Capital Equipment Planner

POSITION SUMMARY

The Capital Equipment Planner is responsible for coordinating and maintaining the production plan for Capital Equipment orders to support customer delivery requirements. This role ensures that material availability, production capacity, engineering requirements, and manufacturing schedules are aligned to support on-time completion of Capital Equipment.

The Capital Equipment Planner works closely with Production, Engineering, Purchasing, Inventory, and other departments to identify potential schedule constraints, communicate priorities, and proactively address issues that could impact production or customer delivery dates. The position is also responsible for maintaining accurate planning and scheduling information within the ERP system.

ESSENTIAL FUNCTIONS

• Develop, maintain, and communicate production schedules for Capital Equipment orders based on customer requirements, material availability, production capacity, and equipment availability.
• Lead recurring production meetings, ensuring alignment on schedules, material availability, priorities, constraints, and action items.
• Coordinate material necessary to support the Capital Equipment production schedule.
• Monitor Capital Equipment orders throughout the production process and identify potential schedule delays or constraints.
• Proactively evaluate, troubleshoot, and communicate material, engineering, capacity, or production issues that could impact scheduled completion dates.
• Serve as a primary point of contact for internal departments regarding Capital Equipment production status, priorities, and schedule changes.
• Work closely with the Plant Manager and Shop Managers to coordinate production priorities and ensure work is released and scheduled appropriately.
• Coordinate with Purchasing and other appropriate teams to expedite materials that could impact Capital Equipment production schedules.
• Maintain accurate and current production dates, schedules, and planning information within the ERP system and on the Excel Production Schedule.
• Review Demand Summary Delays and other planning information daily to identify and address potential scheduling issues.
• Ensure materials required for scheduled production are available to the shop floor when needed.
• Review and processing of Engineering Job Releases, revisions, and Engineering Change Notices (ECNs).
• Coordinate with Engineering to ensure engineering releases and changes are properly reflected in Capital Equipment production orders.
• Work with the Warehouse team to identify and resolve inventory or transaction discrepancies affecting Capital Equipment orders.
• Work with Accounting to support the accurate and timely monthly closing of completed Capital Equipment orders.
• Communicate orders that are at risk of missing assigned production or customer delivery dates to appropriate management and stakeholders.
• Support continuous improvement initiatives related to production planning, scheduling, material flow, and ERP data accuracy.
• Perform other duties as assigned.
• Maintain regular and prompt attendance and communicate effectively and professionally with coworkers and other internal and external stakeholders.

LEVEL OF RESPONSIBILITY

The Capital Equipment Planner is responsible for

• Supporting on-time completion and delivery of Capital Equipment orders through effective planning and scheduling.
• Maintaining an accurate and realistic Capital Equipment production schedule.
• Identifying schedule risks early and coordinating with the appropriate departments to develop recovery plans.
• Ensuring production priorities are clearly communicated to Manufacturing and supporting departments.
• Monitoring material readiness and escalating shortages that could impact the production schedule.
• Maintaining accurate Capital Equipment planning dates, PRD BOMs, routings, and related information within the ERP system.
• Coordinating Engineering releases, revisions, and ECNs that impact active Capital Equipment orders.
• Providing clear visibility to management regarding schedule performance, constraints, and delivery risks.
• Supporting accurate and timely closure of completed Capital Equipment orders.

PHYSICAL DEMANDS

Physical Abilities Lift /Carry

• Stand O (Occasionally) 10 lbs or less O (Occasionally)
• Walk O (Occasionally) 11-20 lbs O (Occasionally)
• Sit F (Frequently) 21-50 lbs N (Not Applicable)
• Handling / Fingering F (Frequently) 51-100 lbs N (Not Applicable)
• Reach Outward O (Occasionally) Over 100 lbs N (Not Applicable)

Reach Above Shoulder O (Occasionally)

Climb N (Not Applicable)

Crawl N (Not Applicable)

Squat or Kneel O (Occasionally)

Bend O (Occasionally)

Push / Pull

• 12 lbs or less O (Occasionally)
• 13-25 lbs O (Occasionally)
• 26-40 lbs N (Not Applicable)
• 41-100 lbs N (Not Applicable)
• N (Not Applicable) Activity is not applicable to this occupation.
• O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
• F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
• C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

OTHER PHYSICAL REQUIREMENTS

Vision (Near, Distance, Color, Peripheral, Depth Perception)

Ability to wear Personal Protective Equipment (PPE) (Eye protection, hearing protection)

WORK ENVIRONMENT

The employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is

usually moderate.