Each day I receive 10 - 60 jobs.
Each day I complete 10 - 60 jobs.
I typically have a backlog of 0 - 30 days.
Jobs records are ‘created’ and ‘closed’ in another software package. It’s not anywhere near flexible enough to do our scheduling.
I generate an excel file from that other piece of software that contains a list of remaining work (jobs not completed) or our “backlog”. Each row contains things like Quote, price, weight, process, date, etc….
Each morning we review the “backlog” and assign priorities (what work needs to be done today).
As jobs are completed during the day, we check them off in that other piece of software so that they are not in tomorrow’s “backlog”
The next morning I start over.
I generate a new excel file containing the list of remaining work (jobs not completed) and I start over by reviewing the backlog and assigning new priorities for the day.
I would like to have one living “Schedule” excel spreadsheet that imports the “backlog” worksheet each day. If something was previously on the “Schedule” and is no longer in the “backlog” it should be marked as ‘completed’.
If something was scheduled for yesterday and it shows up on today’s “backlog” it needs to be re-scheduled for today or highlighted in some fashion.
In excel I could actually have some “memory” allowing me to set production dates into the future without starting over each morning.
I have a hard time imagining the structure of a solution for this.
Can anyone suggest good search terms for this time of dynamic importing of data?
If Monday’s morning list has jobs [1,2,3,4,5] and Tuesday’s morning list has jobs [2,3,4,5,6,7] I clearly only completed Job #1 on Monday. How can I update Job #1 as being completed and move it off of the sheet and onto some archive sheet?
Are dates (days) represented by columns (B=6/11/2015, C=6/12/2015, D=6/13/2015) so data is easier to visualize? Or do I just type dates into a single column and use some other cells or worksheets to visualize those dates? I don’t want to move to a database but it feels like a 3 dimensional problem instead of a 2D one.
The two biggest questions are 1) how to load this type of data into a “living” schedule. 2) how to visualize/track these dates if they are just typed into one ‘date’ column.
I just don’t have any previous examples to start building from so I wanted to see if anyone has advice up front.
Thanks in advance,
Mike
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