Production Plan vs Actual
Compares what the route said you should make with what the shop floor posted, by day, shift, stage, resource or single posting. Use it to see how efficient a shift or stage was, where material was overdrawn, and how fast a person or machine worked.
Quick look
- Go to Reports › Production Reports and click the Production Plan vs Actual card.
- The report opens on the last 7 days and runs by itself, one row per day.
- Click the filter button, choose Stage in Group By, and click Run Report to see planned quantities as well.
- Click a row's Item lines tab to see each item's planned, made and variance.
Done. You see one row per day with expected and actual quantity and the efficiency.
Full guide
What it shows, and when to use it
Each row sums the job card postings in its group. A posting carries what the route expected for the work done, frozen at the time it was made, and what was actually made. Use it to check shifts against each other, to find stages that overdraw material, and to see units per hour for a resource. Entries are counted on their posting date. The end-of-run write-off of leftover work in progress is a journal, not a posting, so it is not a row.
Filters and date range
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reports | No | Switch to another Production report. |
| Date Range | No | The posting dates to cover. Opens on the last 7 days, today included. Up to 366 days. |
| Group By | No | Day (the default), Shift, Stage, Resource, Resource / Shift or Entry. |
| Work Order | No | Limit to one work order. See the note below. |
The Work Order box wants the work order's internal id, not the work order number you see in lists. Typing the work order number, such as the one shown in the Run column of Schedule Variance, shows the message "workOrderId is not a valid id." and no figures. Leave the box empty and use Stage grouping to see the work order number against each row.
A plan belongs to a stage, so planned quantities and the mass balance show only when Group By is Stage. A line above the table reminds you when it is not.
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Period | The day, the day and shift, the work order and stage, the resource or the posting number, depending on Group By. Notes about the row show under it. |
| Shift | The shift the work was posted in, or "Outside working hours" for overtime. A dash when the grouping does not split by shift. |
| Entries | How many postings are in the row. |
| Expected | The expected quantity, from the route's pace, added up over the postings that could be compared. |
| Actual (comparable) | What those same postings made. |
| Efficiency | Actual (comparable) divided by Expected, as a percentage. |
| Mass balance | Stage rows only. The loss the stage recorded: inputs less outputs less by-products. |
| Worst input overdraw | Stage rows only. How far the worst input line went over its own planned quantity, shown only when a line went past its tolerance. |
| Resource | The resource, on the Resource and Resource / Shift groupings. |
| Units per hour | Resource groupings only. Output credited to the resource divided by the hours it worked. |
A figure with an amber star covers only some of the postings, or has a caveat: hover it to read it. A dash means the figure could not be answered and is never zero; hover for the reason.
In plain words:
- Expected and Efficiency use only postings whose route states a pace and whose output is in one unit. If no route in the period states a pace, or the postings made more than one kind of thing, the cells show a dash and say why. The star says, for example, "Covers 3 of 5 postings".
- Mass balance is the stage's recorded loss over its whole life, and only when every line of the stage uses the same unit. When nobody measured the input and the recipe's quantity stood in, the cell says so. It is arithmetic about a plan, not a measurement. Wastage is not shown as a percentage.
- Worst input overdraw is the worst single input line against its own plan, not a loss.
- Units per hour gives a posting to a resource only when it worked alone or someone recorded who made how much. A posting two resources shared is credited to neither and cannot be traced to one resource.
- When a stage also ran outside your dates, its row notes that the actual is this period's while the plan and balance cover the stage's whole life.
Open a row's Item lines tab for one line per item and unit, labelled Input, Output or By-product, with Planned, This period, Life to date and Variance. Quantities are never added across units. Planned and Life to date exist only on stage rows.
The note under the table repeats these rules. Where it mentions a "coverage" column or "Postings not attributable to a resource", read the star on the figure and its hover instead: the web table has no such column or section.
Sorting is not available and there is no pager: all rows show in one list. Use the column chooser in the table header to hide or show columns.
Drill-down
The Item lines tab on each row is the only drill-down. Rows do not open a work order or job card.
Export, print, PDF and email
Click the green spreadsheet icon above the table (it appears once there are rows) to download an Excel file (.xlsx). It starts with the period, the grouping and a note that a dash is never a zero. It holds every row with the ten columns plus a Notes column carrying the hover reasons, and under each row an indented line for every input, output and by-product with its planned, made, life-to-date and variance.
Print, PDF and email are not available on this report.
Who can see it
Open the report with View on Production Reports. Without it the report list shows a No Access page. Production Reports has only View and Add/Edit, and a report changes no record, so Add/Edit makes no difference here. A role limited to its own records still sees every posting in the business unit.
Where a stage takes material straight from the recipe, Mass balance and Worst input overdraw stay hidden unless your role has View on Work Order Process, even for an administrator. The cell says you don't have access to the recipe.
On mobile
Open Reports, choose Production Reports, then Production Plan vs Actual. It differs from the web in these ways:
- It opens on the last 7 days. Filters holds From and To, Group By as tappable chips and a Work Order text box. Tap Run Report to apply.
- Each row is a card with the period as its title and the resource under it. It lists Shift, Entries, Expected Qty, Actual Qty, Efficiency % and Coverage (for example "3 of 5"), then Balance, Worst input overdraw and Units / hr where they apply. The item lines show as blocks inside the card, and any caveats as amber notes.
- A dash has an info icon; tap the figure to read why.
- Pull down to refresh. There is no sorting or download.
The date pickers differ by phone: a spinner with a Done button on iPhone, the system calendar on Android. Everything else is the same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
Nothing shows for this period
The report says "Nothing was posted on the shop floor in this period." Pick a wider range, or record progress on a job card.
The report says the range covers more than 5,000 stage entries
Narrow the dates, or read one work order at a time with the Work Order box.
Planned, Mass balance and Units per hour are dashes
Those figures belong to a stage or a resource. Set Group By to Stage for planned quantities and mass balance, and to Resource or Resource / Shift for units per hour.
Efficiency is a dash
No route in the period states a pace, or the postings made more than one unit of output. Hover the dash for which.
The report page says No Access
Your role does not have View on Production Reports. Ask an administrator to turn it on.