Glossary

Layout planning – definition and procedure

Layout planning refers to the arrangement of machines and assembly tables in a production facility. It is also known as internal site planning. This results in several advantages.

The definition and procedure of layout planning connect processes, space, equipment, routes and constraints.

No long transportation routes, intermediate storage or downtimes or waiting times are required. The VDI defines layout planning as the material flow-oriented allocation of operating areas and resources.

Industry 4.0 and economic changes require adjustments to the production layout. The aim is to optimize the interactions between machines, buildings and people.

Industry 4.0 requires adjustments to the layout

The production structure remains as clear and straightforward as before. The entire production process is transparent for all employees. This results in a high degree of flexibility in production due to the precise supply of all required parts.

It is important to improve the design before the buildings are constructed. Attention should also be paid to saving money when purchasing equipment. This is why layout planning is an elementary component of competitive production

How layout planning works

The first step is to think about the ideal concept, deliberately leaving out the necessary restrictions for the time being. This includes, for example, financial, personnel or time restrictions.

The ideas for the redesign should be presented without preconceptions. In this way, it is possible to find out what the various processes can do best. This is about:

  • Minimization of material flow and transport costs
  • a high level of transparency in production
  • “Purity” of the production structure
  • Flexibility of use

Only in a second step is the ideal layout applied to a real layout, i.e. to the detailed planning. This in turn is subdivided into rough and detailed planning. As the level of detail increases, more and more framework conditions and restrictions are taken into account.

Layout planning from the rough to the fine

Rough planning begins with adapting the ideal layout to the building floor plan, which cannot normally be changed. At this point, certain boundary conditions are already clearly recognizable.

The material is transported via various routes. These routes can include gates, ramps, elevators or a rail connection. The position of a crane also plays a role in determining the route.

The energy supply can hardly be decoupled from the existing supply facilities. There is often already a well-established communication structure. Location dependencies, legal and country-specific requirements must also be taken into account.

It is almost the rule that certain expansion stages have to be extended in the medium and long term. When planning the layout, care is always taken to minimize the later expenditure for extensions. This factor is taken into account during consultation. The rough layout is therefore usually characterized by several realistic alternatives.

Weighted target criteria are assigned to these variants, which leads directly to the favorites. Such target criteria must, of course, be bindingly defined at the very beginning of the layout planning process. The final decision for a “rough variant” ultimately results from the cost and economic efficiency aspects, which are included in a comparative utility value analysis.

Transition to detailed planning

The next step in layout planning is to gradually refine, modify and optimize the rough layout. All equipment, machines, assembly tables and supply systems must be precisely recorded in drawings.

When designing a control station, workplace ergonomics criteria are taken into account as well. Workplace design also covers noise reduction and eye-friendly lighting. This ensures the safety of employees.

The freestyle is the implementation planning

In this important final step of layout planning, the order of implementation is determined, which requires a detailed project plan. This involves defining responsibilities, securing the delivery service and ensuring cost transparency.

From ideal layout to real layout

Layout planning proceeds in two stages: the ideal layout first arranges the functional units free of constraints — selected, dimensioned and optimised for material flow, for example with heuristic arrangement methods such as the Schmigalla triangular method, based on a from-to matrix. The real layout then integrates this concept into the actual building structures: building edges, gates, media, column grids, fire protection and expansion areas are worked in, options are created and evaluated, and the preferred option is selected (Grundig 2018, section 2.1).

1 · Ideal layout select and dimension functional units, arrange them flow-optimally — without constraints 2 · Real layout integrate into building, gates, media, fire protection; create and evaluate options, select preferred option 3 · Detailed layout machine placement, workstations, utilities, routes — up to execution readiness “point of no return” changes are cheap before — costly after
Ideal, real and detailed layout — own illustration based on Grundig (2018), section 2.1.

Detailed layout and the point of no return

In the subsequent detailed planning, the preferred option is detailed up to execution readiness — machine placement, workstations, utilities, routes. The point of no return lies between rough and detailed planning: changes before it are common and cheap, afterwards they become costly (Grundig 2018, section 2.1). Those aiming for lean production align the arrangement with the future-state value stream — value-stream-oriented layout planning connects both method worlds (Erlach 2010, ch. 4.1); the future state is described in value stream design. Layout planning is embedded in factory planning to VDI 5200.

Layout planning in practice: Our services overview brings together the relevant planning and consulting approaches.

FAQ

Frequently asked questions

Why does layout planning start with an ideal layout?

Without constraints, the ideal layout shows the best arrangement in terms of material flow. Only this optimum makes visible what the real boundary conditions cost — and prevents the planning from orienting itself too early towards existing limits.

What belongs in a real layout?

The real layout integrates the ideal concept into actual building structures: building edges, gates, column grids, media, fire protection and expansion directions — with option creation, evaluation and selection of the preferred option.

What data does layout planning require?

The basis is the quantity structure, transport relationships (for example as a material flow matrix), dimensioned functional units with space requirements, and the constraints of the site.

When is the right time for changes?

Changes are planned for and cheap during rough planning; after the transition to detailed planning — the point of no return — they become costly and time-consuming.