Difference between revisions of "Planning Guide"

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Note: This should be used as a general guide only, there will be exceptions and cases where the instructions here do not apply. Use good judgement and if you are unsure, ASK QUESTIONS!
 
Note: This should be used as a general guide only, there will be exceptions and cases where the instructions here do not apply. Use good judgement and if you are unsure, ASK QUESTIONS!
 
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General Vista navigation tips:
 
General Vista navigation tips:
 
* Use the Tab key to input text into a field, it works similarly to the Enter key in other programs
 
* Use the Tab key to input text into a field, it works similarly to the Enter key in other programs
 
* Any text field with a colored triangle at the top right corner can be interacted with by right click to open menus and lists. This is useful for opening parts, P/O’s, jobs, etc. within the context of another window
 
* Any text field with a colored triangle at the top right corner can be interacted with by right click to open menus and lists. This is useful for opening parts, P/O’s, jobs, etc. within the context of another window
 
* Hotkeys can be setup for many commonly used operations in Vista to greatly increase efficiency
 
* Hotkeys can be setup for many commonly used operations in Vista to greatly increase efficiency
 
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# Revision Creation and Setup
 
# Revision Creation and Setup
 
## Open part in Part Entry
 
## Open part in Part Entry

Latest revision as of 07:47, 26 June 2019

Planning Guide[edit]

Note: This should be used as a general guide only, there will be exceptions and cases where the instructions here do not apply. Use good judgement and if you are unsure, ASK QUESTIONS!


General Vista navigation tips:

  • Use the Tab key to input text into a field, it works similarly to the Enter key in other programs
  • Any text field with a colored triangle at the top right corner can be interacted with by right click to open menus and lists. This is useful for opening parts, P/O’s, jobs, etc. within the context of another window
  • Hotkeys can be setup for many commonly used operations in Vista to greatly increase efficiency

  1. Revision Creation and Setup
    1. Open part in Part Entry
      1. Check that the following fields are filled out correctly: Description, Type, Group, Class, Tooling Number, and CAT 1 status
      2. For CAT 1 parts the tooling number should lead with a “C” and the CAT 1 box should be checked
      3. In part tree on the left of the window, right click the Revisions folder and select New Part Revision
        1. This creates a new Revision within the part to which planning can be added
        2. To switch between the Revision screen and the main part screen click between the Part and Revisions tabs at the top of the window
        3. Select the Revisions tab and fill out all of the fields as follows
          1. Rev:
            1. Type in the revision letter you wish to create (A, B, C, etc.)
              1. For REV - parts, the revision should be put in as “NEW” not as a “-“
            2. Description:
              1. This field should contain the name of the part as seen in the Description box on the Part tab at the top. If the full part name cannot fit the name can be shortened but it should be similar to the part name
              2. The Description field should be filled out in ALL CAPS
            3. Draw:
              1. This field should contain the drawing number as seen in the print title block
            4. ECO:
              1. This field is for the “Engineering Change Order”, we do not use specific ECO’s so put in the revision letter again
  2. Drawing Attachment

i) There should be a folder in the part tree under Revisions with the rev letter that was just created: (1) Right click this folder and select Add new Attachment… (2) Click the File Name… button (3) Navigate to Vista-docs -> Drawings_controlled (4) In the search bar in the top right of the window search for the drawing number (5) Select the correct drawing number WITH THE CORRECT REV (6) Click OK on the attachments dialog box to add the drawing attachment to the revision 3) Checking Out Parts a) Open the Engineering Workbench b) In the ECO Group tab enter your Group ID i) Group ID should be: “Your First and Last Initials”_”Current Year” ex. ET_2017 c) Go to Actions -> Check Out Part… d) Enter the part number in the top box and hit Tab then click the correct revision from the list and click OK e) At this point the part should be open and shown in the part tree on the left with sections for Attachments, Operations, and Materials below the part name 4) Creating Operations a) Use the following to create operations to be done within the PTI shop b) Right click on Operations in the part tree and select Add Operation i) This should create a new blank operation listed as OP 10 c) Select the Operation: dropdown menu and click the desired operation d) Input values for the following fields, for specific values consult Production Operations sheet or ask i) Setup Per Scheduling Block, Hours: ii) Production Per Scheduling Block, Prod Std: iii) First Article Quantity: e) At the top of the window select the Comments tab and input all operation instructions needed f) Repeat steps above to create subsequent operations i) Operation order can be changed by editing the Opr: field number at the top of the Detail tab 5) Creating Subcontract Operations a) Use the following to create operations to be done OUTSIDE of the PTI shop, (Weld, Heat Treat, etc.) b) Right click on Operations in the part tree and select Add Operation i) This should create a new blank operation listed as OP 10 c) Select the Operation: dropdown menu and click the desired operation i) Make sure that the correct OUTSIDE operation is selected, for example grinding operations can be done by PTI or by an outside vendor. If an outside operation is needed the Outside Grinding operation is used, otherwise the Surface Grind and Outer Diameter Grind operations are used within PTI d) Check to ensure that the part shown in the Part… text field is the same as the main part number e) Input a value for Days Out: according to the selected operations i) Ask if unsure of the correct number of days out for a specific operation type f) Check the Supplier ID… box to ensure it is filled out and that the specific supplier is correct for that operation i) Ask if unsure which vendor to use for the Supplier ID g) At the top of the window select the Comments tab and input all subcontract instructions i) Note that each different type of subcontract operation needs instructions formatted specifically to that operation type (weld spec documents, heat treat values, material type, plating spec instructions, etc.) Ask if unsure what to put in the comments 6) Adding Materials a) Use the following to add materials such as raw stock, subcomponents, and hardware to a master plan b) Right click on Material in the part tree and select Add Material i) This should create a new blank operation listed as Mtl: 10 c) Input the desired material into the Part… text field or click the Part… button to search i) To use search function input the beginning of the part number to be searched and hit enter ii) This will bring up all part numbers beginning with that text string iii) Select a part number to add it as the material d) Select the Qty/Parent text field and enter a value i) The Qty/Parent value corresponds to the number of material pieces needed per each master parent part ex. (number of bolts per assembly, number of inches of stock per part) ii) Next to the Qty/Parent text field there will be a quantity unit corresponding to the type of material selected (1) The IN unit corresponds to inches. This is used most often on raw materials that are ordered and kept in inventory by their length ex. (steel bar stock). The Qty/Parent value should correspond to the number of inches to be issued PER EACH COMPLETED PART. (2) The EA unit corresponds to eaches. This used most often on hardware and other materials that are kept in inventory as whole units ex. (bolts, snap on wrenches, etc.) The Qty/Parent value should correspond to the number of material parts to be issued PER EACH COMPLETED PART. iii) To determine the value to be input the material used and the part being made must both be considered. (1) For EA unit parts it is more straightforward, (4 bolts per assembly, 2 springs per part, etc.) (2) For IN unit parts the length of the part must be taken into account along with excess for the saw and mill (a) In general excess material must be given on all sides of the raw stock for milling/turning. Generally .10 per side excess or more is acceptable (i) The material length in Qty/Parent should use this general equation: 1. Finished part length + excess for saw cut + excess for mill = Qty/Parent (Mill) a. Excess for saw cut is generally .20 b. Excess for milling is generally .10 PER SIDE (ii) The material length in Qty/Parent should use this general equation: 1. Finished part length + excess for part off and facing = Qty/Parent (Lathe) a. Excess for part off and facing is generally .20 e) The fixed quantity check box is used when the same amount of the material should be issued to the job regardless of the job quantity i) For example, when a bottle of adhesive needs to be issued to a job the fixed quantity box can be used with a Qty/Parent of 1 EA to issue one bottle of adhesive per job regardless of the number of parts being made on the job. f) The Scrap text field gives the total amount of extra material to be issued added to the total amount of material given by the Qty/Parent i) Generally for all jobs that require machining or other complex operations, enough material is given for 1 EXTRA SCRAP PART (1) For complex jobs with a high chance of scrapping parts this can be increased and for easy jobs with very little chance of scrapping parts ex. (assembly jobs) this number can remain 0. ii) Generally for all jobs requiring scrap the Qty: button MUST BE CHECKED TO FUNCTION CORRECTLY (a) In general scrap material will be a similar value to the Qty/Parent and is as follows (i) The Scrap value for milling should use this general equation: 1. Finished part length + excess for saw cut + excess for mill = Scrap (Mill) a. Excess for saw cut is generally .20 b. Excess for milling is generally .10 PER SIDE c. This number should usually be the SAME AS Qty/Parent (ii) The material length in Scrap for turning should use this general equation: 1. Finished part length + excess for part off & facing + chucking length = Scrap (Lathe) a. Excess for part off and facing is generally .20 b. Chucking length is generally 1.0 and is the material to be held in the jaws for the final part 7) Getting Details from Similar Plans a) Operations and materials can be copied over from existing part numbers and added into new plans using the Get Details function i) This is useful when new plans need to be made that can use operations and sequences from existing planning b) To begin the receiving plan must be COMPLETELY BLANK without any operations or materials i) To delete all operations and materials from a plan right click the part number and select Clear All. However this action CANNOT BE UNDONE. ii) Right click the part number at the top of the part tree and select Get Details -> Get From Methods/Jobs/Quotes… iii) In the Methods tab enter the part number you wish to copy from or search for a part number (1) Select the correct Revision and click OK iv) All operations including comments and materials will be copied over c) Note that the part mark comments and all other differences between plans will need to be CHANGED MANUALLY d) Double check all dimensions and planning comments for the copied plan i) Do not assume that a copied plan is correct because it has already been made and approved 8) Checking In Parts a) Click the part number in the part tree to return to the main part tab b) Click the box next to the yellow Not Approved indicator i) The indicator should change to green and say Approved c) Click on Actions -> Revision -> Check In -> OK i) The part should now be checked back in and approved