1. Product Lifecycle Mgmt (PLM)
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  3. Production planning
Feature · Production planning

Production planning

Release feasible work against approved demand and an available production resource.

OverviewProduction release inbox
Product Lifecycle Mgmt (PLM) · Production planning

Production release inbox

Approval conditions

New
IdProductOrderPlanned quantityResourcePlanned start
IDD-490ITM-3144ORD-6153720RSR-532723 Oct
IDD-149ITM-5131ORD-3559290RSR-386316 Oct
IDD-681ITM-6289ORD-5854190RSR-493222 Oct
IDD-791ITM-8128ORD-7337660RSR-929716 Oct
IDD-626ITM-1515ORD-7810700RSR-750218 Oct
6 of 6 records
IDD-490Work orders · WO-71851
Draft
ProductITM-3144
OrderORD-6153
Planned quantity720
ResourceRSR-5327
Planned start23 Oct
Example screen with sample data

What you can do

Release work with a usable operating basis

Production Planner prepares a work order for the intended product, customer order and resource. Planned quantity and start and end dates explain what the team expects to run. Review the customer demand and resource availability before releasing work, using the engineering evidence to confirm the design basis the operating team needs.

The production release action requires a Draft work order, an Approved linked customer order, positive planned quantity, an Available resource and feasible planned dates. It freezes the release input and marks the work order Released. The planner can then hand eligible work to Inventory Controller and Operator with the release result available for inspection.

How the work is organized

  • Approved demand. Select the intended customer order and inspect its item lines and required date. Agree who maintains the customer-order approval before the release action checks it.
  • Feasible plan. Inspect planned quantity and start and end dates together with the selected resource. Resolve missing or inconsistent input while preparing the work order.
  • Available resource. Check the resource’s current state and daily capacity context. A resource marked Maintenance or Unavailable needs resolution before it can satisfy the release action.

What to agree during setup

Agree how customer orders and their item lines arrive, who reviews them and how the team records Approved demand. Define the date convention used for planned work and confirm what each resource represents. Production Planner needs a dependable way to hear about availability changes before a Draft work order is released.

The schedule gives the team a shared view of planned intervals. Agree how detailed production scheduling is handled in your operation and set up a connection if that work belongs in another tool. Bring an ordinary job and a resource-unavailable case to the pilot. The planner should explain the chosen quantity, dates and resource from the operating evidence before invoking release.

Check the handoff on an actual case

Prepare a work order for the changed housing product against an Approved customer order. Select an Available resource, enter a positive quantity and choose feasible planned dates. Run the release action and inspect the Released result and retained release basis. Explain the next material and production actions against that same work order.

Repeat the preparation with a Draft customer order, then with a resource in Maintenance. Each case should fail its release check with a reason the planner can resolve. Restore eligible input through the authorized preparation path before trying again. Also test an infeasible planned interval and confirm that it cannot be released as ordinary work.

After a successful release, Inventory Controller selects eligible material stock. Operator prepares valid interval evidence for production. Batch preparation belongs to that production action; the release handoff should leave the team clear about which operating step has actually completed. Ask each participant to retrieve the same work-order identity and explain the next action before opening the pilot.

What your team sees

  • Production schedule — Review planned start and end dates with the selected product, quantity and resource.
  • Production release inbox — Inspect Draft work before invoking the release action.
  • Available resources — Find the resource identities that satisfy the availability prerequisite.

Follow the work through

Release production rehearses the prerequisites. Post lot-based materials follows the stock handoff. Use implementation to agree the pilot.

What it keeps track of

Data model
Work orders
Production work orders.
Orders
Customer orders.
Order lines
Order line items.
Resources
Production resources and capacity.
Items
Materials, components and finished goods.
Parties
Customers and suppliers.

Who uses it

Permissions
Production Planner
, Operator, Admin.
Production Planner
Prepares and releases eligible work.
Operator
Uses the operating context, while Admin configures access and reference data.

Set up Product Lifecycle Mgmt (PLM) your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started