The Orkyo planning model
Requests, resources, criteria, sites, and schedules — the five ideas every other Orkyo feature builds on.
Five ideas carry the whole product. Every page in Orkyo is a view onto some combination of them.
Requests — the work
A request is a piece of work to place onto your resources: a production run, a training session, a maintenance job. Requests carry:
- Requirements — criteria the hosting resource must satisfy (a minimum capacity, a certification, a piece of equipment).
- A schedule — a start and end once placed; unscheduled requests wait in the backlog.
- Constraints — optional time windows (“Earliest Start”, “Latest End”) limiting when the request may be scheduled.
- Children — requests nest. A parent acts as a container whose children can be bounded by a shared window, so a project’s tasks stay inside the project’s timeframe.
Resources — the capacity
A resource is anything you schedule work onto or with. Orkyo treats spaces, people, and tools as resources of different types:
- Spaces — rooms, areas, zones. They can carry a floorplan geometry, a capacity, and live at a site.
- People — resources with skills, working availability, and absences. People carry an allocation mode: Exclusive (one thing at a time) or Fractional (a percentage of their availability).
- Tools — equipment tracked and matched like any other resource.
Resources are organized into groups — by site, team, or function — to keep large catalogs navigable and to manage related resources together.
Criteria — the matching language
Criteria are typed attributes — Boolean, Number, String, or Enum — defined once in Settings and used on both sides of the match: on a resource they are capabilities (“this space has a crane”), on a request they are requirements (“this job needs a crane”). One vocabulary, two roles. That is what lets Orkyo validate placements automatically. The details live in How capability matching works.
Sites — the geography
A site is a physical location: a plant, a campus, a building. Spaces belong to sites; people have a home site and can be marked available for other sites. The site selector in the top bar scopes the boards to one site, and scheduling settings — working hours, weekends, holiday regions — are defined per site.
Schedules — where it all meets
A schedule is the placement of requests onto resources over time. The Utilization board is where you build it — by dragging, or by letting auto-scheduling propose placements. When a placement violates the model — an overbooked resource, a missing capability, an absence — Orkyo raises a conflict rather than silently accepting it.
How the pieces mesh
Criteria ──── as capabilities ────▶ Resources (spaces · people · tools)
│ │ grouped, sited, with availability
└──── as requirements ────▶ Requests │
│ │
▼ ▼
Schedule (Utilization board)
│
▼
Conflicts · Utilization · Insights
Define criteria first; describe resources with them; capture requests against them; schedule; let conflicts and insights tell you how reality is tracking the plan. That ordering is why the setup path looks the way it does.