Overview

Production Planning assists organisations in managing all their production tasks. The Board, also known as the Planning Board, displays a summary of all the jobs that are currently in production or queued to enter production.

Navigation: Main Menu > Production > Planning Board > Menu (button) > Board

Buttons Explained

• Layout

  • Layouts determine how much information is displayed.

    • Standard: 

      • Source documents' number and item description. 

      • Person the job is assigned to and the customer's name.

      • Expected or actual start time and duration.

    • Compact:

      • Source document's number and item description   

      • Estimated or actual duration.

    • Extended:

      • Source documents' number and item description. 

      • Person the job is assigned to and the customer's name.

      • Expected or actual start time and duration.

      • Description of the task.

• Refresh: Updates the Board with any recent changes.

• Actions: Changes all the records on the Board as follows:

  • Update Actions (All Jobs)

    • Set Start/Finish from Now (Stages): All the tasks across all Stages will be set to now ordered by Start Date. The Stages will be re-ordered accordingly.

    • Set Start/Finish from Dependency (Stages): Tasks are moved if the previous task finishes before the next task starts. Cascading tasks, except for Outwork Tasks, are also moved.

  • Sorting Actions (All Jobs)

    • Order by Start Date: The Stage is re-ordered by the Task Start Date.

    • Order by Status > Start Date: The Stage is re-ordered by the Status and then the Start Date.

• Menu

  • Views: Switches the interface to one of the following views:

    • Dashboard

    • Board 

    • Jobs

    • Tasks

    • Materials

    • Calendar

    • Outwork

    • Switch Responses

  • Settings 

    • Edit Stages

    • Edit Interval Colour: Edit the colours that are used to display the times (e.g. if the job is pending, on time, or late).

  • Layout

    • Save

    • Restore

    • Restore Default

Filters Explained

• Stages

  • A dropdown list of all the Stages. 

  • If checked, the stage will be included on the Board.

• 250 (default display)

  • The column width of each column defaults to 250 but can be adjusted to be wider or narrower.

Fields Explained

• Stage: A Description of the Stage.

• Description

  • Transaction Number | Job (Reference field on Work Order)

  • Rep | Name of Customer

  • Estimated Start Date and Time

• Hr/s

  • The Estimated Hours if the job has not yet started.

  • The Actual Hours if the job has started.

• Context Menu (right-click an item)

  • View / Edit Job: Displays all the tasks applicable to the job.

  • Highlight: Highlights the job across the Stages.

  • Open Work Order: Opens the linked Work Order.

  • Open Kanban Board: Opens the Kanban Board for the Stage the selected job belongs to.

  • Timekeeping

    • Start

    • Stop (Complete)

    • Stop (Part Complete)

  • Task Actions: 

    • Next Status

    • Previous Status

    • Complete

  • Stage Actions

    • Set Start/Finish from Now: Executed by Stage. All the tasks will be set to now ordered by Start Date. The Stage will be re-ordered accordingly.

    • Order by Start Date: The Stage is re-ordered by the Task Start Date.

    • Order by Status > Start Date: The Stage is re-ordered by the Status and then the Start Date.

    • View Status Key: Opens a popup displaying the statuses, their descriptions and colours. The popup is view only.

    • Export Grid: Exports the grid view.

Kanban Board Explained

Buttons and Filters Explained

• Preview (filter): Displays details of the tasks

• 250 (default display): The column width of each column defaults to 250 but can be adjusted to be wider or narrower.

• Refresh (button): Updates the Board with any recent changes.

Columns Explained

The Kanban Board only displays jobs for a particular Stage. Jobs can be dragged between the columns.

• Planned: Displays all the Planned jobs.

• Ready: Displays all the jobs that are Ready.

• Part Complete: Displays all the jobs that are Partially Complete.

• Busy: Displays all the jobs that are currently In Production.

• Complete: Displays all the jobs that are Complete.