Overview

Production Planning assists organisations in managing all their production tasks. The Planning Dashboard displays a visual representation of the current and upcoming jobs. It also displays a workstation's used and available capacity.

The jobs are grouped by statuses.  A legend is displayed in the top right corner.

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

Buttons Explained

• Resets: Resets the capacity chart.

• View: Display the charts based on the selected filters.

• Edit: Allows certain fields under the Stages (Work Shits) and Staff (Stage, Work Shift) sections to be edited. 

• Actions: 

  • Batch Update: Updates all the selected records when Update, Add, or Remove buttons are clicked. Applies to the Stages and Staff sections. 

    • Stage section > Work Shift: Adds or removes the shift selected from the dropdown list.

    • Staff section > Stage: Changes the operator's stage to the one selected from the dropdown list.

    • Staff section > Work Shift: Changes the shift assigned to a staff member to the one selected from the dropdown list. This change is permanent and changes the shift under My Organisation as well.

• Menu: 

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

    • Dashboard (this page)

    • Board

    • Jobs

    • Tasks

    • Materials

    • Outwork

    • Calendar

    • Switch Responses

  • Settings 

    • Edit Stages

Filters Explained: Capacity Graph

• Date: A dropdown list to select a date (e.g. This Month, This Week).

• Date Fields: Allows a custom date to be entered.

• Arrows: Adjusts the date in the direction of the arrow.

• Job Due (radio button): Applies the date filters to the job due dates.

• Task Start (radio button): Applies the date filters to the Task Start dates.

• Released (checkbox): Checked by default.  Displays Loading for Production Tasks that are neither Pending nor Complete.

• On Hold (checkbox): Displays Loading based on Pending Tasks. Unchecked by default.

Graph Explained: Capacity Hr/s

This graph depicts the total hours available for the stage for the selected period. The hours on which jobs are scheduled are marked in red, and idle time is marked in green. 

Capacity is calculated as follows: 

Available (Hrs): Select the total hours from Shifts linked to the Stage adjusted by the Resource count.

Loading (Hrs): Total Task hours less Actual Hours.

Groups are consolidated into one Stage. The Queue Stage is excluded from the Loading Calculation.

Capacity (Hrs): Available (Hrs) minus Loading (Hrs).

• Y Axis (vertical):  

  • Lists the Stages (departments/cost centres/workstations) that have been set up for the organisation along with the name of the allocated work shift.

  • Shows a section for Available and Loading (busy) as per the legend. The legend is clickable and can be used to hide or display sections.

• X Axis (horizontal):

  • Displays the hours available for that station for the selected date range. 

Graph Explained: Loading Hr/s

• Y Axis (vertical):  

  • Lists the Stages and shifts allocated to the stages.

  • Shows a column for each Status as per the legend on the top left. The legend is clickable and can be used to hide or display specific statuses.

• X Axis (horizontal):

  • Displays the Time for the task. 

  • Estimate hours are shown for tasks that are not yet actively being produced.

  • Actual hours are shown for tasks that are being produced.

Stages Section Explained

• Field Chooser (*): Allows fields to be added or removed.

• ID: The system-generated number for the entry.

• Description: The name of the stage.

• Stages: The stage codes.

• Work Shift: The work shifts selected for the stage.

• Active Jobs: Displays the transaction number of the active jobs.

Staff Section Explained

• Field Chooser (*): Allows fields to be added or removed.

• ID: The system-generated number for the entry.

• Staff: The name of the operator.

• Stage: The stage's code.

• Work Shift: The shifts selected for the staff member.

• Active Jobs: Displays the transaction number of the active jobs.