Planning Lightweight


Purpose: There is possible to create shift templates that can apply to machines in the factory. Shift template defines working hours for machines and planned brakes. There is possible to create many shift templates. When assigning shift template to a machine is necessary to select Active from – when this shift template is active for the machine.

Precondition: User with role Administrator is logged in the Upkip Administration.

Select menu Calendars.

Figure 1: Upkip Administration - Calendars

Create Template

Purpose: It is possible to create a new empty shift template by entering template name or create a new shift template by copy hours from existing.

Precondition: Calendars page is opened in the Upkip Administration.

Select tab Create Template.

Figure 2: Upkip Administration - Calendars - Create template

Enter in Template name the name of the new shift template.

If nothing is selected from down with existing templates and click Create:

If select from the dropdown to copy from existing template and click Create:

Shift Templates

Purpose: By this functionality is possible to define hours for created shift templates in the factory.

Precondition: There is created new empty shift template

Select tab Shift Templates.

Figure 3: Upkip Administration - Calendars - Shift templates

If selecting some template from the list, on the right side is possible to define working hours and breaks. There is possible to define up to four shifts.

When entering hours for one day (for example Monday) and selecting TUE to define hours for Tuesday. If selected at the bottom Copy from day: Monday and click Copy.

There is possible to select Timezone from the list.

Repeating the steps is possible to define many shift templates for the factory.

Machine Calendar

Purpose: At the left are listed all configured machines in the factory. By selecting a machine from the list is possible to assign created shift template and select active from date. For each machine in the factory is possible to apply a shift calendar.

Select tab Machine Calendar.

Figure 4: Upkip Administration - Calendars - Assign calendar to machine

To apply calendar for machine follow the steps:

  1. Select machine from the list
  2. Select shift template from the dropdown list
  3. Select Active from date and time when the shift template becomes active.
    • Shift template is assigned to the machine.

Repeat the steps for all machines from the list.


Purpose: The defined shift template assigned to the machine defines the machine working hours. During this time machine could have working status or be untagged.

Figure 5: Upkip Administration - Downtime of a machine with assigned calendars

Downtime period types are colored with different colors and could be: unplanned, untagged, and OK.

For periods not included in the shift calendar machine have status Unplanned.

For the period planned in the shift calendar machine could have statuses – OK or Untagged.

Production Orders

Purpose: Functionality Production orders show information about planned work orders–parts-operations in the ERP SAB Business 1. Automatically are created production orders assigned to machines and displayed in a Gantt chart. All operations and production orders are managed synced with ERP.

Precondition: User with role Administrator is logged in the Upkip Administration.

Select menu Planning>Production Orders.

In the top table filtering by date range are shown operations with planned start and planned end in the selected date range. Table shows operations with columns: Order, part, operation, operation name, customer, product, plan start, plan end.

Additional filters by order, customer, and product allows filtering the table with operations.

Figure 6: Production Orders - Work order-part-operations from ERP

The bottom table shows production orders in a Gantt chart as planned in the ERP SAP B1. Production orders are automatically managed and synced with ERP so that the user sees the plan from ERP without any planning changes on the original data.

Planned production orders can be filtered by date range and machine.

Figure 7: Planned production orders by machine in the selected date range