Overview 

Production Planning assists organisations in managing all their production tasks. The Calendar provides a snapshot of the outstanding jobs.

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

Buttons Explained 

• Refresh: Updates the Calendar with the latest data.

• Actions

  • Changes all the records on the Board as follows:

  • Global Actions

    • Reset Planning Board: This Action will execute the following General Actions in this order:

      • • Set Due Date = Req Date

        • Set Task Start/Finish from WO Due Date

        • Set Start/Finish from Now (Stages)

        • Set Start/Finish by Dependency (Jobs)

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

    • 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

Filters Explained 

• WO No.: A field to type a WO No. to only show tasks for that number.

• Stages: A dropdown list of Stages to select which Stages to display.

• View:

  • A dropdown list of interval options:

    • Weeks

    • Days (15 min)

    • Days (6 min)

• Radio buttons: Changes the display to show Stages or Jobs on the calendar.

Fields Explained 

• X Axis (Top Row): Displays the dates.

• Calendar: Displays calendars for the next three months. Users can click any date to show the Jobs for that date.

• Y Axis (Left)

  • Stage radio button selected: Lists the Stages. Inserts the number of the source document and a description of the job (mouse-over for full details).

  • Jobs radio button selected: Lists the Jobs. Inserts the stage and details of the job (mouse-over for full details).

• Tools (bottom-left)

  • Checkboxes, if checked:

    • Move between Stages: Allows users to drag and drop the entries between Stages.

    • Auto move next: Automatically moves the linked Tasks when a task is moved.

• Menu (...)

  • A submenu that can also be accessed by right clicking an entry with the following functions:

    • Stage Actions

      • Set Start/Finish from Now

      • Order by Start Date

      • Order by Status > Start Date