Production Planning Setup Guide

Settings

How to Setup Production Planning

1. Navigate to Main Menu > Setup > Settings.

2. Click General (tab).

   1. Click Edit (button).

   2. Type production planning in the Search block and change these settings:

      1. Production Planning > Hide New Tasks on the Board View

      2. Production Planning > Set Task Quantity from: Select an option from the dropdown list:

         1. Service: Use when you are tracking by time (e.g. something takes x hours to complete). 

         2. Assembly: Use when you want to track the Assembly quantity. 

         3. Root Assembly: Use when you want to track the Root Assembly quantity. 

         4. Estimate: Use when you want to track the Estimate quantity. 

      3. Production Planning > Show Progress (Qty): Check the checkbox if you want to show the progress.  If your option under Set Task Quantity is Service, uncheck this checkbox, because this progress will match the Service progress.

      4. Production Planning > Enable Groups and Tasks: Check the checkbox if you want to enable groups and tasks (e.g. smaller tasks can be grouped together, to declutter the Planning Boards).  

3. Click Transactions (tab)

   1. Click Edit (button) (if not already clicked).

   2. Click Add/Update (button).

   3. Select a Transaction (e.g. Work Orders (WO)) under Module.

   4. Type production planning in the search block on the right.

      1. Click Production Planning > Integrate Material Management with Production Planning.

      2. Hold down the Ctrl key and click: Production Planning > Integrate Outwork Management with Production Planning.

      3. Hold down the Ctrl key and click: Production Planning > Integrate Task Management with Production Planning.

   5. Click Add/Update (button) and click Yes (button).

   6. Tick the checkbox in the Value (column).

4. Click Roles (tab).

   1. Click Edit (button) (if not already clicked).

   2. Click a Role on the left that is allocated to the person in charge of production.

   3. Type production planning in the search block on the right.

   4. In the Value (column) next to Production Planning (PP) > Production Planning - Access Allowed > Select Full Access in the Value (column).

   5. Check or uncheck the checkbox in the Value (column) next to Production Planning (PP) > Automatic Refresh. If checked, data will be constantly updated on the Production Planning Board View. If unchecked, data will only be updated when the Refresh (button) is clicked. 

   6. Allocate access to any other users as required.

5. Click Users (tab).

   1. Select a User on the left (preferably the person in charge of production).

   2. Type production planning in the search block on the right.

   3. Next to Setups > Production Planning Settings - Access Allowed, check the checkbox in the Value (column) to grant access.

How to Create Work Shifts

ℹ️ You can also create a new Work Shift by copying an existing Work Shift. Right-click the shift and select Copy from the context menu. Edit the details as explained below.

You can make use of Batch Updates to update multiple records simultaneously.

1. Navigate to Main Menu > Setup > My Organisation.

2. Navigate to the Work Shifts (tab).

3. If there are work shifts that you want to edit, right click a work shift and select Edit from the context menu, or click Add Work Shift (button) and create a new work shift as follows:

   1. Description = Type a description for the work shift.

   2. Click Add Day/Hours (button) and fill in the details as follows:

      1. Day of Week = Select a day of the week.

      2. Description = Type a description (e.g. Monday morning shift).

      3. Start = Select a start time.

      4. End = Select an end time.

      5. x Rate/Hr =  Type an hourly rate.

      6. Break = Type in the number of hours (or decimal hours) that staff are on break (e.g. lunch hour).

   3. Repeat Step 2 for the remaining days.

4. Click Save (button) to automatically calculate the working hours.

5. Click Close (button).

Edit Stages

How to Create a Stage

1.  Navigate to Production Planning > Menu (button) > Edit Stages.

2.  Click New (button).

3. Type a Status Note on the Status bar (optional).

4. Description = Type a description for the stage (e.g. Beam Saw).

5. Code = Type an abbreviated description (code) for the stage (e.g. BS).

6. Type = Select  one of these options from the dropdown list:

   1. • Production: For this stage, an item will be manufactured or produced.

      • Outwork: For this stage, an item will be purchased (outsourced).

1. Click Save (button) to open an additional panel:

6. 1. • • If Production was chosen as the Type, fill in the details on the panel as follows:

          1. Workstation = Select a Workstation from the dropdown list.

          2. Work Shift = Select a Work Shift from the dropdown list. 

          3. Check the boxes for the tracking options. You only need to check what is applicable to the Stage. If you do not track the separate processes, you do not need to check any of the options.

             • Setup

             • Run

             • Washup

        • If Outwork was chosen as the Type, fill in the details on the panel as follows:

          1. Select the Supplier from the dropdown list of Suppliers that the job will be outsourced to (or purchased from).

          2. Click Add (button).

          3. Repeat Steps 1-2 to add more Suppliers.

7. Groups (SQL) = Check the checkbox if you want group descriptions to be created using SQL. 

   1. • Note: This setting is only available if you enable the use of Groups and Tasks (see How to Setup Production Planning above).

8. Tasks (SQL) = Check the checkbox if you want task descriptions to be created using SQL.

9. Set to Ready = Select an option that will set the stage to Ready. The options are:

   1. Comp: Complete.

   2. P/Comp: Partially Complete.

   3. ASM Comp: Assembly Complete.

   4. ASM P/Comp: Assembly Partially Complete.

10. Group = Select a group from the dropdown list of Groups (optional).

11. Team = Type the number of staff members available to complete the stage.

12. Add Statuses:

    1. Click the arrow next to Add Status (button) and select Add default Statuses.

    2. Click Yes (button) on the popup (the disclaimer is only relevant to existing stages that already have statuses).

    3. Edit any of the Statuses if required:

       • Click the Status or Default fields and overtype the information.

       • Click the colour block and select a different colour.

    4. Add any other Statuses if required by clicking the Add Status (button).

    5. Re-order the Statuses if required by right-clicking a Status and selecting Move Up or Move Down from the context menu. It is important that Statuses are in order.

    6. Delete any of the Statuses by right-clicking a status and selecting Delete from the context menu.

13. Click Save (button).

How to Copy a Stage to Create a New Stage

1. Navigate to Production Planning > Menu (button) > Edit Stages.

2. Right-click the Stage you want to copy and select Edit from the context menu.

3. Click Copy (button).

4. Confirm that you want to copy the stage to a new stage.

5. Edit the new stage as required (see above).

How to Edit the Task Description

1. Navigate to Production Planning > Menu (button) > Edit Stages.

2. Click Menu (button) > Edit Task Description (SQL).

3. Click Template (button).

4. Edit the SQL as needed. Contact QuickEasy Software if assistance is required.

5. Click Save (button).

How to Add Default Statuses

ℹ️ This action:

1. Deletes all the existing statuses.

2. Creates new statuses: the default statuses.

3. Deletes all the statuses from Tasks linked to the selected Stages. 

4. Requires you to set the Statuses again in Task View.

1. Navigate to Production Planning > Actions (button) > Edit Stages.

2. Select the records you want to change (use Ctrl + Left Click to multi-select).

3. Click Actions (button) > Add default Statuses.

4. Read and accept the disclaimer (see info block above).

How to Edit  Multiple Stages

1. Navigate to Production Planning > Actions (button) > Edit Stages.

2. Select the Stages you want to Edit (use Ctrl + Left Click to multi-select).

3. Click Actions (button) > Batch Update.

   1. Select one of the options as follows:

      • Status: Check or uncheck the checkbox to set the Status to Active (checked) or Inactive (unchecked).

      • Group: Select a group from the dropdown list of Groups.

      • Set to Ready: Select a Status that will set the Stage to ready from the dropdown list:

        1.  Complete (Comp) 

        2. Partially Complete (P/Comp)  

        3. Assembly Partially Complete (ASM P/Comp) 

        4. Assembly Complete (ASM Comp)

      • Tracking: Check or uncheck the checkboxes next to Setup, Run, and Washup to activate (checked) or deactivate (unchecked) tracking.

      • Workshift:  Select a shift from the dropdown lists of shifts (as created for that organisation).

      • Team:  Type the number of Team numbers in the block next to Team.

      • SQL (Group and Task):  Select a Group or Stage to copy the SQL to auto-create the descriptions. 

   2. Click Update (button).

   3. Confirm the change on the popup.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages