Prepare work centers and machines

Prepare the machines, lines, tables, and areas where work will take place. In Bold, these elements are configured as resources so each operation can run at a compatible workstation with the necessary tools. See Resources for the complete model. Resources can be fixed or automated machinery, production lines, manual work centers, inspection areas, or services. Path: Production > Resources This view manages:

• Workstations: machines, lines, tables, or areas where operations run.
• Areas: hierarchy organizing workstations by plant, section, or line.
• Tools: auxiliary elements that may be required to run an operation.
• Diagram: visual view of areas and workstations.

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Steps to follow

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1. Add an area

Name: enter the technical or usual name of the main area, section, plant, or line. For example: Plastic injection, Machining, Assembly line, or Plant 1 - Logistics. Description (optional): explain what happens in the area, which products are processed, or any layout detail the team should know. For example: High-density plastic parts molding area. Includes hydraulic presses 1 through 5.

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2. Add a workstation

Name: use a clear, specific identifier operators can recognize on their screens. For example: Automatic labeling line, Visual inspection workstation 2, or Haas CNC lathe 01. Description (optional): add technical context, restrictions, or notes about the work performed at the workstation. For example: Press for molding metal parts up to 5 mm thick. Capacity: indicate whether the workstation can process several jobs at once.

• If you leave the checkbox unchecked, planning assigns only one operation at a time to the workstation. For example, operations on a CNC machine, welding robot, or manual work center cannot overlap.
• If you select the checkbox, you indicate that the workstation can process simultaneous work. For example, it could be an industrial oven, conveyor belt, or drying area.

Area: select the area the workstation belongs to. For example, assign Assembly table B to Final assembly. Consumption location: select the location where raw materials should be before executing an operation. Bold uses this location as the destination when you request materials. Generation location: select where material produced by the workstation is recorded.

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3. Add a tool

A tool is an auxiliary element, mold, die, fixture, or critical consumable installed and removed at a workstation to manufacture a particular product. Name: enter the technical name, inventory code, or identifier production and maintenance teams use to recognize the tooling. For example: AC-40 front housing mold. Path: Production > Resources > Tool Assign characteristics: with Advanced planning enabled in your plan, add properties to filter tools and determine their compatibility with each job.