Scheduling Center
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The Scheduling Center screen allows user to view and maintain automated scheduling processes.
Contents |
[edit] Functionality
Scheduling Center provides the Pipeline with a control interface for automated scheduling processes. When these processes are executed from a workflow or from within Scheduling Center, a set of proposed cuts and proposed new nominations is generated. If all proposed cuts and new nominations are subsequently committed, then each of the Scheduling Center processes has successfully accomplished its goal and all nominations on the Pipeline comply with current capacity restrictions, pool balance tolerances, DP/DS tolerances, and other scheduling rules in place.
Each Scheduling Center process is dependent on prior processes for its input. If any changes occur that would affect the output of a particular Scheduling Center process, all subsequent processes MUST re-run in order to adjust for the new results of that particular process. For example, if the Flow Interruption process cuts a nomination that delivers to a pooling point, then the balance on that pooling point will be affected. Thus, Pool Balancing, which runs after Flow Interruption, must consider the cut made by Flow Interruption when deciding how to balance pooling points.
Scheduling Center runs for a specific cycle. It uses quantities for nominations that are effective as of that specific cycle. For example, a nomination could be doubled by the shipper in the Evening cycle after the On-Time nomination deadline. Subsequent Scheduling Center run for the On-Time cycle would use the original, non-doubled, On-Time quantity for the nomination. The doubled Evening quantity would be used when Scheduling Center runs for the Evening cycle later.
All cuts from Scheduling Center are privy to manual user intervention before they are finally committed and applied to their respective nominations. After they are generated, users can disapprove proposed cuts any number of times until all cuts are deemed appropriate. The proposed cuts are applied to nominations using a workflow.
[edit] Scheduling Workflows
Scheduling processes are triggered by various workflows.
These workflows are scheduled to run several times a day in accordance with NAESB requirements; however, they can also be run manually using the Workflows screen.
Run Scheduling - Runs for single asset, current flow date and NAESB cycle being scheduled.
Run Scheduling for Cycle - Runs for single asset and specified date and cycle.
Run Scheduling All Columbia Assets - Runs for all assets, current flow date and NAESB cycle being scheduled.
Execute Path Rights – Traces all nominations, primary paths, releases, recalls and segmentations. Creates a summation of all of the overlapping traces to determine where firm contract capacity and flow exist. The workflow also decides which nominations are primary or secondary and lie inside or outside primary paths, and subsequently determines appropriate UnderCQ, BetweenCQ, and AboveCQ scores for each point and segment. Generated information is used by Physical Capacity Cutter and Flow Interruptor.
All Scheduling Processes All Assets - Runs for all assets, current flow date and NAESB cycle being scheduled. The workflow generates forecast nominations on TCO, runs Execute Path Rights on all assets and runs scheduling. Order of assets for scheduling is as follows: HRD, CKT, TCO, XRD, CGT, CGT, CGT, XRD, TCO, CKR, HRD.
Commit Scheduling Changes All Columbia Assets - Applies proposed cuts to actual nominations. Until the workflow runs, the cuts remain unsaved and have no material impact.
Close Cycle For Scheduling - Changes the status of nominations to Scheduled.
[edit] Scheduling Processes
Scheduling is composed of several processes carried out in a specific order:
1. Manual Scheduling - Allows pipeline to manually change scheduled quantities (within the EPSQ -to- Confirmed Quantity range) for a given cycle.
2. Flow Interrupt - Cuts nominations to zero depending on such point, point group or segment restrictions as Primary Only, PAL Interruption, OPT Interruption.
3. DPDS - Also known as the Payback Resolution, the process cuts DP/DS nominations that do not serve to reduce contract imbalances.
4. Imbalance Enforcer - Cuts transport nominations to/from SIT contracts that do not serve to reduce SIT contract imbalances.
5. Auto Parking - Resolves imbalances on eligible pools by parking or unparking the imbalances using autoparking contracts.
6. Interconnect Balancing - Balances nominations across interconnect points, ensuring that Nomination A on pipeline A to an interconnect point is matched by a nomination B on pipeline B in the following criteria:
(1) Nomination A's downstream shipper and contract match the service requester and contract on nomination B;
(2) Nomination B's upstream shipper and contract match the service requester and contract on nomination A;
(3) Nomination A's delivery volume matched nomination B's receipt volume.
7 & 9. Pool Balancing - Resolves imbalances on pooling points by cutting nominations.
8. Physical Capacity Cutter - Reduces nominated quantities so that the pipeline is optimally full with no volume exceeding physical capacities of physical points and segments. Nominations are cut according to the following formula: Cycle * Path * Rate Service.
The following parameters are used by the physical capacity cutter:
| Path: Primary Path - Both receipt and delivery points are primary. | MDCQ: BelowCQ - The nomination is below the MDCQ. |
All nominations with the same score on a contract share the same level of responsibility for an overrun. If the nominations have the same rank, the cuts will be pro-rated across all activities. If the nominations are ranked, the highest priority nominations (lowest rank) will be cut last. Overrun firm service and interruptible nominations have the same priority, so a firm nomination can be cut during the first few steps of Physical Capacity Cutter.
Physical Capacity Cutter considers Net Forward, Net Backhaul, Gross Forward abd Gross Backhaul capacities at Delivery Points, Receipt Points, and Segments. It cuts down to these capacities in the following order:
Gross Forward: 1. Delivery Points 2. Segments 3. Receipt Points
Gross Backhaul: 1. Delivery Points 2. Segments 3. Receipt Points
Net Forward and Net Backhaul: 1. Delivery Points 2. Segments 3. Receipt Points
10. Interconnect Reinstatement - Creates DP/DS nominations to/from pipeline interconnect points to compensate for volume that may have been cut at that point during a previous scheduling step. The process ensures that quantities confirmed to other pipelines are kept whole by scheduling center and run only for the final ID2 scheduling run.
11. Linked Nom Balancing - Cuts backend storage nominations to match cuts made on the front-end transport nominations. Because this process happens behind the scene, its operations can be seen by retrieving the cut history of a nomination in the Summary / Manual Scheduling tab.
[edit] View Current Scheduling Data
During an open scheduling cycle, users may view details of scheduling using the Review tab.
The top of the screen lists all scheduling steps. When the scheduling cycle is closed, a step might be either dark gray, indicating that it is not run during scheduling, or light gray, indicating that it is run during scheduling. When the scheduling cycle is open, active steps are either green, indicating that the particular scheduling process has completed, or turquoise, indicating that it has not.
To view scheduling data:
- Select a cycle from the drop-down, if more than one cycle is currently active.
- Click on the button corresponding to the step you wish to review or update.
- Click
.
[edit] Disapprove Proposed Cuts:
To disapprove cuts:
- Select a cycle from the drop-down, if more than one cycle is currently active.
- Click on the button corresponding to the step you wish to review or update.
- Click .
- Select the record of interest and set the Proposed Cuts flag to N.
- Click
. Subsequent scheduling steps will be run immediately after.
[edit] FIELDS
Manual Scheduling:
- Sched New Nom - Indicates if the nomination was created by a scheduling process.
- Contract Id - Contract on which the nomination was placed.
- Activity - Activity Code - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Rate Schedule - Type of service that the contract covers.
- Svc Req Name - Name of the customer associated with the contract.
- TT - Transaction Type - Special condition for nomination.
- Nom Stat - Nomination status.
- Rec/Del Loc - Location proprietary number.
- Rec/Del Segment - Pipeline segment on which the location is situated.
- Nom Qty - Nominated quantity.
- Conf Qty - Confirmed quantity.
- Sch Qty - Scheduled quantity.
- Manual Sch Qty - Manually entered scheduled quantity.
Flow Interrupt:
- Pt of Interrupt - Point at which the nomination was cut.
- Flow Date - Date on which the flow occurred.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
Template:K Days of Interrupt Template:Interrupted Prev Cycle Template:Conf Del Qty Template:Sched Del Qty
- Cut Amount - Cut quantity.
- Approve Y/N - Approval control check-box.
DPDS:
- Flow Date - Date on which the flow occurred.
- Zone - Zone in which activity occurred.
- DP/DS - Due Pipe/Due Ship - Direction of nomination.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Current Imbalance - Current imbalance on the contract.
- Nominated DP/DS - Amount nominated for due pipe/due ship.
- Cut For Proration Factor - Amount cut based on the proration factor settings.
- Cut For Volume Limit - Amount cut based on the volume limit settings.
- Proposed Schedule for DP/DS Volume - Proposed schedule quantity of the DP/DS nomination after the proposed cuts.
- % of Imbal Nominated - Nominated quantity as percentage of total imbalance.
- % of Proposed Scheduled - Proposed scheduled quantity as percentage of total imbalance.
- Projected Next Day Imbal - Projected next day imbalance (current imbalance minus proposed scheduled quantity).
- Approve Y/N - Approval control check-box.
Imbalance Enforcer:
- Contract - Contract on which the nomination is placed.
- Asset - Pipeline segment.
- BA - Contract holder.
- Flow Date - Date on which the flow occurred.
- Opening Imbal - Imbalance prior to scheduling.
- Closing Imbal - Imbalance after scheduling.
- Amount Cut - Cut quantity.
Template:Revised Net Template:Revised Imbal
- Reason - Reduction reason.
- Approve Y/N - Approval control check-box.
- Nomination ID - Nomination ID number.
- Activity Nbr - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Up/Dn Shipper - Upstream/downstream business associate number.
- Opening Volume - Original nominated quantity.
- Revised Volume - Revised scheduled quantity.
- Amount Cut - Cut quantity.
- Was Revised - Quantity revision indicator.
Auto Parking:
- Source Step - Pool balancing step in which auto-parking activity occurred.
- Flow Date - Date on which the flow occurred.
- Zone - Zone in which activity occurred.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Current Bal - Current balance.
- Nominated - Auto-parking quantity.
- Auto - Auto-parking quantity - absolute value.
- Total - Total auto-parking steps 7&9 quantity.
- Projected Next Day Bal - Projected next day balance.
- Approve Y/N - Approval control check-box.
Intrcnct Balancing:
- Interconnect - Interconnect point being balanced.
- Start Imb - Imbalance before scheduling.
- Up Asset - Pipeline segment on which the upstream nomination is placed.
- Up K - Contract associated with the upstream entity.
- Up Shipper - Upstream business associate number.
- Up Start Vol - Quantity requested on the upstream segment of the interconnect nomination.
- Up Cut - Upstream cut quantity.
- Up End Vol - Quantity scheduled on the upstream segment of the interconnect nomination.
- Down Asset - Pipeline segment on which the downstream nomination is placed.
- Down K - Contract associated with the downstream entity.
- Down Shipper - Downstream business associate number.
- Down Start Vol - Quantity requested on the downstream segment of the interconnect nomination.
- Down Cut - Downstream cut quantity.
- Down End Vol - Quantity scheduled on the downstream segment of the interconnect nomination.
- End Imb - Imbalance before scheduling.
- Approve Y/N - Approval control check-box.
- Step Number - Scheduling step during which the nomination was cut prior to current step.
- Nom Activity - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Update Time - Scheduling process timestamp.
- Description - Details of action performed by the scheduling process.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Rct Pt - Receipt location proprietary number.
- Del Pt - Delivery location proprietary number.
- Delta Rec Qty - Delta receipt quantity (scheduled minus nominated).
- Rec Qty - Receipt quantity.
- Delta Del Qty - Delta delivery quantity (scheduled minus nominated).
- Del Qty - Delivery quantity.
- Interconnect - Interconnect point being balanced.
Pool Balancing:
- Stage - Pool balancing step (7/9)
- Flow Date - Date on which the flow occurred.
- Zone - Zone in which activity occurred.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Point - Pooling point.
- Receipts - Total receipts from pool.
- Deliveries - Total deliveries to pool.
- % of Imbal - Percent of imbalance.
- Pool Imbalance - Total pool imbalance before scheduling.
- Allowed Imbal Short/Long - Imbalance allowed at that point.
- Net Changes by Pool Bal - Net pool activity.
- Post Balancing Imbal - Total pool imbalance after scheduling.
- Approve Y/N - Approval control check-box.
Physical Capacity:
- Flow Date - Date on which the flow occurred.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Rct Point - Receipt location proprietary number.
- Del Point - Delivery location proprietary number.
- Start Qty - Nominated quantity.
- Sched Qty - Scheduled quantity.
- Cut Amount - Cut quantity.
- Approve Y/N - Approval control check-box.
- Step Number - Scheduling step during which the nomination was cut prior to current step.
- Nom Activity - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Update Time - Scheduling process timestamp.
- Capacity Mode - Capacity mode identifier.
- Description - Details of action performed by the scheduling process.
- Tie Breaker - Tie breaking method used by scheduling.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Rct Pt - Receipt location proprietary number.
- Del Pt - Delivery location proprietary number.
- Delta Rec Qty - Delta receipt quantity (scheduled minus nominated).
- Rec Qty - Receipt quantity.
- Delta Del Qty - Delta delivery quantity (scheduled minus nominated).
- Del Qty - Delivery quantity.
- Optimize - Optimization identifier.
- P/S - Primary/secondary identifier.
- Backhaul - Backhaul capacity identifier.
- Volume Tier - Nomination quantity classification in relation to MDCQ.
- Constraint Type - Capacity constraint group.
- Constraint - Source of constraint.
Intrcnct Reinstate:
- Flow Date - Date on which the flow occurred.
- BA ID - Business Associate ID - ID of the customer associated with the contract.
- Svc Req K - Service Requester Contract - Contract on which the nomination is placed.
- Activity - Activity Code - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Intrcnct Pt - Interconnect point.
- Nom Dir - Direction of flow.
- Old Qty - Original nominated quantity.
- Sched Qty - Scheduled quantity.
- Reinstate Amount - Quantity to be reinstated.
- Approve Y/N - Approval control check-box.
[edit] View Historical Data
At any time users may view scheduling data for previous dates and cycles using the History tab.
The By Process tab shows a list of all processes that ran for a date and cycle.
The By Nom tab shows a list of all nominations for a date and history of scheduling processes for each nomination.
To view history:
- Navigate to either By Process or By Nom tab.
- Specify Flow Date (required) and any other search criteria. Click .
- Click the [Process Details] button to view scheduling details. (Use [Final Cuts] button for some processes on the By Process tab).
[edit] FIELDS
- RunId - Scheduling activity ID.
- Start/End Time - Scheduling process timestamp.
- Cycle Id - Nomination cycle.
- Asset - Pipeline segment on which the nomination is placed.
- Flow Date - Date on which the flow occurred.
- Stage - Scheduling step number.
- Process Name - Scheduling process name.
- New Nom - Indicates if the nomination was created by a scheduling process.
- Contract Id - Contract on which the nomination was placed.
- Activity - Activity Code - A unique combination of receipt and delivery locations and upstream and downstream entities.
- Rec Loc - Receipt location proprietary number.
- Del Loc - Delivery location proprietary number.
- Package Id - Unique ID used to differentiate identical nominations.
- Cut Code - Code that identifies reason for reduction of scheduled quantity.
- Sch Qty - Scheduled quantity.
- Approved - Proposed cut approval status.
- Committed - Proposed cut system status.
- Updater - ID of the user or process that performed the last update.
[edit] Scheduling Setup
Users may change scheduling parameters using the Setup tab. To view current scheduling setup:
- Click on Browse By Date Range. Select a date range of interest from the drop-down.
- Click .
To update setup parameters:
- Enter the date range manually or select one from drop-down. Click .
- Update the parameters, as necessary.
- Click .
[edit] FIELDS
Pool Balancing:
- Methodology - Methodology used in balancing pools.
- Percentage Tolerance - Percental imbalance allowed by Pool Balancer.
- Maximum Tolerance - Quantitative imbalance allowed by Pool Balancer.
AutoParking:
- Pipeline Level - Radio button that sets process limits to be pipeline-level.
- Zone Level - Radio button that sets process limits to be zone-level.
- Zone - Zone to which the set autoparking limits apply.
- UnPark - Total unpark quantity allowed by Pool Balancer.
- Park - Total park quantity allowed by Pool Balancer.
Payback:
- Pipeline Level - Radio button that sets process limits to be pipeline-level.
- Zone Level - Radio button that sets process limits to be zone-level.
- Proration Factor - Proration limit.
- Volume Limit - Volumetric limit.
Imbalance Correction Enforcer:
- Overshoot Volume - Net nominated quantity which would create a balance opposite of the starting balance allowed by the process.
- Increase Volume - Net nominated quantity which would take a contract balance away from zero allowed by the process.
[edit] Scheduling Cycles
Legend:
| Hard Deadlines | |
| Automated Processes | |
| Optional Manual Action | |
| Required Manual Action |
| Eastern Time | ONT | EVE | ID1 | ID2 |
|---|---|---|---|---|
| 11:15 AM | EDI Nom Deadline | |||
| 11:20 AM | Auto-Scheduling | |||
| 12:00 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 12:45 PM | EDI Nom Deadline | |||
| 12:50 PM | Auto-Scheduling | |||
| 01:20 PM | Deadline to Run "Commit Scheduling Changes All Columbia Assets" workflow | |||
| 01:30 PM | Adjust Scheduling Cuts as needed in Scheduling Center | Confirm With Other Pipelines | ||
| 02:00 PM | Conf Deadline | |||
| 02:10 PM | Auto-Scheduling | |||
| 02:15 PM | EDI Conf Deadline | |||
| 02:30 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 02:50 PM | Scheduling Center Closed for ID1 | |||
| 03:00 PM | Scheduling Deadline: Auto-Run "Commit Scheduling Changes All Columbia Assets" | |||
| 03:50 PM | Deadline to Run "Commit Scheduling Changes All Columbia Assets" workflow | |||
| 04:00 PM | Confirm With Other Pipelines | |||
| 04:30 PM | Conf Deadline | |||
| 04:40 PM | Auto-Scheduling | |||
| 04:45 PM | EDI Conf Deadline | |||
| 05:00 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 05:20 PM | Scheduling Center Closed for ONT | |||
| 05:30 PM | Scheduling Deadline: Auto-Run "Commit Scheduling Changes All Columbia Assets" | |||
| 06:15 PM | EDI Nom Deadline | |||
| 06:20 PM | Auto-Scheduling | |||
| 07:00 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 07:15 PM | EDI Nom Deadline | |||
| 07:20 PM | Auto-Scheduling | |||
| 08:00 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 08:20 PM | Deadline to Run "Commit Scheduling Changes All Columbia Assets" workflow | |||
| 08:30 PM | Confirm with Other Pipelines | |||
| 09:00 PM | Conf Deadline | |||
| 09:10 PM | Auto-Scheduling | |||
| 09:15 PM | EDI Conf Deadline | |||
| 09:20 PM | Deadline to Run "Commit Scheduling Changes All Columbia Assets" workflow | |||
| 09:30 PM | Confirm with Other Pipelines | Adjust Scheduling Cuts as needed in Scheduling Center | ||
| 09:50 PM | Scheduling Center Closed for ID2 | |||
| 10:00 PM | Conf Deadline | Scheduling Deadline: Auto-Run "Commit Scheduling Changes All Columbia Assets" | ||
| 10:10 PM | Auto-Scheduling | |||
| 10:15 PM | EDI Conf Deadline | |||
| 10:30 PM | Adjust Scheduling Cuts as needed in Scheduling Center | |||
| 10:50 PM | Scheduling Center Closed for EVE | |||
| 11:00 PM | Scheduling Deadline: Auto-Run "Commit Scheduling Changes All Columbia Assets" |
