Setup Matrices

Resources can require a setup time to change the configuration between different setups/configurations. This models the time required for cleaning, installation of new tooling, re-calibration, feeding new raw materials, etc between the production of various families of products.

Such changeovers can take an considerable amount of time, and thus have an important impact on the production plan. The production planner will need to group production orders together in batches such to find a balance between reducing the changeover time and extra inventory caused by such grouping.


Excel spreadsheet resource-setup-matrices

This example models a simple painting shop. Products can be painted on 3 equivalent painting lines. When a painting line changes color a setup time is required to clean the machines.

A number of data fields are required for this model:

The generated plan drastically changes as soon as a batching window is specified.

  • Plan editor without setup optimization
    The changeovers between operations are shown as a black line. Only a part of the plan is visible in the screenshot.
    Plan editor without setup optimization
  • Plan editor with setup optimization

    Plan editor with setup optimization

Note that the setup optimization is only available in the Enterprise Edition and Cloud Edition. The Community Edition respects the setup times, but doesn’t have the optimization algorithm.