How to Filter Work and Machine Centers in a Production Schedule displayed with Graphical Scheduler, using Graphical Scheduler views

Overview

By default, Graphical Scheduler displays all work center groups, work centers, and machine centers available in Business Central.

You can restrict what appears in a Graphical Scheduler view by using the Work Center Filter and Machine Center Filter fields on the view. This is useful when users should only schedule or move operations within a specific department, work area, or set of machines.

For example, an Assembly supervisor may need to see only Assembly work centers and machine centers so they do not accidentally drag operations into the Packing department.

When to Use This

Use work center and machine center filters when you want to:

• Limit a scheduler view to a department, production area, or work center group.
• Prevent users from accidentally moving operations to unrelated work or machine centers.
• Create different scheduling views for different supervisors or teams.
• Simplify the scheduler by hiding work centers that are not relevant to the user.

Restrict a Graphical Scheduler View

1. Open Graphical Scheduler.
2. In the scheduler, select View.
3. Choose Edit.
4. On the Graphical Scheduler View page, locate the Tree Filters section.
5. If you do not see the filter fields, choose Show more.
6. Enter a filter in Work Center Filter to restrict which work centers appear in the scheduler.For example, enter a filter that includes only the Assembly work centers.
7. Enter a filter in Machine Center Filter if you also want to restrict which machine centers appear.
8. Choose OK.
9. Close the view setup page.
10. Refresh the Graphical Scheduler.

The scheduler will now show only the work centers and machine centers that match the filters on the selected view.

Example: Restrict a View to the Assembly Department

A company has separate Assembly and Packing departments. The Assembly supervisor should only schedule Assembly operations.

To configure this:

1. Open the supervisor’s Graphical Scheduler view.
2. Choose View > Edit.
3. Expand Show more if needed.
4. In Work Center Filter, enter the filter for the Assembly work centers.
5. If machine centers are also used, enter the matching filter in Machine Center Filter.
6. Choose OK.
7. Close the page and refresh the scheduler.

The supervisor will now only see the Assembly work centers and machine centers in that view. This reduces the chance of accidentally dragging an operation to another department.

Notes

The filters are configured per Graphical Scheduler view. If different users or departments need different restrictions, create or update separate views for each group.

The Work Center Filter restricts work centers for production-related information.

The Machine Center Filter restricts machine centers for production-related information.

These filters affect what is displayed in the scheduler view. Users should still have appropriate Business Central permissions and operational controls configured separately where required.  These will not affect the schedule that gets displayed in Shop Floor Insight.  Restricting and filtering the work and machine centers will only work in the Graphical Scheduler viewed within Business Central, not the Shop Floor Insight client.

Also refer to https://kb.dmsiworks.com/knowledge-base/sort-work-centers-and-machine-centers/