task. For our cell phone example the precedence diagram can be seen in Figure 4.1-9 below. Fi g u re 4 .1 -9 : Pre ce d e n ce g ra p h d e fi n e d b y u se r fo r ce l l p h o n e e xa m p l e A flow diagram (Figure 4.1-10) of the precedence diagram reads as follows: © 2011 Proplanner Setting up a scenario 64 Fi g u re 4 .1 -1 0 : Fl o w d i a g ra m d e scri b i n g p re ce d e n ce g ra p h Now that all of the data has been entered in the Resource, Station, and Task Editors, a line balance can be generated. Reference the line balancing section of this help manual to learn the steps necessary to calculate a line balance (Type I or Type II) for this scenario. © 2011 Proplanner 65 4.2 Mixed-Model Balance The mixed model line balance option considers a M IX, or a set, of models being produced on the same assembly line. Users need to define model specific data when using this option. The following steps should be taken to set up the cell phone assembly example scenario. Models 1. Click on the model editor under the view menu (Figure 4.2-1). Fi g u re 4 .2 -1 : Acce ss M o d e l Ed i to r fro m th e vi e w m e n u 2. Provide the model details (ID, Description, and Demand Percentage ), in the Model Sheet ( Figure 4.2-2). Fi g u re 4 .2 -2 : M o d e l d e ta i l s 3. Provide the option details (ID, Description, and Penetration Percentage), in the Options Sheet ( Figure 4.2-3). © 2011 Proplanner Setting up a scenario Fi g u re 4 .2 -3 : Op ti o n s d e ta i l s Resources 1. Click on the Resource Editor under the view menu (Figure 4.2-4). Fi g u re 4 .2 -4 : Acce ss R e so u rce Ed i to r th ro u g h th e vi e w m e n u 2. Provide resource details: ID, Description, Is Monumental, etc (Figure 4.2-5). Fi g u re 4 .2 -5 : R e so u rce d e ta i l s Note: The resource Fixture02 is a monumental resource. © 2011 Proplanner 66 67 Stations 1. Click on the station editor under the view menu (Figure 4.2-6). Fi g u re 4 .2 -6 : Acce ss sta ti o n e d i to r fro m th e vi e w m e n u 2. Provide details and resources available at each station (Figure 4.2-7). Fi g u re 4 .2 -7 : Sta ti o n d e ta i l s Note: The monumental resource Fixture02 is at the station ST02. Tasks 1. Click on the task editor under the view menu (Figure 4.2-8). Fi g u re 4 .2 -8 : Acce ss ta sk e d i to r fro m th e vi e w m e n u 2. Enter the task details in the Task Sheet next, such as ID, and Description. After this is completed, provide time data for each task. Each task in the cell phone example, contains process time only (Figure 4.2-9). © 2011 Proplanner Setting up a scenario 68 Fi g u re 4 .2 -9 : Ta sk d e ta i l s 3. Once the tasks times are defined, next map the resources being used by these tasks. Instead of scrolling left and right to view the resources the user can split the task sheet into separate panes (Figure 4.2-10). Fi g u re 4 .2 -1 0 : U se rs ca n sp l i t th e ta sk sh e e t i n to se p a ra te p a n e s Note: The resource Fixture02 is mapped to task T06. 4. Map the models and options to the tasks next (Figure 4.2-11). © 2011 Proplanner 69 Fi g u re 4 .2 -1 1 : M a p p i n g m o d e l s a n d o p ti o n s to ta sks Rows 4 and 8 (Figure 4.2-11) depict tasks specific to the standard, deluxe, and supreme models. These are tasks specific to the speaker and the camera attachment. At this stage the user can define options if needed (Example: camera could be a 1.5x or a 3x). Precedence Graph The precedence graph defines a relationship between the activities and displays the order in which the activities are to be done. 1. Click on the precedence graph tab at the bottom of the Task Sheet. All activities can be seen here. Notice that there is no precedence relation defined at this stage (Figure 4.2-12). © 2011 Proplanner Setting up a scenario 70 Fi g u re 4 .2 -1 2 : Pre ce d e n ce g ra p h u n d e fi n e d 2. Start defining the relationship between the tasks by clicking at the center of the task node and releasing at the next task. For our cell phone example the precedence diagram can be seen in Figure 13 below. Fi g u re 4 .2 -1 3 : Pre ce d e n ce g ra p h d e fi n e d b y u se r fo r ce l l p h o n e e xa m p l e © 2011 Proplanner 71 A flow diagram (Figure 4.2-14) of the precedence diagram reads as follows: Fi g u re 4 .2 -1 4 : Fl o w d i a g ra m d e scri b i n g p re ce d e n ce g ra p h Now that all of the data has been entered in the Model, Resource, Station, and Task Editors, a line balance can be generated. Reference the line balancing section of this help manual to learn the steps necessary to calculate a line balance (Type I or Type II) for this scenario. © 2011 Proplanner Single Model Tutorial 5 72 Single Model Tutorial Tuto rial Objective: This tutorial section will show you how to create a single model line balance. Please use the sample scenario file SinglePum ps.xm l (located in the Samples Directory of your ProBalance folder) for this tutorial. Step 1: Opening a scenario I. Open the tutorial scenario file called SinglePumps.xml. File > Open Scenario. Fi g u re 5 -1 : To o l b a r o ve rvi e w II. The data will load into the task editor as shown in Figure 5-2 below. To view the precedence graph, click on the “Precedence Graph” tab located at the bottom of the task editor. Fi g u re 5 -2 : Ta sk Sh e e t i n th e Ta sk Ed i to r Step 2: Editing the basic data I. Editing the basic data in the “Task Sheet” is very simple. Spend a few minutes modifying © 2011 Proplanner 73 some of the data currently in the sheet. Try changing the Description, Value Added % (VA %), Line side, etc. If you change the process time or ID number, it will affect the line balance results shown in this tutorial. Save the changes to the scenario by clicking on File > Save or Save as. II. Next go to the “Precedence Graph” tab, and try editing information in the precedence graph (Figure 5-3). Delete the arc from PP01S-1 to PP01S-2 and add an arc between 40S-004 to PP01S-2. To delete an arc, click on the arc and select delete on your keyboard. To add an arc, move the mouse pointer around the center of the task from which you want to draw the arc, left click and drag the arc to the task you want to connect to. Save the precedence diagram. The diagram will be redrawn optimally (Figure 5-4). Fi g u re 5 -3 : Pre ce d e n ce Gra p h b e fo re th e a rc d e l e ti o n Fi g u re 5 -4 : Pre ce d e n ce Gra p h a fte r th e a rc d e l e ti o n Step 3: Reviewing & editing stations and resources I. Go to the Station Editor (View => Station Editor) to view the workstations defined for this tutorial. II. Go to the Resource Editor (View => Resource Editor) to view the resources defined for this tutorial. Note: Resource types may be either 'Resource' or 'Class'. A class is a more general name that contains several different individual resources. For example, a class "Drill" would likely contain several drills (DR01, DR02....) that are defined as 'Resource'. © 2011 Proplanner Single Model Tutorial 74 III. Now we will practice using classes. Select "Class" in the Type column and add a new class called ‘Hoist’. Next, add a new Resource called ‘Hoist-Fixture’ (select "Resource" as the Type). Check the ‘Is Monumental’ box, which means that the Hoist-Fixture is a monumental resource and cannot be easily moved. Once this is completed, you should see something like Figure 5-5 below. Fi g u re 5 -5 : Ad d i n g a cl a ss a n d re so u rce Step 4: Reviewing Parts and Containers I. Go to the Parts Editor (View > Parts Editor). In the Parts tab, review the parts that have been defined for this tutorial. II. Next, still in the Parts Editor, move to the Containers tab. Here, all of the containers used to present parts to the line are shown. You may have noticed that a Container ID of some parts was included in the Parts Tab. The containers there were selected from the list created here. © 2011 Proplanner 75 Fi g u re 5 -7 : Pa rts Ed i to r Co n ta i n e r Ta b Step 5: Reviewing Consumption I. Next, we will look at consumption. After a scenario has had parts and containers set up, the parts can be associated with the task that will consume them. This gives ProBalance the ability to report a parts list with each station after the balance. To review consumption, go to the Task Editor's Consumption Tab (View > Task Editor > Consumption tab at bottom). II. The consumption can be edited in this tab--try making some changes. Any of the columns that are white (Part ID, Quantity, etc) may be edited, but the grey columns are read-only in this tab. © 2011 Proplanner Single Model Tutorial 76 Fi g u re 5 -8 : Ta sk Ed i to r Co n su m p ti o n Ta b Step 6: Single-Model Line Balance I. Go to the properties window (File > Properties…) and change the ‘Line Type’ to ‘Single Model’. Note: This will not consider the values defined in the ‘Model Sheet’ of the model editor. II. The ‘Options Sheet’ in the Model editor allows defining options. You can create options here, and assign these options in the task sheet to different tasks. By doing so, the options value is taken into account while calculating the weighted time. Note: You can assign multiple option values to a task. If you plan to do so, please check the calculated weighted times for the tasks. III. Go to the ‘Balancing Station View’ (View > Balancing Station View). IV. Select ‘Auto Balance…’ (Balance > Auto Balance) or select it from the tool bar. Enter 47 seconds as the Desired cycle time (Takt). Fi g u re 5 -9 : Au to b a l a n ce m e n u © 2011 Proplanner 77 V. Leave the remaining values at their defaults and Select ‘OK’. A message saying the current assignm ent will be cleared will be displayed (Figure 7). Select ‘Yes’ to this prompt. Fi g u re 5 -1 0 : Cl e a r cu rre n t a ssi g n m e n t b e fo re p ro ce e d i n g VI. ProBalance will now automatically generate your initial task assignments (Figure 5-11). Fi g u re 5 -1 1 : Pro b a l a n ce L i n e Ba l a n ce VII. The screen view (above) shows the line balance for the entered cycle time (Takt Time). You can now select the appropriate station for which to view the work assignment. Violations, Resources, Line Side, etc. are also shown in this view. VIII. If tasks requiring a resource or a monumental resource are assigned to a station without the resource or if precedence is violated, a violation flag is displayed. These are the colored-in cells in the violation column. Clicking on a violation will give more information at the bottom of the application. © 2011 Proplanner Single Model Tutorial 78 IX. Notice that there were not enough stations initially defined in the ‘Station Editor’ to meet the specified Takt time, so new stations were automatically created by the application. Step 7: Manually fine-tuning the balance I. You can manually move tasks between stations in the Balancing Station View if you wish. Note: While manually moving tasks around, ProBalance will allow you to exceed the Takt time and violate precedence constraints. This will be evident from the chart, as well as the station summary listed in the lower portion of the display. II. Go to station ‘BB001’. Right click on task ‘40S-002’ and select ‘Change Assignment’ and select station ‘BB007’. By doing this the station time of ‘BB007’ has exceeded the specified Takt time (Figure 5-12). Fi g u re 5 -1 2 : Sta ti o n BB0 0 7 III. Go to station ‘BB002’ . You will see a precedence violation for task ‘40S-003’. Clicking on ‘P’ shows the task that is causing the violation (in this case ‘40S-002’). Fi g u re 5 -1 3 : Pre ce d e n ct vi o l a ti o n IV. Refer to the precedence diagram to verify the above violation (View > Task Editor => Precedence Diagram) © 2011 Proplanner 79 Fi g u re 5 -1 4 : Pre ce d e n ce d i a g ra m V. You can also exclude a task from the balance. Right click on row containing 40S-001 and select “Remove Assignment”. The task is removed from the station and the cycle time of the station is reduced. The task is moved to the “Unassigned Processes” to the left of the screen. VI. Clicking on the “Unassigned Processes” shows the unassigned task “40S-001”. Right click on the task and assign it to Station BB0002. Step 8: Searching I. Tasks can be searched by invoking ‘Find’ (Edit => Find or CTRL + F) in the “Balance Station View”. Figure 5-15 below shows the various criteria with which you can search for tasks. Try searching for any task with a net time greater than 3 seconds. Select NetTime, type in >3, and click 'Find'. Fi g u re 5 -1 5 : Fi n d co m m a n d Step 9: Reports There are four reports that can be generated in the Reports menu; examples of the two most-used appear below: I. Balance Report: In addition to displaying individual cycle times and utilization per station, this report also gives summary statistics at the top. The summary includes the maximum value, minimum value, and average value for station idle time, idle time, and utilization. © 2011 Proplanner Single Model Tutorial 80 Fi g u re 5 -1 6 : Ba l a n ce re p o rt II. Station Summary: This report gives detailed information for each station including which tasks are assigned to the station, the resources required at the station, and which resources are consumed there. © 2011 Proplanner 81 Fi g u re 5 -1 7 : Sta ti o n su m m a ry re p o rt © 2011 Proplanner Mixed Model Tutorial 6 82 Mixed Model Tutorial Tuto rial Objective: This tutorial will show you how to create a mixed model line balance. Please use the sample scenario file M ixed Pum ps.xm l (located in the Samples Directory of your ProBalance folder) for this tutorial. Step 1: Opening a scenario I. Open the tutorial scenario file called “MixedPumps.xml”. “File > Open Scenario”. Fi g u re 6 -1 : To o l b a r o ve rvi e w II. The data will load into the task editor as shown in Figure 6-2 below. To view the precedence graph, click on the “Precedence Graph” tab located at the bottom of the task editor. © 2011 Proplanner 83 Fi g u re 6 -2 : Ta sk sh e e t i n th e ta sk e d i to r Step 2: Editing the basic data I. Editing the basic data in the “Task Sheet” is very simple. Spend a few minutes modifying some of the data currently in the sheet. Try changing the Description, Value Added % (VA %), etc. If you change the process time or ID number, remember that your line balance results will not match those shown here. You may save any changes to the scenario by clicking on File > Save or Save as. II. Next go to the “Precedence Graph” tab, and try editing information in the precedence graph. (Again, changes mean that your results will not match those shown below). To delete an arc, click on the arc and select delete on your keyboard. To add an arc, move the mouse pointer around the center of the task from which you want to draw the arc, left click and drag the arc to the task you want to connect to. Any time the changes are saved, the diagram will be redrawn optimally. Step 3: Reviewing & editing stations and resources I. Go to the Station Editor (View > Station Editor) to view the workstations defined for this tutorial. II. Go to the Resource Editor (View > Resource Editor) to view the resources defined for this tutorial. Note: Resource types may be either 'Resource' or 'Class'. A class is a more general name that contains several different individual resources. For example, a class "Drill" would likely contain several drills (DR01, DR02....) that are defined as 'Resource'. Step 4: Reviewing Parts and Containers © 2011 Proplanner Mixed Model Tutorial I. 84 Go to the Parts Editor (View > Parts Editor). In the Parts tab, review the parts that have been defined for this tutorial. II. Next, still in the Parts Editor, move to the Containers tab. Here, all of the containers used to present parts to the line are shown. You may have noticed that a Container ID of some parts was included in the Parts Tab. The containers there were selected from the list created here. © 2011 Proplanner 85 Fi g u re 6 -4 : Pa rts Ed i to r Co n ta i n e r Ta b Step 5: Reviewing Consumption I. Next, we will look at consumption. After a scenario has had parts and containers set up, the parts can be associated with the task that will consume them. This gives ProBalance the ability to report a parts list with each station after the balance. To review consumption, go to the Task Editor's Consumption Tab (View > Task Editor > Consumption tab at bottom). II. The consumption can be edited in this tab--try making some changes. Any of the columns that are white (Part ID, Quantity, etc) may be edited, but the grey columns are read-only in this tab. © 2011 Proplanner Mixed Model Tutorial 86 Fi g u re 6 -5 : Ta sk Ed i to r Co n su m p ti o n Ta b Step 6: Mixed model balance I. Go to File > Properties and check that Mixed Model Balance has been selected. If not, select it. II. Go to the Model Editor (View > Model Editor). With the ‘Model Sheet’ tab invoked, you will see Large Pump, Medium Pump and Small Pump. Change the demand values to 0.2, 0.4, and 0.4 respectively. These values set the demand for the Large Pump at 20% and the demand for the Medium & Small pumps at 40% each. Note: For proper calculation, the demand % values should add up to 1. III. Next, go to the ‘Balancing Station View’ (View => Balancing Station View). Select Auto Balance (Balance=> Auto Balance). Enter cycle time = 47 and select ‘OK’. Fi g u re 6 -6 : Au to b a l a n ce m e n u IV. Select ‘Yes’ to the following message warning about clearing existing assignments. © 2011 Proplanner 87 Fi g u re 6 -7 : Cl e a r e xi sti n g a ssi g n m e n ts V. The following balance shown in Figure 6-8 will be generated. Fi g u re 6 -8 : Ge n e ra te d Ba l a n ce VI. The chart (above) documents a mixed model balance showing the time spent by each model in each station and the average time considering the model demand % and penetration %. Please note that for individual models, the graph shows the actual time spent by each model in every station. Since the average time bar considers the model demand % and penetration %, there is a possibility that the average time is not a straightforward mathematical average of the model times. Step 7: Manually fine-tuning the balance I. You can manually move tasks between stations in the Balancing Station View if you wish. Note: While manually moving tasks around, ProBalance will allow you to exceed the Takt time and violate precedence constraints. This will be evident from the chart, as well as the station summary listed in the lower portion of the display. II. Go to station BB002. Right click on task 40S-003. Select ‘Change Assignment’ and assign it to station BB003. This has caused the station time of BB003 to exceed the specified Takt time, as you can see in the ProBalance graph. III. You may also exclude a task from the balance. Right click on row containing 40S-003 and select 'Remove Assignment'. The task is removed from the station and the cycle time of © 2011 Proplanner Mixed Model Tutorial 88 the station is reduced. The task has been moved to the “Unassigned Processes” to the left of the screen. V. Clicking on the “Unassigned Processes” shows the unassigned task 40S-003. Right click on the task and assign it to station BB0002. Step 8: Searching I. Tasks can be searched by invoking ‘Find’ (Edit > Find OR CTRL + F) in the “Balance Station View”. Figure 6-9 below shows the various criteria with which you can search for tasks. Try searching for any task with a net time greater than 3 seconds. Select NetTime, type in >3, and click 'Find'. Fi g u re 6 -9 : Fi n d co m m a n d Step 9: Reports There are four reports that can be generated in the Reports menu; the most-used two appear below. These reports consider multiple models. © 2011 Proplanner 89 Fi g u re 6 -1 0 : Sta ti o n Ba l a n ce R e p o rt © 2011 Proplanner Mixed Model Tutorial Fi g u re 6 -1 1 : Sta ti o n Su m m a ry R e p o rt © 2011 Proplanner 90 91 7 Manual Balance Tutorial Tuto rial Objective: This tutorial section will show you how to create a manual line balance. It will also teach you how to use grouping and multiple zones on a line. Please use the sample scenario file SinglePum ps. xm l (located in the Help Directory of your Samples Directory of your ProBalance folder) for this tutorial. Step 1: Opening a scenario I. Open the tutorial scenario file called “Single Pumps.xml”. “File > Open Scenario” II. For clearing the existing task station assignments, go to ‘Balancing Station View’ and then select Balance => Clear All Assignments. Fi g u re 7 -1 : Cl e a r a l l a ssi g n m e n ts III. Next, go to File > Properties and check the Enable WorkZone Constraints. This will allow you to assign work to multiple sides of the line. © 2011 Proplanner Manual Balance Tutorial 92 Step 2: Assigning Groups I. Go to the Task Editor and select the Task Grouping tab. Highlight activities ‘40S-001’ and ‘40S-002’, right click and select ‘Add to Group…’. II. Create a new task group ‘U-Cup’. © 2011 Proplanner 93 III. A new group by the name is added ‘U-Cup’ is added. Fi g u re 7 -5 : Gro u p e d ta sks Step 3: Assigning line sides I. Go to the ‘Task Sheet’ tab and assign a zone. Change the zone of ‘40S-001’ and ‘40S-002’ to Right. Fi g u re 7 -6 : Ch a n g e l i n e si d e fo r tw o ta sks II. Similarly make the task ‘PP01S-5’ a right side task too. Step 4: Manually balancing I. Go to ‘Balancing Station View’. (View > Balancing Station View) and open the ‘Unassigned Processes’ window on the left. Hint: You can anchor the ‘Unassigned Processes’ by clicking on the top-right button. Select it again to close it. II. Assign a Takt time (Edit > Takt Time) and change it to 50, which essentially serve as a marker in the graph and for reporting purposes. III. Select tasks 1 through 5 in the ‘Unassigned Processes’ list, right click and assign to station ‘BB001’. An error is shown that a right side activity cannot be assigned to the left hand side station. Note that all stations are left side stations. IV. Go to the Station Editor and change station ‘BB002’ to right side and go back to the ‘Balancing Station View’. V. Now assign activity 5 & 6 (PP01S-5 & 40S-001) to station ‘BB002’. While doing so, task #7 (40S-002) will also be assigned to station ‘BB002’ as they belong to the same group. VI. Complete assignment of the remaining tasks manually. You can generate the reports by clicking on the Report menu and selecting the appropriate option. © 2011 Proplanner Manual Balance Tutorial 94 Note: You could also automatically assign all of the tasks to stations and then manually change the assignments of selected tasks. Remember that if you move a task that is a member of a group, the entire group of tasks will be moved. © 2011 Proplanner 95 8 Multiple Operators Tutorial Tuto rial Objective: This tutorial section will show you how to use the Multiple Operators feature. Our previous approach to line balancing restricted the user to only one operator per station. With this version the user can define multiple operators per station. I. Begin by opening the M ixedPum ps.xm l scenario. Currently the balance has one operator per station. Fi g u re 8 -1 : Sta ti o n e d i to r vi e w co n ta i n i n g n u m b e r o f o p e ra to rs p e r sta ti o n II. Go to the ‘Balancing Station View’ (View => Balancing Station View). Select Auto Balance (Balance=> Auto Balance). Enter cycle time = 30 and select ‘OK’. Note that with one operator per station there are a total of seven stations. © 2011 Proplanner Multiple Operators Tutorial 96 Fi g u re 8 -2 : L i n e b a l a n ce g e n e ra te d w i th o n e o p e ra to r p e r sta ti o n III. Now switch back to the station editor and define two operators in station one. Fi g u re 8 -3 : D e fi n e tw o o p e ra to rs i n sta ti o n # 1 IV. Go back to the ‘Balancing Station View’ (View => Balancing Station View). Select Auto Balance (Balance=> Auto Balance). Enter cycle time = 30 and select ‘OK’. With more operators in this station, the amount of work that can now be assigned to this station BB001 has been doubled. Also note that station seven is now empty. The balance ho wever do es no t take care o f the Precedence o rder in between o perato rs. For example, if operator 1 starts Task 1, operator 2 has to wait for him to finish the task before he can do anything (due to Precedence). In this balance it assumes both operators can start their tasks simultaneously. © 2011 Proplanner 97 Fi g u re 8 -4 : L i n e b a l a n ce g e n e ra te d w i th tw o o p e ra to rs a t sta ti o n BB0 0 1 V. The tasks are now assigned to two operators. The algorithm ensures that the time per operator does not exceed Takt time. VI. Click on the o perato r view to see the work assignment per person. The user can also shuffle work in between the operators. © 2011 Proplanner Multiple Operators Tutorial 98 Fi g u re 8 -5 : Op e ra to r vi e w VII. In order to move work, follow the same technique as moving work between station. Right click on the task, select the station and then select the operator to whom the task has to be assigned to. © 2011 Proplanner 99 Fi g u re 8 -6 : Assi g n i n g ta sks to a sp e ci fi c o p e ra to r VIII. Once the balance is complete, Reports can be generated from the regular Reports menu. The operator column in the reports will contain both Operator 1 and Operator 2, to differentiate between work assigned to different operators. © 2011 Proplanner Multiple Operators Tutorial Fi g u re 8 -8 : Sta ti o n su m m a ry re p o rt © 2011 Proplanner 100 101 9 Clusters and Lean Graph Tutorial Tuto rial Objective: This tutorial has two sections. The first section will show you how to use the Clusters feature. Our previous approach to the precedence graph required the user to draw the graph for the entire line. With this version the user can define clusters or groupings of tasks and proceed one cluster at a time instead of the entire line. The second section will focus on the lean (value added/ non value added) graph. Section I - Clusters I. Begin by opening the M ixedPum ps.xm l scenario and click on the Precedence Graph on the task sheet. Set the View Type to Cluster. Currently the scenario has only one cluster, the Default cluster. II. Next, define some new clusters clusters. We will define two more clusters, say CLS1 and CLS2. In order to do so type the names of the clusters in the Cluster column and click Refresh. © 2011 Proplanner Clusters and Lean Graph Tutorial 102 III. Next, associate tasks to each cluster. To do this, change the View Type to task graph. The list of all tasks will appear in the spreadsheet. IV. Now modify the cluster column next to each task. Since clusters have been created, the © 2011 Proplanner 103 cluster column now has a drop-down list of all the clusters. Simply click to assign a task to a cluster. You can also drag and drop the cluster column to assign multiple tasks to the same cluster. Note that when you assign a task to a cluster, the existing precedence information for that task is deleted. V. Once the clusters have been assigned to tasks, click on the cluster drop down to view tasks that belong to a cluster. There will be no precedence defined within the clusters; you may now go into each cluster and define a precedence relationship. © 2011 Proplanner Clusters and Lean Graph Tutorial 104 VI. Finally, define a relationship between the clusters. In order to do this, change the View Type to Cluster. You may either define the precedence in the spreadsheet or draw lines on the graph. © 2011 Proplanner 105 Section II - Lean Graph The lean graph helps the user visualize the amount of value-added work at each station. 1. Define the value-added, non-value-added and non-value-added-but-necessary percentages for each task in the Task sheet. © 2011 Proplanner Clusters and Lean Graph Tutorial 106 2. Once these tasks are assigned to stations, the resulting line balance graph looks like the one shown below. You need to check the 'Show VA/NVA chart' box. To get back to the regular Line Balance graph, simply uncheck this box. © 2011 Proplanner 107 © 2011 Proplanner Station Compare Report Tutorial 10 108 Station Compare Report Tutorial Tuto rial Objective: This tutorial covers the station compare report. This report highlights to the user tasks, tool and parts that have changed assignment since the last time the line had been balanced. I. Begin by opening the M ixedPum ps.xm l scenario. II. Next, open the Balancing Station View. The task 40S-001 is currently in station BB001. The task has the parts - 10000001 - O Ring (viton) for 2, 10000002 - Oring for 15 mapped to it. This task also has the tools - FIXTURES1,L-OIL mapped to it. III. We will now manually move this task to station BB003, and then run our comparison report to highlight the changes. © 2011 Proplanner 109 IV. Once the task is re assigned save this scenario under a different name, in this case we have saved it as M ixedPum ps-II.xm l. The task in the new scenario now appears in station BB003. © 2011 Proplanner Station Compare Report Tutorial 110 V. In order to run the report, select the reports menu and select the Scenario Compare Report option. VI. Next select the two scenarios to be compared, in this case it will be M ixedPum ps.xm l and M ixedPum ps -II.xm l. Select the criteria for comparison, tools, tasks or parts. Finally select the stations to be compared. © 2011 Proplanner 111 VII. We now will run the comparison report. This report is for each station and has three sections, first displays the tasks that have moved, the second section displays the resources that have moved and the third section reports about the parts that have moved. Comparison Task Comparison -Task 40S-001 moved from BB001 to BB003. © 2011 Proplanner Station Compare Report Tutorial 112 Tool Comparison - Note the Previous station column in the report, this indicates to the user that the tools that need to be moved to the new station. © 2011 Proplanner 113 Parts Comparison - Similar to the tools, the parts section also has the previous station column indicating to the user the station from where the parts came from. © 2011 Proplanner Station Compare Report Tutorial © 2011 Proplanner 114 115 11 Space Utilization Tutorial Tutorial Objective: This tutorial will show you how to view the space utilization by station. Please use the sample scenario file Auto m o tive.xm l (located in the Samples Directory of your ProBalance folder) for this tutorial. The space requirements are computed for a station. The available space is compared to the footprint of the part containers and resources assigned to that station. This implies that the user needs to set up the dimensions for the station, part container and the resources. 1. Begin by opening the Automotive.xml scenario. 2. Click on View and select the Balancing Station View option. 3. Observe the balance graph, you will notice that station V001D has an overfilled station. Please see image below. © 2011 Proplanner Space Utilization Tutorial 116 4. Next click on the View menu and select the Station Editor. 5. In here change the line side width fo r statio n V001D to 1200. Note: the unit of this width should be the same as the widths of the part containers and resources. 6. Go back to the balancing station view and look at the space utilization graph again. You will note that the station V001D is no longer over utilized. © 2011 Proplanner 117 7. Next step is to provide the part container dimensions. Open the Parts Editor from the view menu. 8. There are two tabs in this editor one for the part and the other for the containers. Ensure that the parts have containers mapped to the same. We will modify the line side widths of the following container - 10373373 and 10375824. 10373373 - change from 63 to 100 10375824 - change from 63 to 200 9. The resulting graph is as below. Note that there is no more free space at the station. © 2011 Proplanner Space Utilization Tutorial 118 10.Finally we will modify the line side width of a resource at this station. Click on the View menu and select the resource editor. 11. Modify the line side widths of the two resources - SPACER AND TORQ001 from 60 to 100. 12.Next go back to the balancing station view and see the space utilization, the station is now over utilized. © 2011 Proplanner 119 © 2011 Proplanner Consumption Tutorial 12 120 Consumption Tutorial Tutorial Objective: This tutorial will show you how to associate parts to tasks. Please use the sample scenario file Auto m o tive.xm l (located in the Samples Directory of your ProBalance folder ) for this tutorial. 1. Click on View and Parts Editor. 2. Add two new parts in here Part01: Bolt and Part02: Cap. © 2011 Proplanner 121 3. Click on View and select the Task Edit and then click on the Consumption tab in the Task Editor. 4. In here for task T0001 select the part Part01in PartID column drop down list. Next right click on the Part ID and select the Insert option. This will add a row at the bottom. 5. In the row below, now select the second part Part02 from the list. This will now associate two parts with the task. © 2011 Proplanner Glossary 13 122 Glossary Glo ss ary AB C D E F G H IJ K LM N O P Q R S T U VW X YZ Top B Balanc e: · Type I Balance: M inim iz ing the num ber o f Statio ns requires the user to specify a Takt time in order to determine which tasks get assigned to what stations. In this situation, ProBalance tries to minimize the number of stations required for the available list of tasks, while ensuring that the precedence relationship is maintained · Type II Balance: M inim iz ing the Takt tim e, requires the user to specify the number of desired workstations. In this option, ProBalance tries to minimize the Takt time for the available list of tasks while ensuring that the precedence relationship is maintained. Top C CSV o r .csv Files A comma separated value file or a CSV file is one where all the columns within the file are separated by a comma. Microsoft Excel has the option of saving any file as a .csv file. Clusters A cluster is a group of tasks with a precedence relationship defined. The user would create clusters to ease the process of defining precedence, instead of looking at the complete line the user can now process cluster by cluster. D Dem and Percentage A percentage that depicts the demand of the product. For example, imagine there are three © 2011 Proplanner 123 products (A,B and C) being manufactured. A months demand requires a total of 200 A's, 400 B's and 400 C's. Based on this, the demand percentage would be 0.20 for product A and 0.40 for products B and C. Top E Top F Flo wPlanner FlowPlanner is a material handling analysis tool that runs on top of an AutoCAD layout. It aids in analyzing material flow through out the facility. Top G Gro uping Allows the user to group tasks/activities that always need to be done together. This is especially important during a rebalance since a set of grouped tasks moves as a single entity. Top H Top I Im po rt Refers to the process of adding an external file into the Proplanner application Top L © 2011 Proplanner Glossary 124 M M ixed M o del Balance A line balance with a mixture of models going down the line. Each model has a specific demand percentage associated with it. M o num ental Reso urces These are resources that are fixed at a specific location on the plant (hoist, fixture, machine, etc.) Top O Operato rs Proplanner allows multi operators per station. By default each station can be treated as an operator (i.e. One operator per station). *** Top P Peak M o del Balance The peak model balance or the conservative balance checks to make sure that the model with the highest time is below the Takt time set by the user. By locating the model with the highest time, ProBalance ensures that none of the models exceed the Takt time in a given station. For example, consider a task T1 ( assembling a heat shield on an engine) that is applicable to models M1 and M2. The task takes two minutes for model M1 where as for M2 the task takes five minutes. The peak balance logic will make sure that the task time for M2 is within the Takt time, thus automatically taking care of M1. Also see Weighted Average Balance. Top R Reso urce Operator, machine or tool that contains a fixed and variable cost, and is used to perform an activity. Resources are referenced by activities and assigned to locations within ProBalance. Each resource can be specified by class (lathe, operator, etc.) or by an instance of a class (lathe16 or operator12). Users can also define additional resource types as sub-types of these base types: © 2011 Proplanner 125 Machine Material Handling Device Operator Tool Consumable Import Resource blocks found within a layout drawing that have not yet been defined in the project are collected under the node “Import”. In the plant view, a resource is always a child of activity locations and are global to an account. Top S Single M o del Balance A line balance with only one model being produced on the line. Top T Takt Tim e The speed at which parts must be manufactured in order to satisfy customer demand. Top U User c lass (UC) A user defined class used to classify resources. Top V Value additio n A percentage or a binary value that shows how much value that process adds. Versio n Proplanner entities can have variants of itself, which are differentiated by assigning version numbers. Top W © 2011 Proplanner Glossary 126 W eighted Average Balance The weighted average balance considers the weighted times of the different activities and ensures that they are within the Takt time specified by the user. This feature is applicable only for mixed model balancing. Consider a line with two models (M1 and M2) for example. M1 has a 60% demand percentage and requires a T1 task and M2 has a 40% demand percentage and requires a T2 task. T1 has a process time of 10 minutes and T2 has a process time of 12 minutes. The weighted average for T1 and T2, in this example, would be (10 * (0.6) + 12 * (0.4) = 10.8). This means that the line could be set at an 11 minute Takt time and still be balanced. Although one task (T2) is exceeding the Takt time the weighted average time is still below 11 minutes. Also see Peak Model Balance. W o rk-statio n See 'Station” W o rk Place Planner The Workplace Planner takes the hassle out of diagramming operator walk paths, calculating station cycle times and walk distances, determining LEAN work content, and evaluating ergonomic lift and carry issues. Zo nes A station could have multiple zones, indicating that the operator can work in different areas of the work station. In order to add zones, create a comma separated list of the applicable zones and map them to a station. Top Home © 2011 Proplanner