Schedule production

The production schedule plans your work orders for you. You tell Phasio which resources you have, such as a machine, a person or a station, when they are open, and how long each operation takes. Phasio then lays every work order out on a timeline, shows when each one finishes, and flags work that does not fit.

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Who can use thisCopy Anchor Link

The production schedule is available on the Factory Floor plan with the Scheduling module. Without them, the Schedule page and the scheduling settings show an overview of the feature instead.

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Set up schedulingCopy Anchor Link

Go to Settings and select Scheduling under Manufacturing. The page has three sections: the scheduling timezone, your resources, and your operations. An amber badge next to the Scheduling heading counts the problems that stop Phasio from planning well.

Set the scheduling timezoneCopy Anchor Link

1. In Scheduling timezone, click Edit.
2. Choose a Time zone. Open hours are read on this clock, and the schedule shows its times on it. If your browser is on a different time zone, click Use it to switch to the browser's.
3. Set a Frozen period in hours. Work that starts within this period is not rescheduled. Enter 0 to turn it off.
4. Click Save. Phasio works out the plan again.

Add a resourceCopy Anchor Link

A resource is anything an operation needs to run: a machine, a person or a station.

1. In Resources, click Add resource.
2. Fill in the resource:
   • Name: for example MJF 1.
   • Tags: operations can pick resources by tag instead of by name, for example qc. Type a tag and press Enter.
   • Build volume: only for build machines such as MJF or SLS printers, in cm³. Leave it empty for anything else.
   • Capacity: the number of jobs the resource can run at the same time.
   • Open hours: the days and times the resource is available, in the scheduling timezone. A new resource starts on Monday to Friday, 08:00 to 17:00.
3. Click Add.

To change a resource, click the pencil next to it. To stop using it, click the archive icon. The schedule no longer uses an archived resource. A resource that no operation uses is marked Unused.

Set up an operationCopy Anchor Link

The Operations table lists your operations in their routing order. To add or reorder operations, click Add or reorder, which opens Settings > Operations.

1. Click an operation to open its scheduling settings.

2. Choose its Type:

   • Single: each work order is processed on its own.
   • Build: work orders share a build, filled by part volume. For example MJF or SLS.
   • Batch: parts are grouped in batches of a fixed size.
   • Same build: the build from the previous operation stays together. For example depowdering.
   • Wait: no resource is used. For example cooling.

3. Under Resources, select the resources or tags the operation runs on.

4. For a Build, set the Usable volume: the share of the build volume that parts can fill, typically 20% for MJF. For a Batch, set the Batch size in parts.

5. For a Build or Batch, choose when it can Start:

   • When full
   • When the resource is free
   • At a minimum fill, with the Minimum fill percentage

   Unless it starts when the resource is free, you can also set a Maximum wait in hours. After this, the build or batch starts even if it is not full.

6. Set the Duration in whole hours. For a Single, Build or Batch operation you can instead choose Setup + per part and enter both in minutes.

7. Turn on Unattended if only the start has to fall within open hours, for example an overnight print.

8. Click Save.

Under Advanced you can set how many of the resources the operation uses at once (Quantity), mark them as needed only to start the job (Start only), and add other resources it uses at the same time with Also uses, for example an operator to load a printer.

💡 If an operation has a problem, such as no duration or no resource that matches, a warning icon shows on its row. Hover over it to see what to fix. The same warnings show in the operation's settings before you save.

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Read the scheduleCopy Anchor Link

Open Production > Schedule in the sidebar. If no plan has been made yet, click Make the first plan.

The Chart tab shows one row per resource, with each job as a bar on a timeline. Use the zoom menu to switch between Hours, Days and Weeks. Jobs that do not fit in the plan are left out of the chart, and a line above it says how many.

• Click a bar to see when the job starts and ends, the resources it uses, how full a build is, and the parts in it. From there, open the group to move or scrap parts.
• On the Work orders tab, click a work order to see its due date, when it finishes, its priority, and whether it is on time or late.

The Work orders tab lists every work order with its part, customer, workflow, Priority, Due date and when it Finishes.

Use the search box and the Part, Customer, Order and Work order filters to find work. The status next to the refresh button shows when the plan was last made. Click the refresh button to plan again.

If something in your setup makes the plan less accurate, a banner at the top of the page lists it with a link to Settings > Scheduling.

ℹ️ On the Backlog and the build screen, each part shows its rank in the schedule, for example #3. Hover over it to see where the plan takes that work order, then click Show in the schedule to open it on the Schedule page.

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Try a change before you apply itCopy Anchor Link

On the Work orders tab you can change a work order's Priority (1, the lowest, to 100) or its Due date. Priority counts when work would be late.

As soon as you change one, a What if bar shows the effect on the plan: how many work orders are late before and after, when the last one is done, and how many parts move earlier or later. Nothing is saved yet.

• Click Apply to save the changes to the work orders. Phasio then works out the plan again.
• Click Discard to drop them.

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See when a new quote could be readyCopy Anchor Link

When you create a quote or an order, an If accepted now panel shows above Payment. Phasio fits the parts into the current plan, without saving anything, and shows:

• Ready: the day the last part would be ready, and how many days before or after the dispatch date that is. Does not fit means some of it does not fit in the next eight weeks.
• With more than one part, the day each part would be ready. A part ready after the dispatch date shows in red.
• Other work: the parts that would finish later because of this quote, with their customer and by how much. A Late badge marks work that would become late. Nothing else slips means no other work moves.

While Phasio plans, the panel can show an Estimate. This fits the quote in without moving other work, so the final day is usually the same or sooner.

The panel waits until every part is analysed and priced. If no plan has been made yet, it has nothing to plan against.

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👉 Schedule production runs 👉 The build screen