Resource Manager for Excel
12 Steps to Success
1. Introduction & Installation
Thank you for your interest in Resource Manager for Excel -- the only MS Excel based low-cost, planning and scheduling software solution that works for all manufacturing enterprises.
Either as standalone to gain valuable training for any ERP system for bigger companies or perfect for smaller-medium sized companies who can benefit from more efficient production scheduling.
System Requirements
- Excel 97 or greater installed and working on standalone PC or Network
- Basic working knowledge of your spreadsheet (entering data, file management, printing)
No Rules – No Limits
In contrast to other shop control, MRP or manufacturing software offerings, Resource Manager does not have a rigid, standard procedure for every application to follow. Rather, Resource Manager is designed to adapt to your requirements.
You will NOT have to change the way you work today to recognize significant benefits with Resource Manager.
12 Steps to Success - Table of Contents
Introduction & Installation
System requirements and setup
Navigation and General Options
Learn the interface
Initialization: Day Chart
Set working hours and holidays
Initialization: Master Product and Operations List
Define your products and operations
Initialization: Building BORs
Create Bills of Resource
Scheduling: Top Level Order Entry
Enter your orders
Scheduling: Initial Master Schedule
Generate your first schedule
Reporting: Gantt
Visualize your schedule
Production/Resource Calendar
Manage capacity and resources
More Reporting
Additional reports and analytics
Inventory, Purchasing, Tracking
Manage materials and orders
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12 Steps to Success Overview
There is a simple three-step process for basic running of Resource Manager for Excel:
Initialize
Set up your products, operations, and working calendar
Schedule
Enter orders and generate master production schedule
Report
View Gantt charts, calendars, and other analytics
Note: You can exchange data with other systems at any point in the Process.
Installation
Step 1: Download the File
Download the RMX2023D.xlsm file from the demo download section on our website or from email.
Step 2: Unblock the File
Right-click on the file, choose Properties, and UNBLOCK if checked at bottom of form.
Step 3: Enable Macros
Go to Excel File → Options, add Developer to ribbon, then click on Developer → Macro Security and enable macros.
Step 4: Open the File
Start Excel and click on File → Open → RMX2023D.xlsm. If prompted, enable macros.
Important Notes:
- Screens are sized for 600X800 resolution
- Use cursor keys or mouse to navigate (Tab key moves full screen)
- DO NOT space or type over cells with data
- When transferring data, use Edit → Paste Special → Values
- DO NOT use the Print Icon on main Toolbar
Up and Running
There are several resources to ensure a successful start:
📞 Call Us for a Walkthrough
Due to the flexibility of the product, there may be more than one way to address your application. Give us a call and let us summarize how to run Resource Manager to meet your specific needs.
248.486.6365
📚 Documentation
- ✓ Follow these 12 Steps to Success with Sample Data
- ✓ Printed manual included
- ✓ Full manual help link on first page
- ✓ Quick Tips throughout the program (red triangle in cells)
Ready to Get Started?
Order the complete production version today and experience the power of Resource Manager for Excel.