Yard planning

The Yard Planning page lists the moves planned in a container yard that have not been executed yet: containers expected at the gate, moves to make inside the yard, and work to do on containers and their cargo. Use it to see what is coming, export the plan, and change the planned zones and positions of many moves at once from Excel.

To open it, select Yards > Planning.

Once a move is executed, it leaves this page: executed moves are on Yard moves. To execute moves at the gate or in the yard, use the Device App, or Yard Ops in the mobile app. The App button, next to the tabs, opens it in a new tab.

Note

The name of the job reference is set up for your company, so it may differ from this page: for example Transport Document, shortened to T/D.

Where planned moves come from

A move is planned, rather than executed, when:

• it is saved with Save instead of Execute on the Device App;
• a work order is created on Bulk create with a container number, a load type and a Zone: TrakIT plans the gate-in move of its container.

Once a day, TrakIT deletes the planned moves that were added more than seven days earlier and are still not executed. For how planned moves fit into a yard’s work, see Plan the moves.

Choose the yard and the tab

The list at the top of the page offers the container yards that have at least one zone and belong to a company you have access to. System administrators see every container yard. TrakIT remembers the yard you choose, also for Yard moves, Yard inventory and Yard trucks.

The moves are on three tabs, by kind of move. You see only the tabs your role allows (see Who can use this page), and TrakIT opens the page on the tab you used last. Changing the tab clears the filters.

The Move Type filter of each tab offers its move types. The Move column of the list spells some of them differently, as shown below.

Gate Moves

Containers expected to come into the yard or to leave it, by truck or by rail.

Move Type filter	Move column
Gate-In	Gate In
Gate-Out	Gate Out

Equipment Moves

Containers to move inside the yard.

Move Type filter	Move column
In-Stack	In Stack
On-Truck	On Truck
To Customs	To Customs
For Repair	For Repair
To CFS	To CFS
Reposition	Reposition
(not offered)	On Rail

Cargo Ops

Work to do on containers and their cargo.

Move Type filter	Move column
Stuffing	Stuffing
Stripping	Stripping
Cargo Inspection	Cargo Inspected
Status Change	Status Change
Weighing	Weighing
Stuff Partial	Stuff Partial
Strip Partial	Strip Partial
Cleaning	Cleaning
Reefer Plugged	ReeferIn
Reefer Unplugged	ReeferOut
Seal Confirmation	Seal Confirmation

Find a planned move

1. Select Filters to open the filter panel, if it is closed.
2. Enter or select the filters you need.
3. Select Search.

The number of matches appears above the list, for example 47 Found. Filters in use are highlighted. Reset clears the filters. TrakIT remembers your filters for the next time you open the page.

Filter	Finds
Move Type	One move type of the tab, or — for all of them.
Container or job reference	Any part of the container number, or of the job reference of the work order linked to the move. The label uses your company’s short name for the job reference, for example Container or T/D.
Work Order ID	The moves linked to that work order. Enter the whole number.
Zone	Any part of the zone’s name.
Direction	Import, Export or Other. [Not Set] finds the moves with no direction, [Set] those with any direction.
Full/Empty	Full or Empty containers.
Mode	Moves by Truck or by Rail.

The list

The list shows 20 moves per page, the earliest planned first. If none match, it shows No planned moves found.

Column	Shows
Move ID	The move’s number. Select it to open the yard move in a new tab.
Planned	When the move was planned, in your time zone.
Container	The container number.
Type	The container’s size and type, with its ISO type code below, for example 40’ - General HC and 45G1.
Move	The move type. See the tables above.
Zone	The zone of the move.
Position	The bay and row, if the move has one, for example B12-R3.
WO	The work order linked to the move. Select it to open the work order in a new tab.
Services	The services of that work order.
Job reference	The job reference of that work order’s job. The heading is your company’s short name for it, for example T/D.
Data fields	One column for each yard move data field set to show in lists, for your company.
Planned By	The user who planned the move.

Yard move data fields are set up under Admin > Masters > Data Fields, on the Yard Moves tab. A field appears here when its Display box is ticked.

Export the list

Select Export to download the planned moves of the tab that match the filters, on all pages, as an Excel file. It has the columns Move ID, Container, Planned (the date only), Type, Move, Zone, Bay, Row, WO (a link to the work order), Services, the job reference and Planned By, followed by one column for every active yard move data field.

Export and Import appear only when the list has at least one move.

Change zones and positions from Excel

You can change the planned zone, bay and row of many moves at once: export them, change the file and import it with Import Moves Updates.

1. Choose the yard and the tab, and filter the list down to the moves to change.
2. Select Export and open the file in Excel.
3. Change the Zone, Bay or Row of the moves to change.
4. Fill each cell you changed with the standard yellow (Yellow under Standard Colors in Excel). TrakIT reads only the yellow cells.
5. Save the file as an Excel workbook (.xlsx).
6. Back on the page, select Import.
7. In Import Moves Updates, choose the file. Keep it within the File Size Limit of 1 MB.
8. Select Upload.

TrakIT says You will receive import results by email. and updates the moves in the background. The moves stay planned: the import changes the plan, not where the containers are. Only the planned moves of the yard selected at the top of the page are changed.

What the file must contain

• TrakIT reads the first worksheet. Its first row holds the column headings; each row below it is one move.
• These columns are required: Move ID (or ID), Zone, Bay (or B) and Row (or R). If one is missing, no move is updated. The file you export has them all.
• Other columns are ignored, as is every column after the first empty heading.
• Only the rows with at least one yellow cell in Zone, Bay or Row are processed, and in them only the yellow cells.

Column	What to enter
Move ID	The move’s number, as exported. Do not change it.
Zone	A zone of the yard selected at the top of the page: its code, its name, or both as code - name.
Bay, Row	A number, with or without a leading B or R, for example 12 or B12. It must be within the bays and rows set up for the zone.

The results email

The email Import Yard Move gives the number of rows processed, updated, unchanged and rejected, then each rejected row with its row number and the reason, for example:

Reason	What to do
Invalid Zone: zone	The zone does not exist in the selected yard. Check its spelling, or select the right yard before importing.
More than one records found for Zone: zone	Several zones of the yard match. Enter the zone’s code, or code - name.
Invalid Bay or Invalid Row	Enter a number.
Bay must be in range 1 to n or Row must be in range 1 to n	Enter a bay or row that exists in the zone.
Not a planned move of this yard	The move has been executed since you exported the list, or it is a move of another yard. Remove the row, or select the yard the file was exported from before importing.

If no row has a yellow cell, the email says Nothing to upload. If the first worksheet is empty, it says Worksheet is empty.

Messages

Message	What to do
Select a file to import or Selected file is empty	Choose a file that is not empty.
MS-Excel 2007 or higher file format is required.	Save the file as an Excel workbook (.xlsx).
Error loading file.	The file could not be read. Save it again from Excel and retry.
Authorization Failed, with No access to yard operations	Your role has none of the permissions for the three tabs. Ask your administrator.
Configuration Invalid or Missing, with No yards accessbile or found	No container yard with zones belongs to a company you have access to. Ask your administrator: see Setting up warehousing.

Who can use this page

Your role needs these permissions in the Yard Moves section:

Permission	Allows you to
Read	Open the page.
Gate Operations	See the Gate Moves tab.
Equipment Moves	See the Equipment Moves tab.
Cargo Operations	See the Cargo Ops tab.
Export	Export the list.
Update	Change zones and positions with Import.

You need at least one of Gate Operations, Equipment Moves and Cargo Operations to open the page. System administrators can do all of these.