Process Plan and Statistics

As you build your work instructions and map out your value stream, Threaded automatically rolls up process plan data, parts, tools, and performance metrics from your procedures. This data is surfaced in two places: the Summary Page within your Work Instructions which includes parts and tools rollups, and the Summary Statistics tab which adds a value stream or actuals view as well as line balancing analysis. Both draw from the same underlying data in your instruction set, so there’s nothing to maintain separately.

#The Summary Page

The Summary Page appears at the top of your instruction set. It provides a rolled-up view of everything across all procedures beneath that node. If your instructions include multiple groups of operations, you can select those lower level groups for a lower level summary page.

#Process Plan

The Process Plan section shows capacity and throughput data derived from the cycle times and operator requirements entered in your work steps:

• Constraint: The operation with the highest cycle time at the level being viewed. When viewing a parent node — such as a shop or line — the constraint reflects the slowest process node beneath it, rolling up through the hierarchy automatically.
• Potential Units/Hr: Throughput capacity based on the constraint cycle time.
• Constraint C/T: The cycle time of the constraining operation, in seconds.
• Processing Time: Total processing time across all work steps in the instruction set.
• Required Operators: Total headcount required across all process nodes.
• Steps: Total number of work steps across all procedures.
• Procedures: Total number of procedures in the instruction set.
• Operations: Total number of process nodes.

This data flows automatically from cycle time and operator fields in your work steps, and no separate data entry is needed to get the rollup.

#Parts and Tools

Alongside the Process Plan, the Summary Page shows a complete rollup of all parts and tools referenced across the instruction set, with quantities for each part. This gives you a full bill of materials and tooling list for the entire instruction set in one view, without having to open each procedure individually. You can then compare this list to a BOM for your product to ensure everything is accounted for (or ask the AI assistant to do it for you).

Parts and tools only appear here if they are linked into work steps using @mentions. For more on how linking works, see Parts and Tools.

#Printing

The Summary Page includes a print button that generates a formatted document from your instruction set. The printed output includes procedure names, all work steps with their types, annotated images, and the full list of referenced parts and tools.

Both the current published version and the current draft can be printed. Draft versions are watermarked to ensure they are not confused with approved documentation, which supports safe document control and is consistent with the requirements of compliance frameworks like ISO 9001.

#Summary Statistics

The Summary Statistics tab is accessible alongside the Work Instructions and Map tabs at the top of the process view. It shows the same Process Plan data from your instruction set alongside actual performance data and a line balancing chart.

#Line Balancing Chart

The chart displays cycle time for each operation across your value stream as a bar chart. Three values are shown side by side for each operation:

• Planned Unit C/T: The cycle time from your process plan, derived from Work Instructions.
• Unit C/T: The observed cycle time entered on the Map.
• Effective Unit C/T: Actual cycle time adjusted for yield, uptime, and lot size values entered on the Map.

You can choose to see all 3 values at once, or use the “Layers” button above the zoom bar to only see the Process Plan (Planned C/T), the Actuals (Unit C/T and Effective Unit C/T).

A takt time reference line can be added using the + Add Takt Time button. Enter your operating parameters (hours per day, days per week, and target quantity per week) and Threaded calculates takt time automatically.

Primary and secondary constraints are identified automatically and highlighted with orange borders on the chart. Solid for the primary constraint, dashed for the secondary. The primary constraint is the operation with the highest effective cycle time; the secondary is the next bottleneck that would emerge if the primary were resolved. Constraints recalculate as data is updated.

#Performance Statistics

Below the chart, Summary Statistics shows two panels side by side:

Actual Performance reflects measured data entered on the Map (the same data that is typically captured on a lead-time ladder in a traditional value stream map):

• Effective Unit C/T: Actual cycle time adjusted for yield and uptime.
• Throughput Time: Total time from first to last operation, including inventory time between operations.
• Processing Time: Total value-added time across all operations.
• Inventory Time: Time held in buffer, FIFO, or Kanban between operations.
• RTY: Rolled throughput yield across the value stream.
• Operators: Total headcount based on numbers entered in the Map.

Fields show Insufficient Data when the underlying inputs haven’t been entered yet — for example, Processing Time requires cycle times on each operation, and RTY requires yield data. This is expected behavior when you’re still building out your Map data.

Process Plan Statistics reflects the engineered targets from your work instructions:

• Potential Units/Hr: Theoretical throughput based on the constraint.
• Processing Time: Total processing time from work steps.
• Required Operators: Total headcount from process plan data.
• Steps: Total work steps across all procedures.
• Procedures: Total procedures in the instruction set.

Viewing these two panels together makes it straightforward to identify where actuals diverge from plan and where improvement effort would have the most impact.