Barrel Planning User Documentation

Overview


The VinoEZ Barrel Planning module allows barrel-related activities to be planned and managed within a simple calendar view. Activities can be planned against Topping Groups, Barrel Groups, or EURs at standard time intervals (cadence) until the debarrel date, or on an ad-hoc basis.

Barrel Planning can be done at 2 levels:

  1. The EUR level. Plans at the EUR level are not linked to Barrel Groups or Topping Groups and can be used to plan activities out into the future to provide an indication of cellar work at the EUR level (before an EUR is put into barrel). (See Planning at the EUR Level for further detail)
  1. The Topping Group / Barrel Group level. Once EURs are put into barrel, planning moves to being managed at the Barrel Group and Topping Group level. These are the plans that will actually be actioned within the Cellar. (See Planning at the Topping Group Level for further detail).

1 Barrel Planning Master Data


In order for the Barrel Planning module to function correctly, certain Master Data is required. This data is managed at Barrel > Barrel Planning > Maintain Master Data

Operations


The Operations tab contains a list of operations that are linked to the Barrel Planning module. Any work plans containing these operations will be displayed on the main Barrel Planning view.


  • The link to an operation can be removed by selecting the red link icon next to the operation 
  • The link can be editted by selecting the blue pencil icon next to the operation

  • A new operation can be linked to Barrel Planning by selecting the ‘Add’ option from the ‘Options’ menu




Topping Group Setup


Topping Group definition is managed within the Topping Group Setup tab. This tab contains a list of all existing topping groups, along with their initial end date, or debarrel date.

Existing Topping Groups can be edited and deleted by selecting the blue pencil icon.


A new topping group can be added by selecting the ‘Add’ option from the Options menu.

A topping group contains the following information:

  1. Topping Group - the name of the topping group
  1. Initial End Date - the planned debarrel date for the topping group. This is a required date and drives the logic when setting activities with a cadence for the topping group. (See +Barrel Planning User Documentation: Set-Activities-Using-Cadence )
  1. Topping Vessel Number (optional) - the vessel that will be used to top the topping group
  1. Owner - the name of the person responsible for managing the topping group