Adding and Editing Barrel Work

On both the EUR and the Topping Group tabs, Barrel Work Plans can be added and edited.

Edit Mode

Above the calendar grid is an ‘Enable Edit Mode’ button. Selecting this turns on the mode that will allow work plans to be opened and edited, and will allow new work plans to be added.

Editing an Existing Work Plan

Once Edit Mode is enabled. selecting a work plan brings up the hover details for that work plan. An ‘Edit’ icon and ‘Delete’ icon can then be seen when hovering over the details.

Selecting the ‘Edit’ icon opens the Work Plan for editing.

Within the modal, the Barrel Groups impacted by the work plan can be seen. Any data seen on the modal can be updated provided the status is less than ‘Scheduled’.

Creating a New Work Plan

A new work plan can be added, in Edit Mode, by hovering over the week in which the plan is to be added. A ‘+’ button will appear. Selecting this opens the Work Plan modal and details can be added for the work to be done.

New work plans can be set against both Topping Groups and Barrel Groups in the Topping Group view and against EURs in the EUR view.

Moving Work Plans

The Drag and Drop function

The ‘Enable Drag and Drop’ button above the grid turns on the ability to drag and drop work plans across weeks. Moving a work plan will change the dates against the work plan to the Monday of the new selected week to the Friday of the new selected week.

Respect Dependencies

At the top of the grid is a ‘Respect Dependencies’ checkbox. (Note this function is currently only available within the Toppin Group view).

If this is selected, moving a work plan will result in any other work plans, of the same activity type and created via the Operations Cadence method, to move by the same time period. The following rules apply in this scenario:

1. Only work plans created in the same cadence as the work plan being moved will be moved. Other work plans against the Topping Group/Barrel Group will not be moved.

2. Work Plans cannot be moved past the Initial End Date set against the Topping Group. (See +Barrel Planning User Documentation: Topping-Group-Setup ). Any work plans in the cadence up until this date will move, but if moving a certain plan will cause it to move past the end date, it will remain where it is.

3. Moving a work plan at the Topping Group level will move it for Barrel Groups also. Moving plans at the Barrel Group level will only affect that Barrel Group.

If the ‘Respect Dependencies’ checkbox is not selected, only the specific plan being moved will be affected by any date changes.

NOTE: Barrel Planning Work Plans are also able to viewed, added, and managed within Cellar Planning in the same manner as other work plans.