Production Planning

Production Planning assists organisations in managing all their production tasks. The Tasks View displays all the main tasks that are in the pipeline and shows the percentage complete, times, and durations.

These tutorials explain the Tasks View and the related functions.

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

How to Display a List of Tasks

Navigate to Main Menu > Production > Planning Board > Menu (button) > Tasks.
Adjust the filters as required.
Click View (button).

Editing Tasks

How to Edit the Start Dates

Display a list of tasks.
Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records.
Click Actions (button) > Batch Update.
Select Start Date next to Update.
Select a Date and Time from the adjacent blocks.
Click Update (button).
Confirm the change on the popup.

How to Edit the End Dates

Display a list of tasks.
Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records.
Click Actions (button) > Batch Update.
Select Finish Date next to Update.
Select a Date and Time from the adjacent blocks.
Click Update (button).
Confirm the change on the popup.

How to Change Task Statuses

Display a list of tasks.
Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records.
Click Actions (button) > Batch Update.
Select Status next to Update.
Select a Status from the dropdown list in the adjacent block.
Click Update (button).
Confirm the change on the popup.

How to Change Task Stages

Display a list of tasks.
Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records.
Click Actions (button) > Batch Update.
Select Stage next to Update.
Select a Stage from the dropdown list in the adjacent block.
Click Update (button).
Confirm the change on the popup.

Filtering Views

How to Display Tasks According to their Start Dates

Navigate to Tasks.
Select a date option next to Set.
Click Start Date (radio button).
Click View (button).

How to Display Tasks with Activity

Navigate to Tasks.
Select a date option next to Set.
Click Activity Date (radio button).
Click View (button).

How to Display Active Tasks

Navigate to Tasks.
Select a date option next to Set.
From the dropdown list next to Show, select Active Tasks.
Click View (button).

How to Display Completed Tasks

Navigate to Tasks.
Select a date option next to Set.
From the dropdown list next to Show, select Completed Tasks.
Click View (button).

How to Display Tasks for a Specific Stage

Navigate to Tasks.
Select a date option next to Set.
Click Date fields (radio button).
From the dropdown list next to Stage, select the stage you want to view.
Click View (button).

How to Group Tasks

Display a list of tasks.
Click Group (button) and select one of these options to group the tasks accordingly:
1. Ungroup
2. Start Date
3. Due Date
4. Req Date
5. Stage

Viewing Detailed Information

How to View or Edit All the Components of a Job (Tasks)

Display a list of tasks.
Right click an entry and select View/Edit Job from the context menu.
You will be switched to the View/Edit Job interface. This view lists all the stages the job must go through, along with the expected times, quantities, and progress.

How to View a Task's Timekeeping

Display a list of tasks.
Right click an entry and select View Job Summary from the context menu.
On the Job Summary, which opens on the right, click Timekeeping (tab).
- Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double click the Job Summary (tab) on the right to close the Job Summary.

How to View a Task's Costing Information

Display a list of tasks.
Right click an entry and select View Job Summary from the context menu.
On the Job Summary, which opens on the right, click Costing (tab).
Use the included functions to customise the Costing display as follows:
1. Use the + - to expand or collapse the view.
2. Check the checkbox next to Qtys to display Quantities instead of Values.
3. Check the checkbox next to Values to display Values instead of Quantities.
  - Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double click the Job Summary (tab) on the right to close the Job Summary.

How to View the Linked Work Order

Display a list of tasks.
Right click an entry and select Open Work Order from the context menu.
The Work Order will be opened.

How to Start or Stop Timekeeping for a Task

Display a list of tasks.
Right click an entry and select one of the following from the context menu under the Timekeeping heading:
1. Start:
  1. Starts a Timekeeping record.
  2. Sets the job's Status to Busy.
  3. Changes the background colour of the entry accordingly.
2. Stop (Complete):
  1. Stops the Timekeeping record.
  2. Sets the job's Status to Complete.
  3. Changes the background colour of the entry accordingly.
3. Stop (Part Complete):
  1. Stops the Timekeeping record.
  2. Sets the job's Status to Partially Complete.
  3. Changes the background colour of the entry accordingly.