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Resource Planning

Resource Planning in ProBeya provides comprehensive tools for managing production capacity, tracking resource allocation, and running what-if scenarios. It combines capacity modeling (production lines, efficiency factors, throughput calculations) with unified resource management (ID templates, improvement ideas, and team activities) to give operations managers a complete picture of resource utilization.

Overview​

Operational transformation programs must balance two resource challenges simultaneously:

  • Production capacity: can the plant produce enough to meet demand under the new operating model?
  • Team resources: are the right people available for both day-to-day operations and improvement initiatives?

Resource Planning addresses both by providing structured models for production capacity with scenario comparison, alongside tools for tracking improvement ideas and coordinating team activities.

Getting Started​

Production Capacity Models​

  1. Navigate to Resource Planning > Capacity Models from the workspace menu.
  2. Click + New Model and select a type (production, service, or resource).
  3. Add production lines with their maximum capacity and efficiency factors.
  4. Create scenarios to compare different operating configurations.
  5. Use the capacity calculator to evaluate each scenario.

Team Resource Tools​

  1. Navigate to Resource Planning > ID Templates to configure automatic numbering.
  2. Use Ideas to capture improvement suggestions from the team.
  3. Use Activities to schedule and track meetings, workshops, audits, and gemba walks.

How It Works​

Production Capacity Models​

Models are the top-level containers for capacity planning. Each model has a lifecycle:

StatusDescription
DraftBeing configured and not yet used for decisions
ActiveThe current production plan guiding operations
ArchivedHistorical reference, no longer active

Models support three types:

  • Production: manufacturing line capacity planning
  • Service: service delivery capacity (e.g., lab throughput)
  • Resource: human resource capacity allocation

Production Lines​

Each model contains one or more production lines representing physical or logical work centers:

FieldDescription
NameLine identifier (e.g., "Packaging Line A")
Max CapacityTheoretical maximum output per time unit
UnitMeasurement unit (e.g., "units/hour", "batches/day")
Efficiency FactorRealistic throughput multiplier (0-1, default 0.85)

The efficiency factor accounts for planned downtime, changeovers, breaks, and other losses. Effective capacity = max capacity multiplied by the efficiency factor.

What-If Scenarios​

Scenarios let you model different configurations without modifying the baseline:

FieldDescription
NameScenario label (e.g., "Add 2nd Shift", "Weekend Operations")
DescriptionWhat this scenario tests
ParametersInput variables (shifts per day, hours per shift, days per week)
ResultsComputed outcomes (effective capacity, utilization, surplus/deficit)
Is BaselineWhether this is the reference scenario for comparison

The capacity calculator evaluates a scenario against a production line, computing:

  • Effective Capacity: max capacity adjusted by efficiency and scenario parameters
  • Utilization Percentage: demand as a fraction of effective capacity
  • Surplus/Deficit: whether capacity exceeds or falls short of demand

ID Templates​

Configure automatic ID generation patterns for different entity types:

FieldDescription
Entity TypeWhat type of entity this template generates IDs for
PrefixID prefix (e.g., "ACT", "IDEA", "NCR")
PatternNumbering pattern (e.g., {prefix}-{YYYY}-{####})

Improvement Ideas​

Capture improvement suggestions from anyone in the organization:

  • Status tracking through a lifecycle (submitted, under review, approved, implemented, rejected)
  • Filtering by status, category, and submitter
  • Pagination for organizations with high volumes of ideas

Team Activities​

Schedule and track activities such as meetings, workshops, audits, gemba walks, and training sessions with date, participants, and status tracking.

Configuration​

Scenario Comparison Workflow​

  1. Create a Baseline scenario with current operating parameters.
  2. Create one or more Alternative scenarios with proposed changes.
  3. Run the capacity calculator for each scenario against each production line.
  4. Compare the results to identify the optimal configuration.

Model and Line Updates​

Models and production lines support full CRUD operations. Updating a model's status from "draft" to "active" signals that it is now the authoritative capacity plan.

Permissions​

  • Operations Managers can create and manage capacity models and scenarios
  • Team Members can submit improvement ideas and view activity schedules
  • Workspace Admins can manage ID templates and all resource planning data
  • Organization Admins have full access across all workspaces

Tips & Best Practices​

提示

Model your current state as the baseline scenario before proposing changes. This creates a quantified reference point that makes improvement measurable rather than aspirational.

提示

When comparing scenarios, focus on utilization percentage rather than absolute capacity numbers. A line running at 95% utilization has no buffer for variability and will create bottlenecks.

提示

Use ID templates to enforce consistent numbering across the organization. Consistent IDs make cross-referencing between systems (e.g., ProBeya and ERP) much easier.